# Compare Agency Matrix vs Applied Epic 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Applied Epic and Agency Matrix based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/50949-70671/Agency-Matrix-vs-Applied-Epic

---

# Applied Epic vs Agency Matrix Features and Cost Comparison

Last updated March 13th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

Applied EpicAgency Matrix2/4 selected

[Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)[4.2 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/)

[Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/)[3.7 (104)](https://www.capterra.com/p/50949/Agency-Matrix/reviews/)

[## Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)[4.2 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/)

Starting Price

$1000.00one time

Value-for-Money

3.7

Functionality

4.1

Ease of Use

3.8

Customer Service

4.2

Reviews Sentiment

LB

Based on [141 reviews](#user-reviews)

Positive

113

Neutral

16

Negative

12

[## Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/)[3.7 (104)](https://www.capterra.com/p/50949/Agency-Matrix/reviews/)

Starting Price

Contact vendor

Value-for-Money

3.7

Functionality

3.4

Ease of Use

3.6

Customer Service

3.4

Reviews Sentiment

CC

MK

GT

Based on [104 reviews](#user-reviews)

Positive

68

Neutral

14

Negative

22

## Send this comparison chart to my inbox

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## Summary

* * *

Features in Insurance Software

Best performer

48 / 50

Only Applied Epic

-   Access Controls/Permissions
-   Accounting Integration
-   Alerts/Notifications

25 / 50

User satisfaction

User satisfaction

4.2

User reviews[141](https://www.capterra.com/p/70671/Applied-Epic/reviews/)

Ease of use

3.8

Functionality

4.1

Value for money

3.7

Customer support

4.2

User satisfaction

3.7

User reviews[104](https://www.capterra.com/p/50949/Agency-Matrix/reviews/)

Ease of use

3.6

Functionality

3.4

Value for money

3.7

Customer support

3.4

Price starts from

Price starts from

$1000One Time

-   Free version
-   Free trial

Price starts from

\--

-   Free version
-   Free trial

Best for

Best for

Applied Epic® is best for mid-market to enterprise agencies that need to manage the customer lifecycle across all lines of business and staff.

Best for

Independent insurance agencies and brokers in the United States.

## User reviews

Pros & cons

LB

Laura B.

Senior Account Manager

> "Creating task, digital marketing to clients and client based applications, really brings a new level of..."

[See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___7070473)

LB

Laura B.

Senior Account Manager

> "Losing document writer when we went to the web base version was unfortunate. "

[See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___7070473)

LB

Laura B.

Senior Account Manager

> "Definitely more efficient for big business that have in house staff working of configuration. When..."

[See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___7070473)

CG

Cody G.

IT

> "Hung up on multiple times with no follow up calls"

[See full review](https://www.capterra.com/p/70671/Applied-Epic/#SoftwareAdvice___6697506)

AM

Amanda M.

Account Manager

> "The activities are a huge perk for reminders and tasks."

[See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___6651484)

Daniel A.

Account Services Representative

> "However, from a technical standpoint, the software is not as streamlined as it could be which causes..."

[See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___4500529)

Tammy S.

Transportation Dept Customer Service Manager

> "Having user friendly access to all information in one place."

[See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___6710890)

MG

Mark G.

Agent

> "It will waste your agency time, not save it."

[See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___6187769)

AI

Aleksandar I.

CSR

> "We have all the documents needed in the platform, it was very easy to find them, dowload, upload etc."

[See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___5100424)

NC

Nick C.

Commercial Client Associate

> "The transaction screen seems overly complicated and functions such as adjusting transaction types after..."

[See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___2865748)

AM

Amanda M.

Account Manager

> "Epic is extremely easy to use, making it the most user friendly system to use."

[See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___6651484)

JS

Jason S.

Owner

> "It is not user friendly, and very time consuming."

[See full review](https://www.capterra.com/p/70671/Applied-Epic/#SoftwareAdvice___6215754)

JC

Janet C.

Account Manager

> "If you were using a different software as far as transitioning over was very easy. "

[See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___6118325)

VR

Verified Reviewer

President

> "Customer service has been exceptional but the quality of the product is poor and it is likely that we..."

[See full review](https://www.capterra.com/p/70671/Applied-Epic/#GetApp___2227542)

JC

Janet C.

Account Manager

> "There are a lot of features that EPIC has. "

[See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___6118325)

KT

Kathryn T.

