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Applied Epic vs HawkSoft
Side-by-side comparison of Applied Epic and HawkSoft. See how they stack up in pricing, features, and real-world use cases for insurance.
Applied Epic
by Applied Systems · University Park, IL
Agency Management
Enterprise from Contact Sales
- Carrier integration depth is unmatched; 500+ connections mean agencies receive more automated data from more carriers than on any other AMS
- Market dominance creates a network effect: carriers build integrations for Epic first, which widens the gap over time
- Planck and Cytora acquisitions give Applied a credible AI roadmap that competitors have not yet matched
- Total cost of ownership, including licensing, implementation, and ongoing configuration, makes it prohibitive for agencies under 10 staff
- Contract structures tend to be multi-year with limited flexibility, and migration costs create lock-in
- Interface modernization has been slow relative to newer competitors like InsuredMine and HawkSoft
- 01 Serving as the single system of record for agencies managing 5,000+ policies across multiple lines
- 02 Automating carrier data ingestion so staff spend time on client service rather than data entry
- 03 Providing policyholders 24/7 self-service for certificates, payments, and service requests
- 04 Delivering book-of-business analytics to agency principals for strategic planning
Applied Epic is the safe, defensible choice for mid-to-large agencies and brokerages that need the deepest carrier connectivity and the most widely supported AMS in the market. The Planck and Cytora acquisitions add a genuine AI dimension that competitors have not matched. Smaller agencies should weigh total cost of ownership carefully, as the platform is built for scale that agencies under 10 staff may not need. If your agency has outgrown a lightweight AMS and needs enterprise-grade accounting, download, and reporting, Epic is the industry standard for a reason.
HawkSoft
by HawkSoft · Canby, OR
Agency Management
Paid from $89/user/mo
- Support quality is a genuine differentiator; agencies consistently report faster and more helpful responses than from larger AMS vendors
- Usability reduces the operational overhead of running an AMS, which matters for agencies where the principal wears multiple hats
- Transparent pricing without enterprise sales negotiations gives agencies clear cost visibility
- Agencies that grow beyond 15-20 staff will likely need to migrate to a larger platform, and AMS migrations are painful
- Limited API and integration options mean agencies cannot build the same kind of connected technology stack available with Applied or Vertafore
- No native rating, CRM, or compliance tools; agencies need separate products for those functions
- 01 Running a 1-15 person agency on an AMS that staff can learn quickly without formal training programs
- 02 Receiving carrier download data without the enterprise AMS pricing of Applied Epic or Vertafore
- 03 Maintaining organized client and policy records with document management built in
- 04 Getting responsive vendor support when issues arise, without escalation queues or ticket systems
HawkSoft is the right AMS for small agencies that value ease of use and vendor support over feature depth and enterprise integration. It does what a small agency needs (policy management, carrier download, document storage, communication tracking) without the complexity and cost of platforms designed for much larger operations. Agencies should be honest about their growth trajectory: if you expect to exceed 15-20 staff within three to five years, starting on a larger platform may avoid a painful migration later.