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Applied Epic vs NextAgency

Updated February 2, 2026

Applied Epic vs NextAgency: Which is best for you?

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Custom shortlist of 3-5 vendors
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55+ software advisors
1 million+ businesses helped
2 million+ verified software reviews
Starting Price
$1,000.00

one time

$85.00

per month

Free Trial
Free Version
Screenshots
and Demo
Product Screenshot
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Product Screenshot
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Top Rated
  Features
Insurance Policy Management
4.27
Claims Management
4.14
Commission Management
4.0
See All
Insurance Policy Management
4.92
Contact Management
4.87
Commission Management
4.86
See All
Integrations
Microsoft Outlook
Microsoft Outlook
Clarity Wave
Clarity Wave
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Zapier
Zapier
Ease
Ease
Microsoft Outlook
Microsoft Outlook
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Pros / Cons
  • 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.
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  • in our search for a comprehensive system to manage our employee benefits business the ease of use and commission tracking were the major selling points. And that it is designed for employee benefits in mind.
  • Integration with email was difficult.
Read more
Ease-of-Use
3.9/ 5
Highest performing feature
in the comparison
4.8/ 5
Value for Money
3.7/ 5
Highest performing feature
in the comparison
5/ 5
Customer Support
4.2/ 5
Highest performing feature
in the comparison
4.9/ 5
Functionality
4.1/ 5
Highest performing feature
in the comparison
4.7/ 5
Support Options
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training Options
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos
FrontRunners
N/A
N/A
Advisor
  Recommendations
9 Recommendations
N/A
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployment Options
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad