# Agency Advantage vs Applied Epic - 2026 Comparison - Software Advice

> Agency Advantage vs Applied Epic - See how these products stack up against each other with real user reviews, product feature comparisons and screenshots. Find out which one is best for your organization.

Source: https://www.softwareadvice.com/insurance/agency-advantage-profile/vs/applied-epic

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Agency Advantage vs Applied Epic

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Updated March 13, 2026

# Agency Advantage vs. Applied Epic: 2026 Comparison

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Updated March 13, 2026

# Agency Advantage vs. Applied Epic: 2026 Comparison

Skip hours of research. Get your top 5 matches from an expert in 15 minutes, 100% free.

Free Expert Guidance

Real Human Advice

1M + Businesses Helped

Product comparison

Compare up to 3 products side-by-side

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Add product

[](https://www.softwareadvice.com/insurance/agency-advantage-profile/)

[Agency Advantage](https://www.softwareadvice.com/insurance/agency-advantage-profile/)

4.9

[(27)](https://www.softwareadvice.com/insurance/agency-advantage-profile/reviews/)

Starting Price

$99.00per month

Free trial

Free version

Pros:

Not enough reviews

Cons:

Not enough reviews

Who uses Agency Advantage

Based on 27 reviews

-   Top use case: Insurance (85%)

96% of users recommend this product

[](https://www.softwareadvice.com/insurance/applied-epic-profile/)

[Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/)

4.2

[(141)](https://www.softwareadvice.com/insurance/applied-epic-profile/reviews/)

Starting Price

$1000.00one time

Free trial

Free version

Pros:

Not enough reviews

Cons:

Not enough reviews

Who uses Applied Epic

Based on 141 reviews

-   Popular among: Small businesses
-   Most common industry: Finance & Accounting (87%)
-   Top use cases: Insurance (13%), Insurance Rating (2%) and Claims Management (1%)

66% of users recommend this product

[](https://www.softwareadvice.com/insurance/agency-advantage-profile/)

Agency Advantage

4.9

[(27)](https://www.softwareadvice.com/insurance/agency-advantage-profile/reviews/)

[](https://www.softwareadvice.com/insurance/applied-epic-profile/)

Applied Epic

4.2

[(141)](https://www.softwareadvice.com/insurance/applied-epic-profile/reviews/)

+

Add product

Add product

## User satisfaction

* * *

4.9

Based on 27 reviews

Ease of use

4.9

Value for money

5.0

Customer support

5.0

Functionality

4.8

4.2

Based on 141 reviews

Ease of use

3.8

Value for money

3.7

Customer support

4.2

Functionality

4.1

Looking for better value for money? Ask an advisor for high-rated alternatives

Looking for better value for money? Ask an advisor for high-rated alternatives

Looking for better value for money? Ask an advisor for high-rated alternatives

## User interface

* * *

## Key features

Features selected based on 168 reviews from Insurance

* * *

Contact Management

5.0

Document Management

5.0

Insurance Rating

N/A

Policy Management

N/A

Quotes/Estimates

5.0

Contact Management

3.8

Document Management

3.9

Insurance Rating

3.3

Policy Management

3.8

Quotes/Estimates

N/A

### Wondering if these products fit your needs?

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LexiAdvisor for 8 years

### Wondering if these products fit your needs?

Skip the manual research. Talk to a real advisor like Lexi to get a 100% free, personalized shortlist in 15 minutes.

LexiAdvisor for 8 years

## Integrations

* * *

[

Microsoft OutlookNot enough reviews

](https://www.softwareadvice.com/marketing/microsoft-outlook-profile/)[

Clarity WaveNot enough reviews

](https://www.softwareadvice.com/hr/clarity-wave-profile/)

## Reviews

* * *

AS

Allyssa S.Office ManagerInsurance, 2-10 employees

"The download integration is also super helpful to keep track of everything that's happening on a customer's account before even pulling a policy up."

May 20, 2022

IA

Isaac A.CSRInsurance, 2-10 employees

"Occasssionally my program slows down drastically making it difficult to upload attachments and bigger documents."

Jun 24, 2022

VR

Verified ReviewerOffice AdministratorInsurance, 1001-5000 employees

"For a business ready to invest in training and setup, it gives a lot of value and helps centralize workflows. If you’re in a smaller agency or expecting very minimal setup/training, you might find it takes more time upfront to get real benefit."

Oct 31, 2025

LB

Laura B.Senior Account ManagerInsurance, 2-10 employees

"Template setup is cumbersome, loading broker signatures is a process if you aren't super techy."

Dec 29, 2025

## Customer support

* * *

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7

Chat

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7

Chat

## Training options

* * *

In Person

Live Online

Webinars

Documentation

Videos

In Person

Live Online

Webinars

Documentation

Videos

## Popular Comparisons

* * *

[ePayPolicy vs Agency Advantage](https://www.softwareadvice.com/insurance/agency-advantage-profile/vs/epaypolicy/)[Jenesis Software vs Agency Advantage](https://www.softwareadvice.com/insurance/agency-advantage-profile/vs/jenesis-agency-management/)[Jenesis Software vs Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/vs/jenesis-agency-management/)[ePayPolicy vs Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/vs/epaypolicy/)