# Compare Applied Epic vs EZLynx 2026 | Capterra

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

Source: https://www.capterra.com/compare/70671-102928/Applied-Epic-vs-EZLynx

---

# Applied Epic vs EZLynx 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 EpicEZLynx2/4 selected

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

[EZLynx](https://www.capterra.com/p/102928/EZLynx/)[3.7 (74)](https://www.capterra.com/p/102928/EZLynx/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

[## EZLynx](https://www.capterra.com/p/102928/EZLynx/)[3.7 (74)](https://www.capterra.com/p/102928/EZLynx/reviews/)

Starting Price

Contact vendor

Value-for-Money

3.4

Functionality

3.3

Ease of Use

3.7

Customer Service

3.3

Reviews Sentiment

SM

NW

Based on [74 reviews](#user-reviews)

Positive

46

Neutral

15

Negative

13

## Send this comparison chart to my inbox

### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.

## Summary

* * *

Features in Insurance Software

Best performer

48 / 50

Only Applied Epic

-   Access Controls/Permissions
-   Activity Tracking
-   Audit Trail

27 / 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[74](https://www.capterra.com/p/102928/EZLynx/reviews/)

Ease of use

3.7

Functionality

3.3

Value for money

3.4

Customer support

3.3

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 agents seeking to expand their agency's productivity and streamline workflows.

## 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/)

Shaun M.

Producer

> "This means I can get back to prospects while they're still hot, not three days later when they've already moved on to..."

[See full review](https://www.capterra.com/p/102928/EZLynx/#Capterra___7091483)

Shaun M.

Producer

> "Occasionally, the preliminary rates pulled through the comparative rater don't align perfectly with what carriers..."

[See full review](https://www.capterra.com/p/102928/EZLynx/#Capterra___7091483)

NW

Noah W.

Producer agent

> "As an agent, it is an invaluable time saver to have policy information uploaded from multuple carriers to one place."

[See full review](https://www.capterra.com/p/102928/EZLynx/#Capterra___6759648)

KK

Kevin K.

Owner

> "Unfortunately, I quickly found that Ezlynx did not provide the functionality we needed, leading to inefficiencies and..."

[See full review](https://www.capterra.com/p/102928/EZLynx/#Capterra___6317242)

KB

Kimberly B.

Office Manager

> "The simple, beautiful design."

[See full review](https://www.capterra.com/p/102928/EZLynx/#Capterra___7008819)

DF

DONALD F.

AGENCY PRODUCER

> "Overall, it feels generic and limited if you want to build efficient, high-functioning workflows.”"

[See full review](https://www.capterra.com/p/102928/EZLynx/#Capterra___6850894)

GF

Gretchen F.

CSR

> "The ability to put information into one system for easy quoting, the integration with our management system was good"

[See full review](https://www.capterra.com/p/102928/EZLynx/#Capterra___4075405)

KB

Kimberly B.

Office Manager

> "Basically, policies were reverting to the pre-renewal info, and just not processing the renewal changes."

[See full review](https://www.capterra.com/p/102928/EZLynx/#Capterra___7008819)

CC

Cary C.

Director

> "Rating engine is decent and rarely goes down. "

[See full review](https://www.capterra.com/p/102928/EZLynx/#Capterra___3576397)

DF

DONALD F.

AGENCY PRODUCER

> "Some carriers don’t fully integrate or require manual workarounds"

[See full review](https://www.capterra.com/p/102928/EZLynx/#Capterra___6850894)

PA

Phillip A.

Insurance Broker

> "I am able to keep track of x dates, renewals and client documents better than with the other CRM I was using, and..."

[See full review](https://www.capterra.com/p/102928/EZLynx/#Capterra___2788687)

DF

DONALD F.

AGENCY PRODUCER

> "Tech support can be slow or inconsistent depending on the issue"

[See full review](https://www.capterra.com/p/102928/EZLynx/#Capterra___6850894)

CH

Chase H.

Principal Broker

> "Rating is great, and the system is cleanly laid out and easy to use."

[See full review](https://www.capterra.com/p/102928/EZLynx/#Capterra___3847957)

DF

DONALD F.

