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Applied Epic vs BrokerEdge 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…

BrokerEdge

4.3(4 reviews)

Starting at Contact for pricing

  • Large Enterprises
  • Small Business

BrokerEdge is cloud-based insurance broking software that replaces spreadsheet-based workflows with automation and connectivity tools. It handles commission management, client interactions, and operational tasks at scale…

BrokerEdge leads on user satisfaction with a 4.3-star rating across 4 reviews.

Applied Epic vs BrokerEdge — at a glance

FeatureApplied EpicBrokerEdge
Rating4.3 / 5
Reviews4
Starting priceContact for pricingContact for pricing
Free trial No No
Free version No No
Best forSmall Business, Medium BusinessLarge Enterprises, Small Business, Medium Business
CategoryInsurance Agency Management SoftwareInsurance Agency Management Software
PlatformsCloudBrowser Based (Cloud)
APIAvailable
Support modesCustomer support via sales contact, Online resources and white papersBusiness Hours
Certifications
Data residencyUSGlobal

Key differences between Applied Epic and BrokerEdge

  • Target audience: Applied Epic is built for Small Business and Medium Business, while BrokerEdge targets Large Enterprises and Small Business.
  • Deployment: Applied Epic supports Cloud; BrokerEdge supports Browser Based (Cloud).

Applied Epic vs BrokerEdge — 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
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BrokerEdge
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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

BrokerEdge

Best for insurance brokers needing scalable, automated commission management.

Choose if
  • You run an insurance brokerage firm seeking advanced automation tools.
  • Your team requires efficient, cloud-based commission management capabilities.
  • You want a scalable, on-demand platform tailored for insurance operations.
Consider alternatives if
  • You need clear, out-of-the-box pricing transparency before purchase.
  • Your organization operates outside the insurance brokerage industry.

Applied Epic: Best for insurance agencies needing AI-powered, integrated underwriting and portfolio management. BrokerEdge: Best for insurance brokers needing scalable, automated commission management.

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

BrokerEdge is cloud-based insurance broking software that replaces spreadsheet-based workflows with automation and connectivity tools. It handles commission management, client interactions, ... Read More about BrokerEdge

Free Trial Availability

  • No free trial
  • No free trial

User Ratings

Based on verified Spotsaas reviews

4.25

(4)

Best Company Size

51-500 employees501-1000 employees1001+ employees
Small BusinessLarge Enterprises
Get pricing help
Get pricing help

Software Demo

Demo

No software demo available

BrokerEdge has not given any software demo yet

If you're the owner of this profile, add your demo.Contact us

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Share your priorities, budget, and team needs, and we’ll help you narrow the options and understand the tradeoffs before you talk to vendors.

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  • Independent advice — matched to your business
  • Understand the tradeoffs before you talk to vendors
  • Free 15-min call with a software advisor.

Step 1 of 4

How big is your team?

We tailor recommendations to companies your size.

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How do Applied Epic and BrokerEdge Compare on Features?

Total Features

9 Features

6 Features

Unique Features

No unique features

No unique features

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Get Quote

Compare Applied Epic and BrokerEdge 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.

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.

HIPAA

✗ No

Data Residency

🇺🇸 US
🌐 Global

Applied Epic User Reviews & Rating Comparison

User Ratings

No reviews available for the product

Rating Distribution

No reviews available for this product

2

2

0

0

0

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

  • Advanced automation tools for brokers

  • Efficient commission management capabilities

  • Cloud-based platform enabling scalability and on-demand access

  • Lack of publicly available pricing information

  • Limited user reviews and feedback to assess performance

Positive Reviews

No reviews available for the product

No reviews available for the product

Used Applied Epic or BrokerEdge? Tell buyers what actually differs.

Media and Screenshots

Videos

video-0

2 Videos

No videos available.

Top Alternatives to Applied Epic and BrokerEdge 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 BrokerEdge?
BrokerEdge edges out the other on user ratings (4.3 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 BrokerEdge offer a free trial?
Neither Applied Epic nor BrokerEdge currently lists a free trial.
What is the starting price of Applied Epic vs BrokerEdge?
Applied Epic starts at Contact for pricing. BrokerEdge starts at Contact for pricing.
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 BrokerEdge?
Top alternatives to BrokerEdge include Profit Power, BmBy.expert, Brokerage Engine, BrokerIQ, eOmni.