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.
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.
- Even
Customer Rating
Average score from verified user reviews
AgencyZoomNo reviewsAppliedNo reviews - Even
Review Volume
Number of verified reviews, a proxy for adoption
AgencyZoom0Applied0 - Even
Entry Pricing
Lowest published starting price (free plan = lowest)
AgencyZoomCustomAppliedCustom - AgencyZoom
Free Access
Availability of a free plan and/or free trial
AgencyZoomFree trialAppliedPaid only - AgencyZoom
Integrations
Number of listed third-party integrations
AgencyZoom6Applied5 - Applied Epic
Features
Number of listed product capabilities
AgencyZoom0Applied8 - Applied Epic
AI Features
Capabilities mentioning AI, automation or ML
AgencyZoom,Applied1 - AgencyZoom
Security & Compliance
Number of listed compliance certifications
AgencyZoom3Applied1 - Even
Platforms & Deployment
Supported platforms and deployment options
AgencyZoom5Applied5
Feature Comparison
AgencyZoom vs Applied Epic feature breakdown
Search or filter the full feature matrix, core features, AI, integrations, APIs, security and compliance.
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- sales pipeline and lead management
- Reporting
- Carrier integrations
- Standard support
- Advanced analytics
- Everything in Agency
- Priority support and onboarding
- reporting and dashboards
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
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)
Only in Applied Epic (5)
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 recommendationAgencyZoom 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.