Commercial Account Manager

> "Mapping of data fields to proposal is absurdly constructed."

[See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___2426980)

NB

Nichole B.

Agency Business Consultant

> "It allows for ease of use, tracking the client and their needs, as compared to paper and pencil."

[See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___3984673)

CH

Colle H.

Marketing manager

> "It was not the most friendly for the sales process when it came to wanting to quickly go through your..."

[See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___2496722)

GF

Gretchen F.

CSR

> "I liked how you could quote and existing client from their home screen just by a click of a tab"

[See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___4029282)

DM

Danielle M.

admin/manager

> "There was so much set up to go through and it was a process that took more time than anything."

[See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___2792917)

RB

Rebecca B.

Insurance Advisor

> "I love that this software will allow you to set up your entire days to do list on the front screen."

[See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___2897841)

KT

Kathryn T.

Commercial Account Manager

> "Marketing module is absurdly combersome."

[See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___2426980)

NB

Nichole B.

Agency Business Consultant

> "Makes life as an agent so much simpler."

[See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___3984673)

KT

Kathryn T.

Commercial Account Manager

> "Horrific learning curve for new users. "

[See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___2426980)

GF

Gretchen F.

CSR

> "Requoting a client was easy to do"

[See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___4029282)

KT

Kathryn T.

Commercial Account Manager

> "quality poor."

[See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___2426980)

[View Reviews](https://www.capterra.com/p/70671/Applied-Epic/reviews/)

CC

Chris C.

Owner/Manager

> "Tech support and customer service were both great - and that's good because you WILL need tech..."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___3778326)

NT

Nate T.

COO

> "you landing pages and client pages have abunch of wasted real estate due to a failure to move the..."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___7046446)

MK

Michelle K.

Vice President

> "The one thing I did like was when typing Certificates the system auto filled almost everything."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___3199583)

NT

Nate T.

COO

> "Programming team is sub par at best, no SQL support and very hard to get htem on the phone"

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___7046446)

GT

Greg T.

V-President

> "The videos in most cases allow you to setup your agency in a long weekend and minor tweaks..."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193144)

KM

Kaitlyn M.

Account executive

> "The slowness when opening attachments, sending emails looked very funny from the system and we never..."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___6508316)

BL

BLANCA L.

Agent/ Owner

> "I have been using Agency Matrix maybe like the past 15 years or more, I was employed and that..."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193246)

NT

Nate T.

COO

> "wasted a decade of my agency time with this."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___7046446)

MA

Maria A.

agent

> "That I can text and send payment alert to my clients, keep their information on file and check my..."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193245)

VR

Verified Reviewer

Owner

> "The support its non existent, you email support nothing - call one one picks up you leave a message..."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#GetApp___5001220)

SH

Sharon H.

President

> "Being able to travel and still take care of your clients because I have to software to access at all..."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193133)

KM

Kaitlyn M.

Account executive

> "Not the easiest to do commissions."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___6508316)

EA

ESSAM A.

President

> "The number of users and price and it’s geared more to commercial and the scanning is better than..."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200461)

CC

Chris C.

Owner/Manager

> "It did NOT bring in policy coverages when transferring to Agency Matrix."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___3778326)

RH

ROBERTA H.

Office Manager

> "Having Agency Matrix as our agency management system for over 5 years has helped us manage things..."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200489)

AB

Allegra B.

Executive Assistant

> "Every update they have done has led to serious system outages, glitches, and causing tasks to take..."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___3092271)

LT

LESLIE T.

owner

> "I am also pleased with the updates they provide as they integrate new ideas making their product..."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2209835)

JB

Jacob B.

Insurance Agent

> "No customer service"

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#SoftwareAdvice___6206969)

BE

Brannon E.

Owner

> "I like the amount of features that can be utilized inside the software."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193425)

CD

Christian D.

Owner/Agent

> "It's a mess of useless crap that you have to sort through to make anything useful and even then it..."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___4717127)

RR

Rubymir R.

Office Owner

> "I also loved received an email in my inbox with the items due for that day."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2194027)

CC

Chris C.

Owner/Manager

> "Instead of an improvement from Insurance Pro as we were told, it's simply causing so much more work..."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___3778326)

BD

Brittany D.

