Top 20 Alternatives to Applied Epic in Insurance Software for Agents

Comprehensive AMS with integrated rating, quoting, workflow automation, and robust reporting for personal and commercial lines.

Cloud‑based agency management with built‑in rating, quoting, marketing automation, and a powerful client portal.

User‑friendly AMS focused on independent agencies, offering policy management, accounting, and a customizable workflow engine.

Specialized in health, life, and Medicare agencies; provides CRM, policy administration, and commission tracking in a single SaaS solution.

Modern, cloud‑first AMS with AI‑driven insights, integrated quoting, and a client‑facing portal for small‑to‑mid‑size agencies.

All‑in‑one agency management system featuring policy lifecycle, accounting, and a built‑in marketing suite.

SaaS AMS designed for brokers and MGAs, offering multi‑carrier rating, policy administration, and a white‑label client portal.

Integrated solution combining agency management, marketing tools, and risk assessment modules for personal and commercial lines.

CRM‑centric platform for life and health agents, with lead management, quoting, and commission tracking.

Enterprise‑grade platform focusing on life and annuity quoting, illustration, and workflow automation for agencies.

Lead generation and quoting engine that integrates with most AMS platforms, providing real‑time quotes and policy comparison.

CRM and marketing automation platform for agencies, offering policy tracking, client communication, and performance dashboards.

Robust core system for carriers and large agencies, covering policy administration, billing, and claims with extensive configurability.

Comprehensive insurance platform for policy, billing, and claims, suitable for agencies that need carrier‑level functionality.

Cloud‑native insurance platform offering policy administration, claims, and billing, with an API‑first approach for agency integrations.

End‑to‑end insurance software for carriers and agencies, featuring policy management, underwriting, and analytics.

Marketplace‑style platform that provides agents with instant quotes, comparison tools, and a white‑label client portal.

Affordable AMS targeting boutique agencies, with policy tracking, accounting, and a simple UI.

Specialized agency management for personal lines, offering rating, document management, and integrated email marketing.

Legacy AMS modernized for the cloud, providing policy administration, accounting, and a mobile app for agents on the go.