Agency Matrix vs Applied Epic: Which is best for you?

The main client screens are easy to understand.

They would roll them out before testing, so agents would suffer features not working, new bugs continuously popping up, and the system being down for hours and sometimes days.

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.

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