Applied Epic review
The most powerful and scalable AMS for large, complex insurance agencies.
Top 11 rank
#1 of 11
Score
9.3/9.4
Pricing
$$$$ ($200 to $400/user/mo)
HQ
University Park, IL, USA
Verdict
Applied Epic is the top choice for enterprise-level agencies due to its unmatched capabilities in managing complex commercial accounts and its extensive integration marketplace.
What customers praise
Its open architecture allows for a high degree of customization and integration with over 350 third-party applications, a scale no competitor matches.
What customers criticise
The platform's power comes with significant complexity and cost, often involving setup fees exceeding $10,000 and a steep learning curve for new users.
Best for
Large, multi-location agencies that require deep customization for complex commercial lines and extensive reporting.
At a glance
- Integrations: Salesforce, DocuSign, QuickBooks, Microsoft Outlook, Various quoting tools
- Compliance: SOC 2, GDPR
- Regions served: USA, Canada, UK, Ireland
- Typical onboarding: 90 days
Red flags
Public risk signals as of June 2026: none. No material public risk signals as of 2026-06-30. See the full red-flag report.
Alternatives
See alternatives to Applied Epic, or compare against the next-ranked entry: Applied Epic vs Vertafore AMS360.
Source: Top 11 The 11 Best Insurance Agency Management Software (2026), verified June 30, 2026 — no paid placement.