Alternatives
Best Applied Epic alternatives in 2026
Data compiled by Toolradar Updated How we rate
Cite this list: Toolradar, best Applied Epic alternatives 2026, toolradar.com/alternatives/applied-epic
4 direct alternatives to Applied Epic and 4 more tools in the same category, compared on pricing, features, and best-for use cases. Pick the right replacement without the marketing fluff.
Quick answer
- Vertafore AMS360 is the top alternative to Applied Epic on our list, followed by EZLynx and HawkSoft.
- None of the 8 alternatives has a free plan.
- Highest rated: HawkSoft, 4.7 out of 5 from 148 ratings, Sep 2026.
- 8 alternatives
- 4 direct
Top 3 alternatives to Applied Epic
Vertafore AMS360
#1 Top pickComprehensive insurance software solutions for agencies, carriers, and MGAs, leveraging AI for enhanced efficiency.
Pricing
Not published
4.3 /5 on G2 · 1,067 ratings, Sep 2026
Our take
Best overall
EZLynx
#2Run, manage, and scale your insurance agency with an all-in-one system powered by automation and AI.
Pricing
Not published
4.1 /5 across G2 and Capterra · 797 ratings, Sep 2026
HawkSoft
#3Empower your insurance agency with an intuitive and efficient management system.
Pricing
Not published
4.7 /5 across G2 and Capterra · 148 ratings, Sep 2026
Our take
Highest rated
Applied Epic vs 8 alternatives
| Tool | Starting price (Nov 2026) | Free plan | Rating | Fit |
|---|---|---|---|---|
 | Price: Contact sales | Free plan: No | 4.3 out of 5, from 1,942 ratings across G2 and Capterra (1,942) | |
| Price: Not published | Free plan: No | 4.3 out of 5, from 1,067 ratings on G2 (1,067) | Direct alternative |
| Price: Not published | Free plan: No | 4.1 out of 5, from 797 ratings across G2 and Capterra (797) | Direct alternative |
| Price: Not published | Free plan: No | 4.7 out of 5, from 148 ratings across G2 and Capterra (148) | Direct alternative |
 | Price: Not published | Free plan: No | 4.7 out of 5, from 42 ratings on G2 (42) | Direct alternative |
 | Price: $7/mo | Free plan: No | 3.9 out of 5, from 19,150 ratings across Trustpilot, TrustRadius, PeerSpot and more (19,150) | Same category as Applied Epic |
 | Price: $25/mo | Free plan: No | 4.4 out of 5, from 44,685 ratings across G2 and Capterra (44,685) | Same category as Applied Epic |
 | Price: $40/mo | Free plan: No | 4.6 out of 5, from 509 ratings across G2 and Capterra (509) | Same category as Applied Epic |
 | Price: $12/mo | Free plan: No | 4.6 out of 5, from 19,089 ratings on G2 (19,089) | Same category as Applied Epic |
Why people consider alternatives to Applied Epic
Applied Epic is a comprehensive agency management system designed for independent insurance agencies. It provides a single, integrated platform to manage all lines of business across various locations and roles, eliminating the need for…
Teams most often switch away when one of these starts to bite:
- Pricing at scale as usage or premium tiers add up.
- Missing integrations with the rest of your stack.
- Performance or scale limits as your needs grow.
- A specific feature gap you have hit in crm.
The 4 direct alternatives below cover the same core job (CRM) with different trade-offs. The 4 tools marked "Same category as Applied Epic" fit the category but replace Applied Epic less directly.
Applied Epic by the numbers
- #46 (joint) most-listed alternative in AI & Automation, out of 1106 tools in AI & Automation. Source: Toolradar data, Nov 2026.
- #55 (joint) most-listed alternative in Workflow Automation, out of 1036 tools in Workflow Automation. Source: Toolradar data, Nov 2026.
- #41 (joint) most-listed alternative in Finance, out of 643 tools in Finance. Source: Toolradar data, Nov 2026.
| Metric | Applied Epic | Peer median | Position (1 is best) |
|---|---|---|---|
| Free plan | No | 26% have one | n/a |
| Listed as an alternative to | 22 tools | 3 | #41 of 514 (joint) |
| User rating | 4.3/5 (across the web, 1,942 ratings) | 4.4/5 | #214 of 351 (joint) tools with 20+ reviews |
| Compare-page visits, last 30 days | 24 visits | 34 | #54 of 64 tools with 20+ compare-page visits |
Listed as an alternative to: #39 on 2026-10-16 to #41 on 2026-11-02 (rank among 514 tools, 1 is best).
Each position is counted among the tools that have data for that row, as noted under it. All CRM data · How we compute this. Advertising and placement fees are not inputs to any position. Visit counts include visits from every source.
Cite this: Toolradar, “Applied Epic by the numbers”, Nov 2026.
CRM leaderboards from Toolradar data
Toolradar ranks CRM tools on one measure at a time, only where at least 8 tools have data. As of Nov 2026.
