--- title: "Compare Applied Epic vs Vertafore Agency Platform 2026 | Capterra" description: "Unsure of what to choose? Check Capterra to compare Applied Epic and Vertafore Agency Platform based on pricing, features, product details, and verified reviews." source_url: "https://www.capterra.com/compare/70671-95850/Applied-Epic-vs-Vertafore-Agency-Platform" page_type: "comparison" language: "en" publication_date: "2026-11-09" --- # Applied Epic vs Vertafore Agency Platform Features and Cost Comparison Last updated November 9th, 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 EpicVertafore Agency Platform2/4 selected [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)[4.2 (142)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) [Vertafore Agency Platform](https://www.capterra.com/p/95850/Vertafore-Agency-Platform/)[3.4 (15)](https://www.capterra.com/p/95850/Vertafore-Agency-Platform/reviews/) [## Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)[4.2 (142)](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 3.9 Customer Service 4.2 Reviews Sentiment mk Based on [142 reviews](#user-reviews) Positive 114 Neutral 16 Negative 12 [## Vertafore Agency Platform](https://www.capterra.com/p/95850/Vertafore-Agency-Platform/)[3.4 (15)](https://www.capterra.com/p/95850/Vertafore-Agency-Platform/reviews/) Starting Price $1000.00/month Value-for-Money 2.9 Functionality 3.5 Ease of Use 3.2 Customer Service 2.9 Reviews Sentiment Based on [15 reviews](#user-reviews) Positive 9 Neutral 2 Negative 4 ## Summary * * * Key features rated by users Features selected based on 1,843 reviews from online crm software users. about the Fit Score methodology. Fit Score methodology Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about. If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology \--%Fit Not enough reviews Feature ratings Contact Management 3.8 Task Management \-- Data Import/Export \-- Lead Management \-- Lead Capture \-- \--%Fit Missing features Feature ratings Contact Management NA Task Management NA Data Import/Export NA Lead Management NA Lead Capture NA User satisfaction User satisfaction 4.2 User reviews[142](https://www.capterra.com/p/70671/Applied-Epic/reviews/) Ease of use 3.9 Functionality 4.1 Value for money 3.7 Customer support 4.2 User satisfaction 3.4 User reviews[15](https://www.capterra.com/p/95850/Vertafore-Agency-Platform/reviews/) Ease of use 3.2 Functionality 3.5 Value for money 2.9 Customer support 2.9 Price starts from Price starts from $1000One Time - Free version - Free trial Price starts from $1000Per Month - 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 Insurance agencies, carriers, MGAs and MGUs use Vertafore to grow their businesses, process claims for their customers, and ensure efficiency across operations. ## User reviews Pros & cons MK Michael K. Account Manager > "The workflow and automation capabilities can help reduce manual administrative work, particularly around renewals, follow-ups,..." [See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___7202463) 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) MK Michael K. Account Manager > "Having a centralized system also makes it easier for different team members to access the information they need and maintain..." [See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___7202463) 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) MK Michael K. Account Manager > "It does a good job of keeping client, policy, document, activity, and renewal information organized in one place." [See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___7202463) Daniel A. Account Services Representative > "However, from a technical standpoint, the software is not as streamlined as it could be which causes many headaches for users..." [See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___4500529) LB Laura B. Senior Account Manager > "Creating task, digital marketing to clients and client based applications, really brings a new level of customer service." [See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___7070473) 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) LB Laura B. Senior Account Manager > "Definitely more efficient for big business that have in house staff working of configuration. When the broker/manager is also..." [See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___7070473) 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) 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) NC Nick C. Commercial Client Associate > "The transaction screen seems overly complicated and functions such as adjusting transaction types after creating the..." [See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___2865748) 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) 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 work flow." [See full review](https://www.capterra.com/p/70671/Applied-Epic/#Capterra___2496722) 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) 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) 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) 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) [View Reviews](https://www.capterra.com/p/70671/Applied-Epic/reviews/) Not enough reviews ## User interface 4.18 (142) No images or videos provided by