AGENCY PRODUCER

> "Can be expensive for small agencies, especially with add-ons"

[See full review](https://www.capterra.com/p/102928/EZLynx/#Capterra___6850894)

GF

Gretchen F.

CSR

> "Over all is was a great tool to have in our agency"

[See full review](https://www.capterra.com/p/102928/EZLynx/#Capterra___4075405)

KK

Kevin K.

Owner

> "On top of that, the ease of use and overall user experience left a lot to be desired. When I tried to downgrade due to..."

[See full review](https://www.capterra.com/p/102928/EZLynx/#Capterra___6317242)

SS

Steven S.

Agent Owner

> "This is a easy to use, fully intergratable multi-rater."

[See full review](https://www.capterra.com/p/102928/EZLynx/#Capterra___3241855)

KB

Kimberly B.

Office Manager

> "The company was NOT open to suggestion, even things as simple as a TYPO on their policy overview."

[See full review](https://www.capterra.com/p/102928/EZLynx/#Capterra___7008819)

LC

Lee C.

Owner

> "I hope this helps you make an informed decision and yes i wrote this with an attitude and chip on my shoulder but i did..."

[See full review](https://www.capterra.com/p/102928/EZLynx/#Capterra___2452496)

JI

Jake I.

Agency Principal

> "App commonly has issues when interfacing with Outlook, goes offline more than desirable (not good for an active agency..."

[See full review](https://www.capterra.com/p/102928/EZLynx/#Capterra___4718880)

JR

JOHN R.

Vice President

> "THE SOFTWARE DOES HELP US RATE AMONG MANY COMPANIES QUICKLY."

[See full review](https://www.capterra.com/p/102928/EZLynx/#Capterra___2414197)

GF

Gretchen F.

CSR

> "It didn't always work good with some of our carriers, we would get and error message saying password was incorrect with..."

[See full review](https://www.capterra.com/p/102928/EZLynx/#Capterra___4075405)

AL

Anthony L.

Agent

> "Having a rating engine & CRM in one product is nice."

[See full review](https://www.capterra.com/p/102928/EZLynx/#Capterra___2193107)

CH

Chase H.

Principal Broker

> "customer service team is dishonest, rude and does not have enough product knowledge to solve most issues. "

[See full review](https://www.capterra.com/p/102928/EZLynx/#Capterra___3847957)

LC

Lee C.

Owner

> "the potential it has and many many features it offers"

[See full review](https://www.capterra.com/p/102928/EZLynx/#Capterra___2452496)

CC

Cary C.

Director

> "EZLynx doesn’t integrate easily with other solutions."

[See full review](https://www.capterra.com/p/102928/EZLynx/#Capterra___3576397)

BL

Brad L.

Owner

> "I liked the pricing and the features. "

[See full review](https://www.capterra.com/p/102928/EZLynx/#Capterra___2217086)

JE

Jef E.

President

> "I don't see there is a better option for the independent agent at this time. If EZLynx would focus on fixing some of..."

[See full review](https://www.capterra.com/p/102928/EZLynx/#Capterra___3453177)

LC

Lee C.

Owner

> "Online TRAINING VIDEOS YEAH!!!!!!! "

[See full review](https://www.capterra.com/p/102928/EZLynx/#Capterra___2452496)

JH

Jordan H.

President

> "They aren't upfront about the commitment and are not great to deal with."

[See full review](https://www.capterra.com/p/102928/EZLynx/#SoftwareAdvice___4381119)

AM

Ashley M.

Owner

> "Was easy to use and navigate - aesthetically pleasing."

[See full review](https://www.capterra.com/p/102928/EZLynx/#Capterra___2224264)

JE

Jef E.

President

> "Report function and CMS are weak."

[See full review](https://www.capterra.com/p/102928/EZLynx/#Capterra___3453177)

[View Reviews](https://www.capterra.com/p/102928/EZLynx/reviews/)

## User interface

4.17 (141)

3.70 (74)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### 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)

EZLynx

27/50

-   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/102928/EZLynx/#features)

### Recognition

No recognitions have been awarded to Applied Epic

No recognitions have been awarded to EZLynx

### 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

EZLynx

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

EZLynx

-   By EZLynx
-   Located in United States
-   Founded in 2003

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