Lowest entry price, plans with no stated unit
Cheapest standard paid plan per month (annual prices divided by 12), read on vendor pages and compared only with tools priced on the same basis.
Counted among 148 tools with no stated price unit, verified price.
| # | Tool | Entry plan |
|---|---|---|
| 1 | MyKidReports | $0.99/mo, billed monthly |
| 2 | Stablebuzz | $1.11/mo |
| 3 | VSCO Workspace | $2.50/mo, billed monthly |
| 4 | Rock RMS | $4.45/mo |
| 5 | ConnectMachine 2.0 | $5/mo, billed yearly |
Lowest entry price, per-user plans
Cheapest standard paid plan per month (annual prices divided by 12), read on vendor pages and compared only with tools priced on the same basis.
Counted among 60 tools priced per user, verified price.
| # | Tool | Entry plan |
|---|---|---|
| 1 | Chronock | $6.67/user/mo, billed yearly |
| 2 | Pixelwand CRM | $8/user/mo, billed yearly |
| 3 | Bonsai | $9/user/mo, billed monthly |
| 3 | Close MCP | $9/user/mo, billed monthly |
| 3 | Freshsales | $9/user/mo, billed monthly |
Lowest entry price, flat team plans
Cheapest standard paid plan per month (annual prices divided by 12), read on vendor pages and compared only with tools priced on the same basis.
Counted among 18 tools priced as a flat team plan, verified price.
| # | Tool | Entry plan |
|---|---|---|
| 1 | Paw Partner | $10.99/mo flat, billed monthly |
| 2 | StyleSeat | $19/mo flat, billed monthly |
| 3 | Rentec Direct | $25/mo flat, billed monthly |
| 4 | GlossGenius | $28/mo flat, billed monthly |
| 5 | Zen Planner | $39/mo flat, billed monthly |
A position exists only when at least 8 tools have data for that metric. 226 of 514 CRM tools have a verified price; the others publish none we could read (often "contact sales"). Advertising and placement fees are not inputs to any position. Visit counts include visits from every source. How we compute this. Cite this: Toolradar, “CRM leaderboards”, Nov 2026. Data licensed CC BY 4.0. All CRM statistics.
8 alternatives to Applied Epic
Direct alternatives come first, ranked by G2 and Capterra ratings, media mentions, and editor review. Tools marked "Same category as Applied Epic" follow, ranked the same way.
- 1
Vertafore AMS360
Paid Battle-tested at scaleComprehensive insurance software solutions for agencies, carriers, and MGAs, leveraging AI for enhanced efficiency.
4.3 /5 on G2 · 1,067 ratings, Sep 2026
Price not published
- 2
EZLynx
PaidRun, manage, and scale your insurance agency with an all-in-one system powered by automation and AI.
4.1 /5 across G2 and Capterra · 797 ratings, Sep 2026
Price not published
- 3
HawkSoft
Paid Higher rated by usersEmpower your insurance agency with an intuitive and efficient management system.
4.7 /5 across G2 and Capterra · 148 ratings, Sep 2026
Price not published
- 4
AgencyBloc
Paid Higher rated by usersAll-in-one agency management system for health and life insurance professionals.
4.7 /5 on G2 · 42 ratings, Sep 2026
Price not published
- 5
HubSpot
Paid Battle-tested at scaleCRM platform for scaling businesses
3.9 /5 across Trustpilot, TrustRadius, PeerSpot and more · 19,150 ratings, Sep 2026
From $7/mo, billed monthly
Same category as Applied Epic
- 6
Salesforce
Paid Battle-tested at scaleManage sales pipelines, customer support, and marketing journeys in one CRM
4.4 /5 across G2 and Capterra · 44,685 ratings, Sep 2026
From $25/user/mo, billed monthly or yearly
Same category as Applied Epic
- 7
Creatio
Paid Higher rated by usersAI CRM built for people and AI agents to work together
4.6 /5 across G2 and Capterra · 509 ratings, Sep 2026
From $40/user/mo, billed monthly
Same category as Applied Epic
- 8
Monday Sales CRM
Paid Higher rated by usersCustomizable CRM for sales teams
4.6 /5 on G2 · 19,089 ratings, Sep 2026
From $12/user/mo, billed monthly
Same category as Applied Epic
Frequently asked questions
What is the best alternative to Applied Epic?
Based on real-signal scoring (G2 and Capterra ratings, media mentions, and editorial review), the top alternatives to Applied Epic are Vertafore AMS360, EZLynx, HawkSoft. Each solves the same core job with different trade-offs on pricing, features, and integrations.
Is there a free alternative to Applied Epic?
Most Applied Epic alternatives offer paid plans, though some include free tiers or trials. Check the pricing pill on each alternative below.
Why do people look for Applied Epic alternatives?
Common reasons teams switch away from Applied Epic: pricing that scales aggressively, missing integrations with the rest of their stack, performance or scale limits, or a specific feature gap in crm. The alternatives on this page solve the same core problem with different trade-offs.
Side-by-side comparisons
In-depth comparison pages for Applied Epic versus each alternative.
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