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Applied Epic vs AgencyZoom Comparison

Last updated:

Applied Epic

Starting at Contact for pricing

  • Small Business
  • Medium Business

Applied Epic is a leading insurance agency management system designed to streamline workflows and enhance operational efficiency for independent insurance agencies. It integrates AI-driven automation tailored specificall…

AgencyZoom

4.6(5 reviews)

Starting at $89.10 /Month

  • Free Trial
  • Large Enterprises
  • Medium Business

AgencyZoom is an advanced, user-friendly platform designed to make sales, marketing, and customer service easier and more efficient for insurance agents. This modern solution maximizes productivity, simplifies daily task…

AgencyZoom leads on user satisfaction with a 4.6-star rating across 5 reviews.

Applied Epic vs AgencyZoom — at a glance

FeatureApplied EpicAgencyZoom
Rating4.6 / 5
Reviews5
Starting priceContact for pricing$89.10 /Month
Free trial No Yes
Free version No No
Best forSmall Business, Medium BusinessLarge Enterprises, Medium Business, Small Business
CategoryInsurance Agency Management SoftwareInsurance Agency Management Software
PlatformsCloudSaaS/Web/Cloud, Mobile - Android, Mobile - iOS
APIAvailable
Support modesCustomer support via sales contact, Online resources and white papersOnline
CertificationsSOC 2
Data residencyUSUS

Key differences between Applied Epic and AgencyZoom

  • Pricing: AgencyZoom starts at $89.10 /Month. Applied Epic pricing is not publicly listed.
  • Free trial: AgencyZoom offers a free trial; Applied Epic does not.
  • Target audience: Applied Epic is built for Small Business and Medium Business, while AgencyZoom targets Large Enterprises and Medium Business.
  • Deployment: Applied Epic supports Cloud; AgencyZoom supports SaaS/Web/Cloud, Mobile - Android, Mobile - iOS.

Applied Epic vs AgencyZoom — find the better fit before you commit.

01

Which tool fits your team best

02

Which is actually cheaper for your team size

03

Where each product wins, per real buyers

Most Insurance Agency Management Software tools look identical on paper. This comparison cuts to the differences that matter — pricing structure, team fit, and what real buyers found after signing up.

Applied Epic Logo
Talk to an expert
Talk to an expert
AgencyZoom - New SaaS Software
Talk to an expert
Talk to an expert

Biggest differences

Start here before you go deeper into features.

Applied Epic

Best for insurance agencies needing AI-powered, integrated underwriting and portfolio management.

Choose if
  • You require specialized AI tailored for insurance workflows
  • You manage large or multiple insurance portfolios
  • You want an end-to-end agency management platform
Consider alternatives if
  • You need transparent, self-service pricing upfront
  • You prefer minimal setup and training

AgencyZoom

Best for

Large Enterprises, Medium Business, Small Business

Applied Epic typically suits Small Business and Medium Business. AgencyZoom tends to fit Large Enterprises and Medium Business better. The right choice depends on your team size, workflow, and whether a free trial matters.

Description

Applied Epic is a leading insurance agency management system designed to streamline workflows and enhance operational efficiency for independent insurance agencies. It integrates AI-driven ... Read More about Applied Epic

AgencyZoom is an advanced, user-friendly platform designed to make sales, marketing, and customer service easier and more efficient for insurance agents. This modern solution maximizes ... Read More about AgencyZoom

Entry Level Pricing

  • Not Available
  • Starts from $89.10 , Billed Yearly

Free Trial Availability

  • No free trial

User Ratings

Based on verified Spotsaas reviews

4.6

(5)

Best Company Size

51-500 employees501-1000 employees1001+ employees
Get pricing help
Get pricing help

Software Demo

Demo

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How do Applied Epic and AgencyZoom Compare on Features?

Total Features

9 Features

7 Features

Unique Features

No unique features

No unique features

Get Quote
Get Quote

Compare Applied Epic and AgencyZoom on pricing

Review starting price, plan structure, and free-trial access side by side so you can see which option fits your budget and buying process.

