Comparison · Insurance

Agent CRM vs Applied Epic

Agent CRM and Applied Epic side by side for insurance: scores by criterion, native features, and pricing.

Updated September 30, 2026

Insurance software

Agent CRM

5.5

Fairout of 10

All-in-one sales and marketing CRM for insurance agents — pipelines, power dialer, two-way SMS, funnels, and pre-built “Branning Bundles” for Medicare, life, P&C, and more. Public $97/month after trial. Not an AMS and not a commission ledger.

From $97/mo after a 14-day trial; carrier fees for SMS and calling extra

Read full profile Official site

Higher scoreInsurance software

Applied Epic

7.1

Fairout of 10

Widely used browser-native AMS for growth-minded independent agencies — policy lifecycle, embedded personal and commercial quoting, insurance accounting, sales automation, and renewals. Implementation is a project; public seat prices are not on the product page.

Contact for pricing

Read full profile Official site

Criteria where Agent CRM wins

Ties

Criteria where Applied Epic wins

Score by criterion

In green, who wins the criterion. The overall score uses insurance weights: policies and book of business and commissions and carrier money weigh more.

CriterionAgent CRMApplied Epic

Policies and book of business1.4×
Policy records — number, coverage, carrier, and status — without a parallel spreadsheet or a second system of record.
3.2
9.4
Commissions and carrier money1.2×
Commission tracking, splits, or carrier-statement reconciliation in the same product as the policy — not a sibling SKU or a spreadsheet.
2.4
9.0
Renewals and retention1.1×
Renewal workflow, alerts, and retention on the in-force book — not only a “won” stage or a new-business funnel.
5.2
8.8
Native messaging0.9×
Native SMS or messaging inbox on the client or policy card, with team history. WhatsApp Business API also counts. Portal-only chat and marketplace apps do not.
8.6
4.0
Price and transparency0.8×
Public plan in USD, trial, and what sits outside the monthly fee. Mandatory add-ons for day-to-day AMS work lower the score.
8.4
3.5
Learning curve0.8×
English UI, policy and commission vocabulary, and time until a producer or CSR can work without a months-long implementation project.
8.2
5.0
Overall score
5.5
7.1

Native features

Only what is part of the product counts. Marketplace integrations or third-party apps are out.

FeatureAgent CRMApplied Epic

Policy book of businessNoYes
Commissions & carrier moneyNoYes
Renewals & retentionNoYes
Multi-carrier quotingNoYes
Insurance complianceNoYes
Native messagingYesNo
Sales pipelineYesYes
Vendor mobile appNoNo

Compare with another rival

Each pair has its own page. The ranking only highlights the main duels — the rest are here and on each CRM profile.

Compare Agent CRM with

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