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Software · head to head

PolicyGenius vs Applied Epic

PolicyGenius logo

PolicyGenius

Software

Simplified insurance shopping platform

From
Free
Rated
-
Full reviewWebsite
Applied Epic logo

Applied Epic

Software

The most connected agency management system

From
On request
Rated
-
Full reviewWebsite

The short version

  • Only PolicyGenius has a free tier, so it costs nothing to try first.
  • They diverge on capability: PolicyGenius covers Quote comparison, Applied Epic covers Client management.

Where they differ

Only the attributes on which PolicyGenius and Applied Epic actually diverge.

Attributes where PolicyGenius and Applied Epic differ
AttributePolicyGeniusApplied Epic
Starting priceFreeOn request
Pricing modelfreemiumsubscription
Free tierYesNo
PlatformsWeb, Ios, AndroidWeb, Windows, Ios, Android
Founded20141983

Identical on both: user rating (Not yet rated), category (Unknown).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in PolicyGenius

  • Quote comparison
  • Policy application
  • Digital underwriting
  • Claims filing
  • Document storage
  • Expert advisors
  • Mobile app
  • Multiple carriers

Only in Applied Epic

  • Client management
  • Commission tracking
  • Document management
  • Real-time carrier downloads
  • Workflow automation
  • Accounting integration
  • Mobile access
  • IVANS

Both cover

  • Policy management
  • Cloud deployment

What people use each for

The jobs each tool is most often brought in to do.

PolicyGenius

  • Life insurance shoppingnot Applied Epic
  • Home insurance comparisonnot Applied Epic
  • Policy managementnot Applied Epic
  • Financial protectionnot Applied Epic

Applied Epic

  • Agency managementnot PolicyGenius
  • Policy administrationnot PolicyGenius
  • Commission managementnot PolicyGenius
  • Client servicingnot PolicyGenius
  • Carrier connectivitynot PolicyGenius

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

PolicyGenius

  • Pricing is quote only; the site states the final insurance policy premium for any policy is determined by the underwriting insurance company following application, with no rates published on site.

Applied Epic

Nothing recorded yet. See the Applied Epic review.

Pricing, plan by plan

PolicyGenius

Free
  • Free Quote ToolFree
    • Compare life insurance quotes
    • Home insurance quotes
    • Auto insurance quotes
  • Premium Support$undefined/month
    • Expert advisor consultation
    • Personalized recommendations
    • Policy comparison

Applied Epic

On request
  • Applied Epic$undefined/month
    • Policy management
    • Commission tracking
    • Client portal
  • Enterprise$undefined/month
    • Everything in Standard
    • Advanced analytics
    • Custom integrations

Which should you pick?

Choose PolicyGenius if

  • You need quote comparison.
  • You want to start without paying.
  • You work on Web, Ios, Android.
  • You also want policy application.
PolicyGenius review

Choose Applied Epic if

  • You need client management.
  • You work on Web, Windows, Ios, Android.
  • You also want commission tracking.
Applied Epic review

Questions people ask

Is PolicyGenius or Applied Epic better?
Neither clearly leads. PolicyGenius starts at Free and Applied Epic at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, PolicyGenius or Applied Epic?
PolicyGenius has a free tier; the other does not. Paid plans start at Free for PolicyGenius and On request for Applied Epic.
Does PolicyGenius or Applied Epic run on more platforms?
PolicyGenius runs on Web, Ios, Android. Applied Epic runs on Web, Windows, Ios, Android.
Can I use PolicyGenius for free?
Yes. PolicyGenius has a free tier, so you can try it without paying. Applied Epic starts at On request.
What is PolicyGenius best used for?
PolicyGenius is most often used for life insurance shopping, home insurance comparison, policy management, financial protection. Of those, life insurance shopping and home insurance comparison are not what Applied Epic is typically brought in for.
What can PolicyGenius do that Applied Epic cannot?
PolicyGenius covers Quote comparison, Policy application, Digital underwriting, Claims filing. Applied Epic covers Client management, Commission tracking, Document management, Real-time carrier downloads. Both handle Policy management, Cloud deployment.
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Related pages

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More on Applied Epic

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