Applied Epic alternatives

At a glance

We list 6 other insurance agency management tools as alternatives to Applied Epic: AgencyBloc, AgencyZoom, AMS360, HawkSoft, JenesisNow and NowCerts.
AgencyBloc works with Employee Navigator, as Applied Epic does.

From each tool's own website and from published reviews. Each tool's page says when its facts were checked.

6 alternatives

Listed alphabetically. A tool is ranked by its reviews once it has 3.

AgencyBloc
An all-in-one platform built to help health and benefits agencies scale.
No reviews yet
Choose it over Applied Epic for: integration with SunFire, ConnectureDRX or HealthSherpa.
Integrations shared with Applied Epic
Employee Navigator
Main features
Insurance CRM, Commissions processing, Group benefits quoting
Security and compliance
SOC 2, HIPAA
Compare with Applied Epic
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AgencyZoom
Insurance sales and automation software to help agents grow their book of business.
No reviews yet
Choose it over Applied Epic for: iOS or Android; integration with Zapier, QQCatalyst or AMS360.
Paid plans from
Single Location Agency, $99 per month (as of November 13, 2026)
Free trial
14 days
Platforms
iOS, Android
Integrations shared with Applied Epic
None in common
Main features
Lead manager CRM, Lifecycle automation, Goals and reporting
Compare with Applied Epic
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AMS360
AMS360 connects your people, processes, and data in one management system for insurance agencies.
No reviews yet
No checked fact sets it apart from Applied Epic yet.
Main features
Policy lifecycle management, Business intelligence reports, Carrier policy download
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HawkSoft
An agency management system for insurance agencies.
No reviews yet
Choose it over Applied Epic for: Google Chrome; integration with AgencyZoom, QuickBooks Online or RingCentral.
Platforms
Web, Google Chrome
Integrations shared with Applied Epic
None in common
Main features
Retention alerts, Lead management, Actionable reporting
Compare with Applied Epic
Be the first to review
JenesisNow
Cloud-based insurance agency management system for independent insurance agencies.
No reviews yet
Choose it over Applied Epic for: integration with QuickBooks, DocuSign or Zapier.
Integrations shared with Applied Epic
None in common
Main features
Client and policy management, Carrier downloads, Communications and automation
Compare with Applied Epic
Be the first to review
NowCerts
An open, affordable agency management system for insurance agencies.
No reviews yet
Choose it over Applied Epic for: integration with Twilio.
Free trial
30 days
Integrations shared with Applied Epic
None in common
Main features
Carrier downloads, Self serve certificates, Commissions tracking
Compare with Applied Epic
Be the first to review

People who moved on from Applied Epic

From reviews of other tools that say they used Applied Epic before.

No reviewer has said they switched from Applied Epic yet.

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At a glance

We list 6 other insurance agency management tools as alternatives to Applied Epic: AgencyBloc, AgencyZoom, AMS360, HawkSoft, JenesisNow and NowCerts.

AgencyBloc works with Employee Navigator, as Applied Epic does.

From each tool's own website and from published reviews. Each tool's page says when its facts were checked.