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Insurance · head to head

Vertafore AMS360 vs Applied Epic

Vertafore AMS360 logo

Vertafore AMS360

Insurance

Modern agency management for growing agencies

From
On request
Rated
-
Full reviewWebsite
Applied Epic logo

Applied Epic

Insurance

The most connected agency management system

From
On request
Rated
-
Full reviewWebsite

The short version

  • They diverge on capability: Vertafore AMS360 covers Integrated accounting, Applied Epic covers Client management.

Where they differ

Only the attributes on which Vertafore AMS360 and Applied Epic actually diverge.

Attributes where Vertafore AMS360 and Applied Epic differ
AttributeVertafore AMS360Applied Epic
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Identical on both: starting price (On request), pricing model (subscription), free tier (No), platforms (Web, Windows, Ios, Android), user rating (Not yet rated), category (Insurance).

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 Vertafore AMS360

  • Integrated accounting
  • Business intelligence
  • Commission management
  • Client portal
  • PL Rating
  • InsurLink
  • Microsoft Office
  • Multi-factor authentication

Only in Applied Epic

  • Client management
  • Commission tracking
  • Accounting integration
  • Mobile access
  • Applied CSR24
  • Applied Mobile
  • Outlook
  • 700+ carriers

Both cover

  • Policy management
  • Real-time carrier downloads
  • Document management
  • Workflow automation
  • IVANS
  • QuickBooks
  • DocuSign
  • SOC2
  • Data encryption
  • Role-based access
  • Cloud deployment

What people use each for

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

Vertafore AMS360

  • Agency management for insurance brokers, covering policies and clientsnot Applied Epic
  • Tracking commissions, renewals and accounting for an insurance agencynot Applied Epic

Applied Epic

  • Agency managementnot Vertafore AMS360
  • Policy administrationnot Vertafore AMS360
  • Commission managementnot Vertafore AMS360
  • Client servicingnot Vertafore AMS360
  • Carrier connectivitynot Vertafore AMS360

Where each one falls short

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

Vertafore AMS360

  • No pricing is published, and the product page states no rate, tier or cost driver
  • The only route to a figure is a phone call or contact form

Applied Epic

Nothing recorded yet. See the Applied Epic review.

Pricing, plan by plan

Vertafore AMS360

On request
  • AMS360$undefined/month
    • Policy management
    • Integrated accounting
    • Real-time downloads
  • AMS360 Plus$undefined/month
    • All AMS360 features
    • Advanced analytics
    • API access

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 Vertafore AMS360 if

  • You need integrated accounting.
  • You work on Web, Windows, Ios, Android.
  • You also want business intelligence.
Vertafore AMS360 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 Vertafore AMS360 or Applied Epic better?
Neither clearly leads. Vertafore AMS360 starts at On request and Applied Epic at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Vertafore AMS360 or Applied Epic?
Vertafore AMS360 starts at On request and Applied Epic at On request.
Does Vertafore AMS360 or Applied Epic run on more platforms?
Both run on Web, Windows, Ios, Android, so platform support will not decide this one for you.
What is Vertafore AMS360 best used for?
Vertafore AMS360 is most often used for agency management for insurance brokers, covering policies and clients, tracking commissions, renewals and accounting for an insurance agency. Of those, agency management for insurance brokers, covering policies and clients and tracking commissions, renewals and accounting for an insurance agency are not what Applied Epic is typically brought in for.
What can Vertafore AMS360 do that Applied Epic cannot?
Vertafore AMS360 covers Integrated accounting, Business intelligence, Commission management, Client portal. Applied Epic covers Client management, Commission tracking, Accounting integration, Mobile access. Both handle Policy management, Real-time carrier downloads, Document management, Workflow automation.
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Related pages

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