Insurance Agent

> "I also really like the availability of training videos on the site."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2634365)

RA

Robyn A.

Account Executive

> "It is not that easy to use, often times we need to put in information more than once before the..."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___4319589)

AO

Amy O.

Owner

> "When we started our agency they were also relatively new so we felt like they took the time to truly..."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2209811)

ME

Marcus E.

Principal Agent

> "It can be overwhelming at first"

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___3854885)

AO

ANTONIO O.

Manager

> "Initial Price vs benefit was great. As it has evolved, new features have come handy."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200926)

SH

SHEILA H.

OFFICE MANAGER

> "I have to ok it a couple of times before it will actually scan so it takes alot of unnecessary time..."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2209665)

SP

Staci P.

owner

> "There are a lot added options for those who have the time to figure it out. "

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193171)

SE

Stacy E.

Owner

> "I had to leave messages and call back many times before someone would actually talk to me about it...."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2202021)

GD

GARY D.

COMMERCIAL ACCOUNT MANAGER

> "EASY TO STORE CLIENT INFORMATION, CLIENT SEARCH WORKS WELL. "

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200898)

BR

Ben R.

Sales Agent

> "Features sometimes don't work properly. When a software update comes out it will sometimes resets..."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193243)

JC

James C.

owner agent

> "Its not a big giant system just a good easy to use system that does most task a smaller agency would..."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2201054)

RR

Rubymir R.

Office Owner

> "Recurring problems when sending emails from Agency Matrix and pdf files"

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2194027)

SC

Steve C.

President

> "With each update is a new learning curve for staff. "

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193113)

DC

David C.

Owner

> "It is tedious to enter carrier names, addresses, naic numbers, etc"

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2194230)

SE

Stacy E.

Owner

> "As a new owner of an agency I am 100% for change, but only if it makes things better."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2202021)

BE

Brannon E.

Owner

> "A lot of the features are overwhelming and do not understand what the workflow is or how to best use..."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193425)

GD

GARY D.

COMMERCIAL ACCOUNT MANAGER

> "IT'S AN EFFECTIVE WORKAROUND, BUT IT'S JUST CUMBERSOME. "

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200898)

MK

Michelle K.

Vice President

> "The customer service was terrible."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___3199583)

SE

Stacy E.

Owner

> "We like how easy it is to access our customers information."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2202021)

SE

Stacy E.

Owner

> "I hate that the product is made for car insurance, which we do not sell."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2202021)

CG

Cindy G.

Owner

> "Very useful to store customer’s info."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2201182)

AM

Adam M.

Owner

> "There are no good options for interacting in real time with clients."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200473)

DB

Donna B.

Office Manager/Agent

> "Our transition was slow, but she was patient and super helpful. "

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2208159)

AO

ANTONIO O.

Manager

> "Reports name and descriptions are really confusing and set expectations that are not met by them."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200926)

MS

Mark S.

owner

> "There are some functions that are user friendly."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200662)

MM

Monica M.

Owner

> "There is no way to reconcile my agency sweep account. "

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2212807)

SR

Stephen R.

Owner

> "I like the ease of use and customer support prior to ITC"

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193073)

JT

Joanne T.

co owner

> "the font on reports are extremely small and hard to read"

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193760)

JC

Joan C.

Owner

> "I like the easy and ability to work anywhere with the system"

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193194)

MW

Michele W.

Owner/Agent

> "It is sometime difficult and time consuming to set up new functions or companies."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200514)

CS

Cheryl S.

owner

> "The company has provided excellent support & training. "

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193219)

AO

ANTONIO O.

Manager

> "We had to learn most of them by Try & error, and we may still not have mastered all features."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200926)

CM

Cecilia M.

owner

> "I like it that the training when we started was very helpful"

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2208065)

MM

Monica M.

Owner

> "Setting up custom letters is very difficult. "

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2212807)

AN

Amy N.

Owner

> "At the time I purchased, the price was very attractive. "

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2209941)

JC

James C.

owner agent

> "I really wish the downloads sysem had an undo button."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2201054)

JR

Jeff R.

Agency Owner

> "It was pretty easy to use, and add/update data"

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193090)

BE

Brannon E.

Owner

> "Currently looking for a new CRM just because the support level is zero."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193425)

JC

Joan C.

Owner

> "Easy of use and understanding with someone always there if you should need help"

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193194)

GG

GUSTAVO G.

