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Applied Epic vs HawkSoft: Which is Better in 2026?

Choosing between Applied Epic and HawkSoft comes down to understanding what each tool does best. This comparison breaks down the key differences so you can make an informed decision based on your specific needs, not marketing claims.

Bottom line: Applied Epic wins this matchup. Our overall Workflow Automation pick is monday.com. Our free Workflow Automation pick is Tadata. Pick HawkSoft if you need CRM.

··Methodology
Editor reviewed0 verified reviews comparedPricing checked Sep 2026

Short on time? Here's the quick answer

We've tested both tools. Here's who should pick what:

Applied Epic

Specialized insurance software leveraging AI to automate workflows and connect the digital insurance ecosystem.

Best for you if:

  • You want leverages insurance-specific AI for tailored automation and insights
  • You want consolidates multiple agency functions into a single, integrated platform

HawkSoft

Empower your insurance agency with an intuitive and efficient management system.

Best for you if:

  • You want high recommendation rate from users
  • You want strong focus on customer support with high first-call resolution
At a Glance
Applied EpicApplied Epic
HawkSoftHawkSoft
Starts at
Custom
Custom
Best For
Workflow AutomationCRM
Rating
4.3/54.7/5
Free plan
No No

Choose Applied Epic or HawkSoft?

Applied Epic

Choose Applied Epic if

Specialized insurance software leveraging AI to automate workflows and connect the digital insurance ecosystem.

  • You want leverages insurance-specific AI for tailored automation and insights
  • You want consolidates multiple agency functions into a single, integrated platform
  • Your work is workflow automation-shaped, not CRM-shaped
HawkSoft

Choose HawkSoft if

Empower your insurance agency with an intuitive and efficient management system.

  • You want high recommendation rate from users
  • You want strong focus on customer support with high first-call resolution
  • Your work is CRM-shaped, not workflow automation-shaped
FeatureApplied EpicHawkSoft
Pricing ModelPaidPaid
User Rating
4.3/5
1,942 reviews
4.7/5
148 reviews
Categories
Workflow AutomationCRM
CRMWorkflow Automation

In-Depth Analysis

Applied EpicApplied Epic

Specialized insurance software leveraging AI to automate workflows and connect the digital insurance ecosystem.

Starts at Custom

Strengths

  • +Leverages insurance-specific AI for tailored automation and insights
  • +Consolidates multiple agency functions into a single, integrated platform
  • +Improves productivity by reducing manual data entry and system switching
  • +Enhances customer experience with mobile and self-service options
  • +Used by a significant number of top-performing insurance agencies

Weaknesses

  • -Specific pricing details are not publicly available, requiring direct contact for quotes
  • -Requires integration with existing agency workflows, which may involve a learning curve
  • -The full benefits are realized with comprehensive adoption across the agency

Key features

AI-driven workflow automation for insurance-specific tasksCentralized management for all lines of business and agency rolesSingle view of clients and prospects across the agencyData centralization and analytics for informed decision-makingApplied Mobile app for agents to access information remotelyApplied CSR24 for customer self-service and 24/7 access to insurance information

HawkSoftHawkSoft

Empower your insurance agency with an intuitive and efficient management system.

Starts at Custom

Strengths

  • +High recommendation rate from users
  • +Strong focus on customer support with high first-call resolution
  • +Designed to be simple, fast, efficient, and effective for agents
  • +Privately-owned, prioritizing customer and employee needs over external stakeholders
  • +Promises investment pays for itself within the first year

Weaknesses

  • -Specific pricing details are not publicly available
  • -No explicit mention of integrations with other insurance-specific tools or general business software

Key features

Retention Alerts for proactive client serviceLead Management for sales pipeline trackingCross-sell and Upsell reportsBatch email, letter, and text message communicationsScheduled communicationsActionable agency vital reports (close ratio, policies per client, commissions, retention)

Pricing: Applied Epic vs HawkSoft

PlanApplied EpicHawkSoft
Tier 1
Contact Sales
Contact Sales
N/A

Pricing verified from each vendor's public pricing page. Compare in detail on Applied Epic pricing and HawkSoft pricing.

Who Should Use What?

On a budget?

Both are paid. Compare plans on their websites.

Go with: Applied Epic

Want the highest-rated option?

Applied Epic: 4.3/5 (1,942 reviews). HawkSoft: 4.7/5 (148 reviews).

Go with: HawkSoft

Value user reviews?

Applied Epic: 1,942 reviews (4.3/5). HawkSoft: 148 reviews (4.7/5).

Go with: Applied Epic

3 Questions to Help You Decide

1

What's your budget?

Both are paid. Pricing won't help you decide here.

2

What's your use case?

Applied Epic is a workflow automation tool. HawkSoft is in CRM. Pick the category that matches your needs.

3

How important are ratings?

HawkSoft is rated higher: 4.7/5 vs 4.3/5.

Key Takeaways

Applied Epic

  • Larger review base (1,942 reviews)
  • Our pick for this comparison

HawkSoft

  • Higher user rating: 4.7/5 vs 4.3/5
  • Better fit for CRM

The Bottom Line

Applied Epic wins this matchup. Our overall Workflow Automation pick is monday.com. Our free Workflow Automation pick is Tadata.

Frequently Asked Questions

Is Applied Epic or HawkSoft better?

Applied Epic is rated in our evaluation. Both are paid.

What are Applied Epic and HawkSoft used for?

Applied Epic: Specialized insurance software leveraging AI to automate workflows and connect the digital insurance ecosystem.. HawkSoft: Empower your insurance agency with an intuitive and efficient management system..

What does Applied Epic cost vs HawkSoft?

Applied Epic is a paid tool. HawkSoft is a paid tool. Visit their websites for detailed pricing.

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