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AgencyZoom 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.

Leads 3/9
Rating
,
Reviews
0
From
Custom

in Insurance

Rating
,
Reviews
0
From
Custom

in Insurance

The Short Answer

AgencyZoom vs Applied Epic, in 15 seconds

Choose AgencyZoom 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 AgencyZoom and Applied Epic score

AgencyZoom leads on 3 of 9 measured dimensions.

  • Customer Rating

    Average score from verified user reviews

    Even
    AgencyZoom
    No reviews
    Applied
    No reviews
  • Review Volume

    Number of verified reviews, a proxy for adoption

    Even
    AgencyZoom
    0
    Applied
    0
  • Entry Pricing

    Lowest published starting price (free plan = lowest)

    Even
    AgencyZoom
    Custom
    Applied
    Custom
  • Free Access

    Availability of a free plan and/or free trial

    AgencyZoom
    AgencyZoom
    Free trial
    Applied
    Paid only
  • Integrations

    Number of listed third-party integrations

    AgencyZoom
    AgencyZoom
    6
    Applied
    5
  • Features

    Number of listed product capabilities

    Applied Epic
    AgencyZoom
    0
    Applied
    8
  • AI Features

    Capabilities mentioning AI, automation or ML

    Applied Epic
    AgencyZoom
    ,
    Applied
    1
  • Security & Compliance

    Number of listed compliance certifications

    AgencyZoom
    AgencyZoom
    3
    Applied
    1
  • Platforms & Deployment

    Supported platforms and deployment options

    Even
    AgencyZoom
    5
    Applied
    5

Feature Comparison

AgencyZoom vs Applied Epic feature breakdown

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

AgencyZoom
Applied Epic
Overview
User rating
,
,
Pricing model
Quote-based
Custom quote
Starting price
Custom
Custom
Free version
Free trial
Features
Key capabilities
,
Agency managementPolicy & client managementInsurance accountingSales & marketing automationPersonal & commercial lines ratingBusiness intelligence & analytics+2
AI features
,
Sales & marketing automation
Integrations & API
Integrations
Applied EpicEZLynxQuickBooksTwilioSalesforceZapier
Carrier/rating systemsPersonal lines ratingCommercial lines quotingApplied CSR24Microsoft Outlook
Public API
Platforms
Deployment
CloudSaaS
CloudOn-Premise
Platforms
WebiOSAndroid
WebiOSAndroid
Mobile support
Security & Compliance
Compliance
SOC 2GDPRPCI DSS
SOC 2
Vendor
Company
,
,
Verified
Founded
2017
,
Headquarters
Charlotte, North Carolina, USA
,

Pricing Comparison

AgencyZoom vs Applied Epic pricing

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

AgencyZoom

Custom to start
AgencyCustom
  • sales pipeline and lead management
  • Reporting
  • Carrier integrations
  • Standard support
EnterpriseCustom
  • Advanced analytics
  • Everything in Agency
  • Priority support and onboarding
  • reporting and dashboards

Applied Epic

Custom to start
Custom pricingCustom
  • Agency management platform
  • P&C and benefits
  • Accounting & reporting
  • Carrier/rating connections

Total cost of ownership factors

Free planAgencyZoom Applied
Free trial to evaluateAgencyZoom Applied
Transparent published pricingAgencyZoom Applied
Public API (build vs. buy add-ons)AgencyZoom Applied

Beyond list price, factor in implementation, training, add-ons and per-seat scaling when estimating total cost of ownership.

Pros & Cons

AgencyZoom vs Applied Epic: strengths and trade-offs

AgencyZoom

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 AgencyZoom 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

AgencyZoom

AgencyZoom connects to more tools for multi-client workflows.

Enterprises

AgencyZoom

AgencyZoom leads on compliance and breadth for complex needs.

Ecommerce

AgencyZoom

AgencyZoom 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 AgencyZoom (6)

Applied EpicEZLynxQuickBooksTwilioSalesforceZapier

Only in Applied Epic (5)

Carrier/rating systemsPersonal lines ratingCommercial lines quotingApplied CSR24Microsoft Outlook

Keep Exploring

Other alternatives worth considering

Similar insurance products buyers compare alongside AgencyZoom and Applied Epic.

Ask SIA which solution fits your business

SIA, Saaskart's AI buying assistant, weighs AgencyZoom 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 recommendation

AgencyZoom vs Applied Epic, Frequently Asked Questions

What is the difference between AgencyZoom and Applied Epic?

AgencyZoom and Applied Epic are both Insurance solutions. AgencyZoom 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, AgencyZoom or Applied Epic?

Based on user ratings, AgencyZoom scores higher at 0.0/5. The best choice depends on your team size, budget, and specific requirements.

Which is cheaper, AgencyZoom or Applied Epic?

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

Does AgencyZoom or Applied Epic have a free plan?

Neither AgencyZoom nor Applied Epic currently offers a free plan, but AgencyZoom provides a free trial.

Can I switch from AgencyZoom to Applied Epic?

Switching between AgencyZoom 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 AgencyZoom vs Applied Epic?

AgencyZoom is best suited for teams that prioritise enterprise features. Applied Epic works well for teams needing advanced capabilities.

Our Verdict

The bottom line on AgencyZoom 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

AgencyZoom

AgencyZoom 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.

Ready to decide between AgencyZoom and Applied Epic?

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