OWNER

> "WHAT I DONT REALLY LIKE ABOUT THIS SOFTWARE IS THE TRAINING VIDEOS IS NOT TO HELPFUL"

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193694)

JR

Jeff R.

Agency Owner

> "It's been a good experience so far and with independence 1 month away, I'm hoping it stays that way!"

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193090)

SC

Steve C.

President

> "Certificate process needs a lot more work. "

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193113)

BS

Bob S.

Owner

> "Easy to use and making changes."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193096)

GC

Grace C.

Owner

> "It has been hard on occasion to get a hold of customer service."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2204641)

WD

William D.

Owner

> "Friendly to use."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2204935)

DC

David C.

Owner

> "The initial set up can be cumbersome. "

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2194230)

CM

Cecilia M.

owner

> "I really enjoy using the easy system"

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2208065)

LF

LAQUICA F.

Agency Principal

> "when having commercial clients it is not as easy as I have had. "

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200590)

DB

Donna B.

Office Manager/Agent

> "SENSITIVE CONTENT HIDDEN\], our trainer, was wonderful. "

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2208159)

LA

Leslie A.

Office Administrator

> "The reports are not as easy to work up as you would think."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193142)

JU

John U.

OWNER BROKER

> "Its been easy to use."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200725)

MS

Mark S.

owner

> "A great deal of repetitive entry."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200662)

[View Reviews](https://www.capterra.com/p/50949/Agency-Matrix/reviews/)

## User interface

4.17 (141)

[Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/)

3.71 (104)

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### Features

Applied Epic

Top features

48/50

-   Access Controls/Permissions
-   Accounting Integration
-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   Alerts/Notifications
-   API
-   Audit Trail
-   Calendar Management
-   Claims Management
-   Client Management
-   Client Portal
-   Commission Calculations
-   Commission Management
-   Configurable Workflow
-   Contact Database
-   Contact Management
-   Customizable Branding
-   Customizable Fields
-   Customizable Forms
-   Customizable Reports
-   Customizable Templates
-   Document Management
-   Document Storage
-   Document Templates
-   Email Management
-   Email Marketing
-   Forms Management
-   Generative AI
-   Insurance Policy Management
-   Insurance Rating
-   Invoice Management
-   Lead Management
-   Life & Health
-   Monitoring
-   Pipeline Management
-   Policy Management
-   Property & Casualty
-   Quotes/Estimates
-   Real-Time Reporting
-   Referral Tracking
-   Reminders
-   Reporting & Statistics
-   Risk Assessment
-   Search/Filter
-   Self Service Portal
-   SSL Security
-   Status Tracking
-   Task Management
-   Third-Party Integrations

[See all features](https://www.capterra.com/p/70671/Applied-Epic/#features)

Agency Matrix

25/50

-   Access Controls/Permissions
-   Accounting Integration
-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   Alerts/Notifications
-   API
-   Audit Trail
-   Calendar Management
-   Claims Management
-   Client Management
-   Client Portal
-   Commission Calculations
-   Commission Management
-   Configurable Workflow
-   Contact Database
-   Contact Management
-   Customizable Branding
-   Customizable Fields
-   Customizable Forms
-   Customizable Reports
-   Customizable Templates
-   Document Management
-   Document Storage
-   Document Templates
-   Email Management
-   Email Marketing
-   Forms Management
-   Generative AI
-   Insurance Policy Management
-   Insurance Rating
-   Invoice Management
-   Lead Management
-   Life & Health
-   Monitoring
-   Pipeline Management
-   Policy Management
-   Property & Casualty
-   Quotes/Estimates
-   Real-Time Reporting
-   Referral Tracking
-   Reminders
-   Reporting & Statistics
-   Risk Assessment
-   Search/Filter
-   Self Service Portal
-   SSL Security
-   Status Tracking
-   Task Management
-   Third-Party Integrations

[See all features](https://www.capterra.com/p/50949/Agency-Matrix/#features)

### Recognition

No recognitions have been awarded to Applied Epic

No recognitions have been awarded to Agency Matrix

### Deployment & support

Applied Epic

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Agency Matrix

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Applied Epic

-   By Applied Systems
-   Located in United States
-   Founded in 2016

Agency Matrix

-   By Zywave
-   Located in United States
-   Founded in 1995

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