# Compare Applied Epic vs Indio 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Applied Epic and Indio based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/70671-178007/Applied-Epic-vs-Indio --- # Applied Epic vs Indio 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 EpicIndio2/4 selected [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)[4.2 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) [Indio](https://www.capterra.com/p/178007/Indio/)[4.5 (230)](https://www.capterra.com/p/178007/Indio/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 Based on [141 reviews](#user-reviews) Positive 113 Neutral 16 Negative 12 [## Indio](https://www.capterra.com/p/178007/Indio/)[4.5 (230)](https://www.capterra.com/p/178007/Indio/reviews/) Starting Price $500.00 Value-for-Money 4.6 Functionality 4.3 Ease of Use 4.4 Customer Service 4.6 Reviews Sentiment KT vj Based on [230 reviews](#user-reviews) Positive 214 Neutral 14 Negative 2 ## Summary * * * Features in Insurance Software Best performer 48 / 50 Only Applied Epic - Accounting Integration - Activity Dashboard - Alerts/Notifications 13 / 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 4.5 User reviews[230](https://www.capterra.com/p/178007/Indio/reviews/) Ease of use 4.4 Functionality 4.3 Value for money 4.6 Customer support 4.6 Price starts from Price starts from $1000One Time - Free version - Free trial Price starts from $500Not provided by vendor - 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 Commercial insurance agencies and brokerages ## User reviews Pros & cons LB Laura B. Senior Account Manager > "Creating task, digital marketing to clients and client based applications, really brings a new..." [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. ..." [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..." [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..." [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..." [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..." [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..." [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) VR Verified Reviewer Agent > "New windows create clutter." [See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___2152812) 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..." [See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___2897841) 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) 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 > "Marketing module is absurdly combersome." [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) VR Verified Reviewer Agent > "There is no value to agents, only expense." [See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___2152812) SS Sandeep S. CSR > "It is a great integration app. " [See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___3284761) 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) JG Jennifer G. CSR > "It's very easy to locate all items needed and everything is very clearly labeled." [See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___2209799) 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/) KT Kathy T. CSR > "It's hard to use at first but once you get a hang of it, it makes the job much easier." [See full review](https://www.capterra.com/p/178007/Indio/#Capterra___3006267) TD Tim D. President > "Poor customer support, you will not find a customer support line on their site and when you email request..." [See full review](https://www.capterra.com/p/178007/Indio/#Capterra___2573971) VJ Victor J. Freelance creative > "it has made my procedure so much easier." [See full review](https://www.capterra.com/p/178007/Indio/#Capterra___3033509) VR Verified Reviewer Insurance Agent > "It's takes a long time to start to get return on the value. If you don't use it constantly or you don't have..." [See full review](https://www.capterra.com/p/178007/Indio/#Capterra___2253507) KF Karen F. Network Admin > "Indio is very informative and easy to setup. " [See full review](https://www.capterra.com/p/178007/Indio/#Capterra___3026005) TD Tim D. President > "Another example of tech companies ignoring their customers" [See full review](https://www.capterra.com/p/178007/Indio/#Capterra___2573971) [View Reviews](https://www.capterra.com/p/178007/Indio/reviews/) ## User interface 4.17 (141) [Indio](https://www.capterra.com/p/178007/Indio/) 4.53 (230) ## 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) Indio 13/50 - 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/178007/Indio/#features) ### Recognition No recognitions have been awarded to Applied Epic No recognitions have been awarded to Indio ### 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 Indio 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 Indio - By Applied Systems - Located in United States - Founded in 2016 ## Popular Comparisons [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)[4.17 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) vs [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[4.88 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) $1000one time Price $25/month 4.1 Features 4.8 3.8 Ease of Use 4.9 [View full comparison](https://www.capterra.com/compare/70671-198072/Applied-Epic-vs-ePayPolicy) [Indio](https://www.capterra.com/p/178007/Indio/)[4.53 (230)](https://www.capterra.com/p/178007/Indio/reviews/) vs [Jenesis Software](https://www.capterra.com/p/119068/Jenesis-Software/)[4.71 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) $500 Price $70/month 4.3 Features 4.6 4.4 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/119068-178007/Jenesis-Software-vs-Indio) [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)[4.17 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) vs [Jenesis Software](https://www.capterra.com/p/119068/Jenesis-Software/)[4.71 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) $1000one time Price $70/month 4.1 Features 4.6 3.8 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/70671-119068/Applied-Epic-vs-Jenesis-Software) [Indio](https://www.capterra.com/p/178007/Indio/)[4.53 (230)](https://www.capterra.com/p/178007/Indio/reviews/) vs [NowCerts](https://www.capterra.com/p/132779/NowCerts/)[4.77 (150)](https://www.capterra.com/p/132779/NowCerts/reviews/) $500 Price $99/month 4.3 Features 4.7 4.4 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/132779-178007/NowCerts-vs-Indio) [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)[4.17 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) vs [EZLynx](https://www.capterra.com/p/102928/EZLynx/)[3.70 (74)](https://www.capterra.com/p/102928/EZLynx/reviews/) $1000one time Price Contact vendor for pricing 4.1 Features 3.3 3.8 Ease of Use 3.7 [View full comparison](https://www.capterra.com/compare/70671-102928/Applied-Epic-vs-EZLynx) [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)[4.17 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) vs [NowCerts](https://www.capterra.com/p/132779/NowCerts/)[4.77 (150)](https://www.capterra.com/p/132779/NowCerts/reviews/) $1000one time Price $99/month 4.1 Features 4.7 3.8 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/70671-132779/Applied-Epic-vs-NowCerts) [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)[4.17 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) vs [HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/)[4.45 (64)](https://www.capterra.com/p/79412/HawkSoft-CMS/reviews/) $1000one time Price $250/month 4.1 Features 4.3 3.8 Ease of Use 4.3 [View full comparison](https://www.capterra.com/compare/70671-79412/Applied-Epic-vs-HawkSoft-CMS) [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)[4.17 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) vs [Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/)[3.71 (104)](https://www.capterra.com/p/50949/Agency-Matrix/reviews/) $1000one time Price Contact vendor for pricing 4.1 Features 3.4 3.8 Ease of Use 3.6 [View full comparison](https://www.capterra.com/compare/50949-70671/Agency-Matrix-vs-Applied-Epic)