Applied Epic vs AgencyZoom Comparison | Features, Pricing & Reviews | Krowdbase

Applied Epic vs AgencyZoom Comparison: Everything You Need to Know Before Choosing

Explore a comprehensive comparison of Applied Epic and AgencyZoom to understand how they differ in features, pricing, category, and overall performance. Whether you're evaluating software for a small team or a growing enterprise, this guide helps you identify the solution that best aligns with your needs.

Applied Epic Vs AgencyZoom: Compare Features, Pricing & Overall Value

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Applied Epic logo
Applied Epic

Designed for businesses of all sizes to help manage customer relationships, policies, benefits, sales, and financial accounting.

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AgencyZoom logo
AgencyZoom

Easy to use sales and automation solutions for P&C Insurance Agencies to help increase sales and grow retention.

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General Information
Overview
Applied Epic is an agency management platform that allows agents to manage their business across all roles and locations for both their P&C and Benefits books of business. Applied Epic delivers a single view of the customer across lines of business, roles and locations and provides essential capabilities for each stakeholder within the business to more effectively manage customer relationships, sales opportunities, market appetite search, quoting, financial accounting, reporting, and policy and benefits administration. Using open and scalable architecture, it supports acquisitions and integrations of both Applied and third-party applications to ensure productivity and profitability as the needs of the business change. Use Applied Epic to reduce operating costs and gain greater business insights, increase employee productivity and satisfaction, Build an agile technology strategy on an open and secure platform, and Foster better insurer relationships and save time servicing customers.
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AgencyZoom is your all-in-one solution for managing leads, tracking sales, onboarding customers, Google reviews and more. Boost sales by proactively managing goals and motivating teams with a positive sales environment. Increase retention with automated new business onboarding, customer follow ups, Google reviews, referral generation, and more. AgencyZoom automates the customers lifecycle with simple yet cutting-edge solutions celebrated by thousands of P&C agents.
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Pricing
Price
$1000/One Time
$79/undefined
Free Trial
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Vendor Details
Vendor
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Founded
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Company Size
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Locations
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Social Media
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Market & Platform Support
Industries
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Customer Segments
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Features
Broker/Agent Portal
Claims Management
Commercial Lines
Comparative Insurance Rating
Customizable Reports
Multiple Line Rating
Activity Tracking
Commission Management
Contact Management
Document Management
Insurance Policy Management
Policy Management
Quotes/Estimates
Self Service Portal
Workflow Management
Billing & Invoicing
Commission Management
Policy Management
Workflow Management
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Frequently Asked Questions Applied Epic vs AgencyZoom

Applied Epic and AgencyZoom differ in their features, pricing, user experience, integrations, deployment options, and overall capabilities. The right choice depends on your business goals, team size, budget, and specific requirements. Compare both solutions side by side to understand which platform better fits your needs.

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