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Agency Matrix vs Applied Systems: 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.

Leads 2/9
Rating
,
Reviews
0
From
Custom

in Insurance

Rating
,
Reviews
0
From
Custom

in Insurance

The Short Answer

Agency Matrix vs Applied Systems, in 15 seconds

Choose Agency Matrix if…

  • You want to trial before paying
  • You have strict security & compliance needs

Choose Applied Systems if…

  • You prefer Applied Systems's approach and ecosystem

Head-to-Head Scorecard

How Agency Matrix and Applied Systems score

Agency Matrix leads on 2 of 9 measured dimensions.

  • Customer Rating

    Average score from verified user reviews

    Even
    Agency
    No reviews
    Applied
    No reviews
  • Review Volume

    Number of verified reviews, a proxy for adoption

    Even
    Agency
    0
    Applied
    0
  • Entry Pricing

    Lowest published starting price (free plan = lowest)

    Even
    Agency
    Custom
    Applied
    Custom
  • Free Access

    Availability of a free plan and/or free trial

    Agency Matrix
    Agency
    Free trial
    Applied
    Paid only
  • Integrations

    Number of listed third-party integrations

    Even
    Agency
    6
    Applied
    6
  • Features

    Number of listed product capabilities

    Even
    Agency
    0
    Applied
    0
  • AI Features

    Capabilities mentioning AI, automation or ML

    Even
    Agency
    ,
    Applied
    ,
  • Security & Compliance

    Number of listed compliance certifications

    Agency Matrix
    Agency
    3
    Applied
    2
  • Platforms & Deployment

    Supported platforms and deployment options

    Even
    Agency
    5
    Applied
    5

Feature Comparison

Agency Matrix vs Applied Systems feature breakdown

Search or filter the full feature matrix, core features, AI, integrations, APIs, security and compliance.

Agency Matrix
Applied Systems
Overview
User rating
,
,
Pricing model
Quote-based
PAID
Starting price
Custom
Custom
Free version
Free trial
Features
Key capabilities
,
,
AI features
,
,
Integrations & API
Integrations
Applied EpicEZLynxQuickBooksTwilioSalesforceZapier
QuickBooksSalesforceVertaforeGuidewireMicrosoft 365Verisk
Public API
Platforms
Deployment
CloudSaaS
CloudSaaS
Platforms
WebiOSAndroid
WebAPIWindows
Mobile support
Security & Compliance
Compliance
SOC 2GDPRPCI DSS
SOC 2GDPR
Vendor
Company
,
,
Verified
Founded
2007
1983
Headquarters
Rancho Cucamonga, California, USA
University Park, Illinois, United States

Pricing Comparison

Agency Matrix vs Applied Systems pricing

Entry pricing, plan tiers and the cost factors that shape total cost of ownership.

Agency Matrix

Custom to start
AgencyCustom
  • Reporting
  • policy and client management
  • Standard support
  • Carrier integrations
EnterpriseCustom
  • Advanced analytics
  • Priority support and onboarding
  • reporting
  • payments and reminders

Applied Systems

Custom to start
Applied EpicCustom
  • Client and policy management
  • Agency management system
  • Reporting
  • Accounting
EnterpriseCustom
  • Advanced integrations
  • Dedicated support
  • Digital client tools
  • Analytics

Total cost of ownership factors

Free planAgency Applied
Free trial to evaluateAgency Applied
Transparent published pricingAgency Applied
Public API (build vs. buy add-ons)Agency Applied

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 Systems: strengths and trade-offs

Agency Matrix

Pros

  • Free trial offered
  • Compliance: SOC 2, GDPR, PCI DSS
  • Public API available

Cons

  • No free plan
  • Pricing is quote-based (less transparent)

Applied Systems

Pros

  • Compliance: SOC 2, GDPR
  • Public API available

Cons

  • No free plan
  • No free trial
  • Pricing is quote-based (less transparent)

Buyer Fit

Who should use Agency Matrix vs Applied Systems?

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

Either

Either connects to more tools for multi-client workflows.

Enterprises

Agency Matrix

Agency Matrix leads on compliance and breadth for complex needs.

Ecommerce

Either

Either integrates with more of the commerce stack.

SaaS companies

Either

Either is the more developer- and automation-friendly choice.

Integration overlap

Shared integrations (2)

QuickBooksSalesforce

Only in Agency Matrix (4)

Applied EpicEZLynxTwilioZapier

Only in Applied Systems (4)

VertaforeGuidewireMicrosoft 365Verisk

Keep Exploring

Other alternatives worth considering

Similar insurance products buyers compare alongside Agency Matrix and Applied Systems.

Ask SIA which solution fits your business

SIA, Saaskart's AI buying assistant, weighs Agency Matrix and Applied Systems against your team size, budget, integrations and compliance needs, then recommends the right fit and the questions to ask each vendor.

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Agency Matrix vs Applied Systems, Frequently Asked Questions

What is the difference between Agency Matrix and Applied Systems?

Agency Matrix and Applied Systems are both Insurance solutions. Agency Matrix is rated 0.0/5 by 0 users, while Applied Systems 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 Systems?

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 Systems?

Both products have custom pricing. We recommend contacting both vendors for a quote tailored to your team size.

Does Agency Matrix or Applied Systems have a free plan?

Neither Agency Matrix nor Applied Systems currently offers a free plan, but Agency Matrix provides a free trial.

Can I switch from Agency Matrix to Applied Systems?

Switching between Agency Matrix and Applied Systems 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 Systems?

Agency Matrix is best suited for teams that prioritise enterprise features. Applied Systems works well for teams needing advanced capabilities.

Our Verdict

The bottom line on Agency Matrix vs Applied Systems

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

Either

Comparable AI capabilities on both sides.

Highest Rated

Either

Both earn equal user ratings.

Ready to decide between Agency Matrix and Applied Systems?

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