Pricing Option

      Starting From

      • Not Available
      • $89.10 , Billed Yearly

      Pricing Plans

      • Not Available
      • Pro (Independent Agent)

        • Prospecting automation

        • Goal management

        • Zapier integration

        Show more +

      • Growth (Independent Agent)

        • Prospecting automation

        • Goal management

        • Zapier integration

        Show more +

      • Essential (Independent Agent)

        • Prospecting automation

        • Goal management

        • Zapier integration

        Show more +

      • Browse all pricing plans

      Pricing Page

      Pricing information not available

      AgencyZoom pricing

      Other Details

      Organization Types supported

      • Large Enterprises
      • Small Business
      • Medium Business
      • Large Enterprises
      • Small Business
      • Medium Business

      Platforms Supported

      • Browser Based (Cloud)
      • Mobile - Android
      • Mobile - iOS
      • Installed - Windows
      • Browser Based (Cloud)
      • Browser Based (Cloud)
      • Mobile - Android
      • Mobile - iOS
      • Installed - Windows
      • Browser Based (Cloud)

      Modes of support

      • 24/7 (Live rep)
      • Business Hours
      • Online
      • 24/7 (Live rep)
      • Business Hours
      • Online

      API Support

      • Available
      • Not Available
      Get help choosing
      Get help choosing

      Security & Compliance

      Certifications, data handling, and security controls for IT and compliance evaluators.

      SOC 2

      ✓ Yes

      HIPAA

      ✗ No

      Data Encryption

      ✓ Yes

      Data Residency

      🇺🇸 US
      🇺🇸 US

      Applied Epic User Reviews & Rating Comparison

      User Ratings

      No reviews available for the product

      Rating Distribution

      No reviews available for this product

      10

      4

      1

      0

      0

      Spotsaas Editor’s POV generated by AI

      Buyer sentiment

      Highly rated by users for its insurance-specific automation and comprehensive features.

      What buyers like

      • Robust AI-driven automation
      • Strong integration across insurance workflows
      • Reliable and trusted by large agencies

      Common complaints

      • Pricing and plans not publicly disclosed
      • Steep learning curve for some users

      Buyer sentiment

      Buyer sentiment is very strong across 15 reviews, with consistently positive feedback.

      What buyers like

      • User-friendly platform
      • Streamlines agency management
      • Maximizes productivity

      Common complaints

      • Limited customization options
      • May not suit large agencies
      • Pricing may be unclear

      Pros and Cons

      • Deep insurance industry expertise embedded in AI

      • Comprehensive end-to-end insurance workflow coverage

      • Strong adoption by top independent agencies and brokerages

      • Lack of publicly available pricing information

      • Potential learning curve for AI features

      • Streamlines sales and customer service for insurance agents.

      • User-friendly design encourages quick adoption.

      • Maximizes productivity with integrated tools.

      • Limited customization may not meet all agency needs.

      • May not be suitable for larger agencies with complex requirements.

      Positive Reviews

      No reviews available for the product

      No reviews available for the product

      List of Customers

      Customers

      No Customers information available.

      HORTON

      HORTON

      INSFINITY

      INSFINITY

      THE SIG INSURANCE

      THE SIG INSURANCE

      Media and Screenshots

      Screenshots

      No screenshots available.

      Lead

      2 Screenshots

      Videos

      video-0

      2 Videos

      video-0

      1 Videos

      Top Alternatives to Applied Epic and AgencyZoom in 2026

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      Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

      Frequently asked questions

      Which is better, Applied Epic or AgencyZoom?
      AgencyZoom edges out the other on user ratings (4.6 vs -1.0). That said, the best pick depends on your use case — use the comparison tables above to evaluate each dimension.
      Do Applied Epic and AgencyZoom offer a free trial?
      AgencyZoom offers a free trial. Applied Epic does not.
      What is the starting price of Applied Epic vs AgencyZoom?
      Applied Epic starts at Contact for pricing. AgencyZoom starts at $89.10 /Month.
      What are the top alternatives to Applied Epic?
      Top alternatives to Applied Epic include EZLynx, BriteCore, Duck Creek Policy, Guidewire PolicyCenter, AUSIS.
      What are the top alternatives to AgencyZoom?
      Top alternatives to AgencyZoom include Zomentum, MemberSuite, Service Provider Pro, Qualified, Agencyjoy.

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