Agency Matrix vs Applied Epic: Which Insurance Is Better in 2026?
Compare pricing, features, integrations, verified reviews, AI capabilities, security, and customer satisfaction, side by side, with no marketing spin.
The Short Answer
Agency Matrix vs Applied Epic, in 15 seconds
Choose Agency Matrix if…
- You want to trial before paying
- You depend on a broad integration ecosystem
- You have strict security & compliance needs
Choose Applied Epic if…
- You want deeper AI and automation features
- You need the broader feature set
Head-to-Head Scorecard
How Agency Matrix and Applied Epic score
Agency Matrix leads on 3 of 9 measured dimensions.
- Even
Customer Rating
Average score from verified user reviews
AgencyNo reviewsAppliedNo reviews - Even
Review Volume
Number of verified reviews, a proxy for adoption
Agency0Applied0 - Even
Entry Pricing
Lowest published starting price (free plan = lowest)
AgencyCustomAppliedCustom - Agency Matrix
Free Access
Availability of a free plan and/or free trial
AgencyFree trialAppliedPaid only - Agency Matrix
Integrations
Number of listed third-party integrations
Agency6Applied5 - Applied Epic
Features
Number of listed product capabilities
Agency0Applied8 - Applied Epic
AI Features
Capabilities mentioning AI, automation or ML
Agency,Applied1 - Agency Matrix
Security & Compliance
Number of listed compliance certifications
Agency3Applied1 - Even
Platforms & Deployment
Supported platforms and deployment options
Agency5Applied5
Feature Comparison
Agency Matrix vs Applied Epic feature breakdown
Search or filter the full feature matrix, core features, AI, integrations, APIs, security and compliance.
Agency Matrix
Applied EpicPricing Comparison
Agency Matrix vs Applied Epic pricing
Entry pricing, plan tiers and the cost factors that shape total cost of ownership.
Agency Matrix
Custom to start- Reporting
- policy and client management
- Standard support
- Carrier integrations
- Advanced analytics
- Priority support and onboarding
- reporting
- payments and reminders
Applied Epic
Custom to start- Agency management platform
- P&C and benefits
- Accounting & reporting
- Carrier/rating connections
Total cost of ownership factors
Beyond list price, factor in implementation, training, add-ons and per-seat scaling when estimating total cost of ownership.
Pros & Cons
Agency Matrix vs Applied Epic: strengths and trade-offs
Agency Matrix
Pros
- Free trial offered
- Broad integration ecosystem (6)
- Compliance: SOC 2, GDPR, PCI DSS
- Public API available
Cons
- No free plan
- Pricing is quote-based (less transparent)
Applied Epic
Pros
- Compliance: SOC 2
- Stronger AI / automation features
- Public API available
Cons
- No free plan
- No free trial
- Pricing is quote-based (less transparent)
- Fewer native integrations than the alternative
Buyer Fit
Who should use Agency Matrix vs Applied Epic?
Startups
Either
Either keeps early-stage costs lowest with its entry tier.
Small businesses
Either
Either offers the most accessible pricing for lean teams.
Agencies
Agency Matrix
Agency Matrix connects to more tools for multi-client workflows.
Enterprises
Agency Matrix
Agency Matrix leads on compliance and breadth for complex needs.
Ecommerce
Agency Matrix
Agency Matrix integrates with more of the commerce stack.
SaaS companies
Applied Epic
Applied Epic is the more developer- and automation-friendly choice.
Integration overlap
Only in Agency Matrix (6)
Only in Applied Epic (5)
Keep Exploring
Other alternatives worth considering
Similar insurance products buyers compare alongside Agency Matrix and Applied Epic.
Ask SIA which solution fits your business
SIA, Saaskart's AI buying assistant, weighs Agency Matrix and Applied Epic against your team size, budget, integrations and compliance needs, then recommends the right fit and the questions to ask each vendor.
Get a personalised recommendationAgency Matrix vs Applied Epic, Frequently Asked Questions
What is the difference between Agency Matrix and Applied Epic?
Agency Matrix and Applied Epic are both Insurance solutions. Agency Matrix is rated 0.0/5 by 0 users, while Applied Epic is rated 0.0/5 by 0 users. The main differences lie in pricing, features, and target audience.
Which is better, Agency Matrix or Applied Epic?
Based on user ratings, Agency Matrix scores higher at 0.0/5. The best choice depends on your team size, budget, and specific requirements.
Which is cheaper, Agency Matrix or Applied Epic?
Both products have custom pricing. We recommend contacting both vendors for a quote tailored to your team size.
Does Agency Matrix or Applied Epic have a free plan?
Neither Agency Matrix nor Applied Epic currently offers a free plan, but Agency Matrix provides a free trial.
Can I switch from Agency Matrix to Applied Epic?
Switching between Agency Matrix and Applied Epic is possible. Both support data export. Check integration compatibility and plan for data migration to minimise disruption to your team.
Who should use Agency Matrix vs Applied Epic?
Agency Matrix is best suited for teams that prioritise enterprise features. Applied Epic works well for teams needing advanced capabilities.
Our Verdict
The bottom line on Agency Matrix vs Applied Epic
Best Overall
Either
It's a tie balances user satisfaction and proven adoption.
Best for Startups
Either
It's a tie has the friendliest entry point for new teams.
Best for Enterprise
Agency Matrix
Agency Matrix leads on compliance and feature breadth.
Best Value
Either
It's a tie delivers the lowest cost to get started.
Best AI Features
Applied Epic
Applied Epic ships more AI and automation.
Highest Rated
Either
Both earn equal user ratings.