# Compare Applied Epic vs Vertafore Agency Platform 2026 | Capterra > 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: https://www.capterra.com/compare/70671-95850/Applied-Epic-vs-Vertafore-Agency-Platform --- # Applied Epic vs Vertafore Agency Platform 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 EpicVertafore Agency Platform2/4 selected [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)[4.2 (141)](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 (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 [## 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 ## 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 - Accounting Integration - Activity Dashboard 6 / 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 3.4 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 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/) Not enough reviews ## User interface 4.17 (141) 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 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) Vertafore Agency Platform 6/50 - 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/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/)[4.17 (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) [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/)[3.70 (74)](https://www.capterra.com/p/102928/EZLynx/reviews/) $1000/month Price Contact vendor for pricing 3.5 Features 3.3 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/)[4.17 (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) [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)