AgencyZoom vs Applied Epic
Side-by-side from the Top 11 rankings of Canopy Connect vs AgencyZoom vs Quandri: 11 Best AI Tools for Insurance Agents 2026 and Applied Epic vs Vertafore AMS360 vs HawkSoft: 11 Best Insurance Agency Management Software 2026. Last verified September 17, 2026.
The short answer
Applied Epic ranks higher on Top 11 (#1 vs #2) for Owners, principals and operations leads at United States independent property and casualty agencies, from a two producer shop to a 200 person brokerage, choosing AI software that has to reach the agency management system they already pay for. / Independent insurance agents and agency owners managing policies, clients, and commissions. The most powerful and scalable AMS for large, complex insurance agencies.
At a glance
| AgencyZoom | Applied Epic | |
|---|---|---|
| Top 11 rank | #2 / Canopy Connect vs AgencyZoom vs Quandri: 11 Best AI Tools for Insurance Agents 2026 | #1 / Applied Epic vs Vertafore AMS360 vs HawkSoft: 11 Best Insurance Agency Management Software 2026 |
| Score (out of 9.4) | 7 | 9.3 |
| Best for | Agencies running the pipeline and the renewal list out of a spreadsheet | Large, complex agencies |
| Pricing | $$ (Essential $149, Growth $199, Pro $349 per month; Allstate and Farmers plans $99 and $129; 20 percent off annual; 14 day free trial) | $$$$ ($200 to $400/user/mo) |
| HQ | — | University Park, IL, USA |
| Founded | — | 1983 |
AgencyZoom
Six named agency management systems and a published $149 floor. It just does not claim any AI of its own.
www.agencyzoom.com/Applied Epic
The most powerful and scalable AMS for large, complex insurance agencies.
www.appliedsystems.com/en-us/products/applied-epic/Methodology and scoring weights live at /methodology. No vendor pays for placement — see about.