vendor ## 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 41/50 - Activity Dashboard - AI Copilot - Alerts/Notifications - API - Calendar Management - Calendar Sync - Campaign Management - Collaboration Tools - Contact Management - Customer Journey Mapping - Customizable Fields - Customizable Reports - Customizable Templates - Data Import/Export - Deal Management - Document Storage - Drag & Drop - Email Management - Email Marketing - Email Templates - Forecasting - Gamification - Generative AI - Interaction Tracking - Internal Chat Integration - Lead Capture - Lead Generation - Lead Management - Lead Nurturing - Lead Qualification - Marketing Automation - Mobile Access - Opportunity Management - Performance Metrics - Pipeline Management - Prioritization - Quotes/Estimates - Referral Tracking - Reminders - Reporting/Analytics - Role-Based Permissions - Sales Reports - Sales Trend Analysis - Segmentation - Single Sign On - Social Media Integration - Softphone - Task Management - Territory Management - Third-Party Integrations [See all features](https://www.capterra.com/p/70671/Applied-Epic/#features) Vertafore Agency Platform 1/50 - Activity Dashboard - AI Copilot - Alerts/Notifications - API - Calendar Management - Calendar Sync - Campaign Management - Collaboration Tools - Contact Management - Customer Journey Mapping - Customizable Fields - Customizable Reports - Customizable Templates - Data Import/Export - Deal Management - Document Storage - Drag & Drop - Email Management - Email Marketing - Email Templates - Forecasting - Gamification - Generative AI - Interaction Tracking - Internal Chat Integration - Lead Capture - Lead Generation - Lead Management - Lead Nurturing - Lead Qualification - Marketing Automation - Mobile Access - Opportunity Management - Performance Metrics - Pipeline Management - Prioritization - Quotes/Estimates - Referral Tracking - Reminders - Reporting/Analytics - Role-Based Permissions - Sales Reports - Sales Trend Analysis - Segmentation - Single Sign On - Social Media Integration - Softphone - Task Management - Territory Management - Third-Party Integrations [See all features](https://www.capterra.com/p/95850/Vertafore-Agency-Platform/#features) ### Recognition No recognitions have been awarded to Applied Epic No recognitions have been awarded to Vertafore Agency Platform ### 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 Vertafore Agency Platform 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 Vertafore Agency Platform - By Vertafore - Located in United States - Founded in 1991 ## Popular Comparisons [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)[4.18 (142)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) vs [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[4.88 (258)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) $1000one time Price $25/month 4.1 Features 4.8 3.9 Ease of Use 4.9 [View full comparison](https://www.capterra.com/compare/70671-198072/Applied-Epic-vs-ePayPolicy) [Vertafore Agency Platform](https://www.capterra.com/p/95850/Vertafore-Agency-Platform/)[3.40 (15)](https://www.capterra.com/p/95850/Vertafore-Agency-Platform/reviews/) vs [EZLynx](https://www.capterra.com/p/102928/EZLynx/)[3.72 (75)](https://www.capterra.com/p/102928/EZLynx/reviews/) $1000/month Price Contact vendor for pricing 3.5 Features 3.4 3.2 Ease of Use 3.7 [View full comparison](https://www.capterra.com/compare/95850-102928/Vertafore-Agency-Platform-vs-EZLynx) [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)[4.18 (142)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) vs [Jenesis Software](https://www.capterra.com/p/119068/Jenesis-Software/)[4.71 (286)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) $1000one time Price $70/month 4.1 Features 4.6 3.9 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/70671-119068/Applied-Epic-vs-Jenesis-Software) [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)[4.18 (142)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) vs [EZLynx](https://www.capterra.com/p/102928/EZLynx/)[3.72 (75)](https://www.capterra.com/p/102928/EZLynx/reviews/) $1000one time Price Contact vendor for pricing 4.1 Features 3.4 3.9 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/)[4.18 (142)](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 3.9 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/)[4.18 (142)](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 3.9 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/)[4.18 (142)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) vs [AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/)[4.73 (129)](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/) $1000one time Price $109/month 4.1 Features 4.5 3.9 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/70671-105829/Applied-Epic-vs-AgencyBloc-for-Health-Life-Insurance) [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)[4.18 (142)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) vs [Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/)[3.74 (103)](https://www.capterra.com/p/50949/Agency-Matrix/reviews/) $1000one time Price Contact vendor for pricing 4.1 Features 3.4 3.9 Ease of Use 3.7 [View full comparison](https://www.capterra.com/compare/50949-70671/Agency-Matrix-vs-Applied-Epic)