--- title: "Applied Epic vs Vertafore Agency Platform - 2026 Comparison - Software Advice" description: "Applied Epic vs Vertafore Agency Platform - 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_url: "https://www.softwareadvice.com/insurance/applied-epic-profile/vs/vertafore-agency-platform/" page_type: "comparison" language: "en" publication_date: "2026-11-09" --- [Home](https://www.softwareadvice.com/) / [Claims Management Software](https://www.softwareadvice.com/insurance/claims-management-comparison/) / Applied Epic vs Vertafore Agency Platform Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Updated November 9, 2026 # Applied Epic vs. Vertafore Agency Platform: 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 Updated November 9, 2026 # Applied Epic vs. Vertafore Agency Platform: 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 + Add product [](https://www.softwareadvice.com/insurance/applied-epic-profile/) [Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/) 4.2 [(142)](https://www.softwareadvice.com/insurance/applied-epic-profile/reviews/) Starting Price $1000.00one time Free trial: Not available Free version: Not available Pros: Not enough reviews Cons: Not enough reviews Who uses Applied Epic Based on 142 reviews - Popular among: Small businesses - Most common industry: Finance & Accounting (87%) - Top use cases: Insurance (14%), Insurance Rating (2%) and Online CRM (1%) 66% of users recommend this product [](https://www.softwareadvice.com/insurance/vertafore-agency-platform-profile/) [Vertafore Agency Platform](https://www.softwareadvice.com/insurance/vertafore-agency-platform-profile/) 3.4 [(15)](https://www.softwareadvice.com/insurance/vertafore-agency-platform-profile/reviews/) Starting Price $1000.00per month Free trial: Not available Free version: Not available Pros: Not enough reviews Cons: Not enough reviews Who uses Vertafore Agency Platform Based on 15 reviews - Top use case: Insurance (33%) [](https://www.softwareadvice.com/insurance/applied-epic-profile/) Applied Epic 4.2 [(142)](https://www.softwareadvice.com/insurance/applied-epic-profile/reviews/) [](https://www.softwareadvice.com/insurance/vertafore-agency-platform-profile/) Vertafore Agency Platform 3.4 [(15)](https://www.softwareadvice.com/insurance/vertafore-agency-platform-profile/reviews/) + Add product Add product ## Applied Epic vs Vertafore Agency Platform: At a glance * * * Product ratings at a glance | | Applied Epic | Vertafore Agency Platform | | --- | --- | --- | | Overall rating | 4.2
142 reviews | 3.4
15 reviews | | Ease of use | 3.9 | 3.2 | | Value for money | 3.7 | 2.9 | | Functionality | 4.1 | 3.5 | | Customer support | 4.2 | 2.9 | | Ease of deployment | 3.2 | 2.8 | Best in comparison Looking for better customer support? Ask an advisor for high-rated alternatives Looking for better customer support? Ask an advisor for high-rated alternatives Looking for better customer support? Ask an advisor for high-rated alternatives ## User interface * * * ## Key features Features selected based on 157 reviews from Claims Management * * * Contact Management 3.8 Document Management 4.0 Insurance Rating 3.3 Policy Management 3.8 Quotes/Estimates N/A - Insurance Policy Management: 4.3 - Claims Management: 4.1 - Document Management: 4.0 - Commission Management: 4.0 - Policy Management: 3.8 - Contact Management: 3.8 - Workflow Management: 3.6 - Insurance Rating: 3.3 Contact Management N/A Document Management N/A Insurance Rating N/A Policy Management N/A Quotes/Estimates 2.3 ### 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 ### 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 * * * Positive review: MK michael k. Account Manager Insurance, 201-500 employees "The biggest learning curve is getting users comfortable with the system and making sure workflows are configured properly. Once users are familiar with it, Applied Epic provides a solid foundation for managing commercial insurance business and keeping information organized." Aug 20, 2026 Negative review: LB Laura B. Senior Account Manager Insurance, 2-10 employees "Template setup is cumbersome, loading broker signatures is a process if you aren't super techy." Dec 29, 2025 Positive review: MK michael k. Account Manager Insurance, 201-500 employees "Applied Epic provides a comprehensive platform for managing the day-to-day operations of an insurance brokerage." Aug 20, 2026 Negative review: CG Cody G. IT Insurance, 501-1000 employees "WORST of the worst." Feb 19, 2025 Positive review: VR Verified Reviewer Office Administrator Insurance, 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 Negative review: MG Mark G. Agent Insurance, 11-50 employees "You will spend the majority of the day clicking from screen to screen, not actually accomplishing anything." Feb 29, 2024 [Read all reviews](https://www.softwareadvice.com/insurance/applied-epic-profile/reviews/) N/A ## Customer support * * * Applied Epic Email/Help Desk: Available FAQs/Forum: Not available Knowledge Base: Available Phone Support: Available 24/7: Not available Chat: Available Vertafore Agency Platform Email/Help Desk: Not available FAQs/Forum: Not available Knowledge Base: Not available Phone Support: Not available 24/7: Not available Chat: Available ## Training options * * * Applied Epic In Person: Available Live Online: Available Webinars: Available Documentation: Available Videos: Available Vertafore Agency Platform In Person: Available Live Online: Available Webinars: Available Documentation: Available Videos: Not available ## Send this comparison chart to my inbox ## Popular Comparisons * * * [Jenesis Software vs Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/vs/jenesis-agency-management/)[EZLynx vs Vertafore Agency Platform](https://www.softwareadvice.com/insurance/ezlynx-profile/vs/vertafore-agency-platform/)