Tool registryApplied EpicAlternatives
Applied Epic alternatives
Other agency tools tools insurance teams evaluate alongside Applied Epic, compared on the facts that decide a shortlist.
| Tool | Best for | Pricing | Security | Verified |
|---|---|---|---|---|
| Applied Epic (current) | Mid-to-large agencies and brokerages who need the most widely supported AMS with the deepest carrier connectivity and growing AI capabilities | Quote only | SOC 2 Type II | Oct 21, 2026 |
| Bold Penguin | Independent agents writing small commercial who want access to multiple carrier markets without maintaining individual carrier appointments | From $199 | SOC 2 unverified | Feb 24, 2026 |
| HawkSoft | Small agencies (1-15 staff) who prioritize ease of use and vendor support over feature depth and enterprise integration capabilities | From $99 | SOC 2 unverified | Oct 21, 2026 |
| InsuredMine | Small-to-mid independent agencies who need a dedicated insurance CRM without paying enterprise AMS pricing for marketing and pipeline features | From $106 | SOC 2 Type II | Oct 21, 2026 |
| Agency Revolution | Agencies that want automated retention and cross-sell campaigns driven by AMS data, without building them. | From $249 | SOC 2 unverified | Oct 21, 2026 |
| AgencyZoom | P&C agencies that want pipeline, lead, renewal and goal tracking connected to their AMS. | From $149 | SOC 2 unverified | Oct 21, 2026 |
| NowCerts | Small and mid-size independent agencies that want an AMS with published pricing and a free start. | From $99 | SOC 2 unverified | Oct 21, 2026 |
| Salesforce Financial Services Cloud | Large brokerages with Salesforce skills or a systems integrator that want a configurable CRM and producer-management layer. | From $325 | SOC 2 unverified | Oct 21, 2026 |
| Zoho CRM | Small agencies and teams with a technical owner who want a cheap, flexible CRM and are willing to configure it. | Free to start | SOC 2 unverified | Oct 21, 2026 |
| EZLynx | Independent agencies writing personal lines who need the broadest carrier connectivity for real-time comparative rating without enterprise pricing commitments | Quote only | SOC 2 Type II | Oct 21, 2026 |
| Vertafore AMS360 | Mid-market agencies who want an all-in-one platform covering AMS, comparative rating, CRM, and producer compliance under a single vendor | Quote only | SOC 2 unverified | Oct 21, 2026 |
| AgencyBloc | Health, Medicare, group benefits and life agencies and uplines that need compliance workflows and commissions in the same system. | Quote only | SOC 2 Type II | Oct 21, 2026 |
| QQCatalyst | Small agencies that want a Vertafore-supported AMS lighter than AMS360. | Quote only | SOC 2 unverified | Oct 21, 2026 |
