Applied Epic vs Vertafore AMS360: Which is Better in 2026?
Choosing between Applied Epic and Vertafore AMS360 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 is our overall pick for workflow automation workflows. Pick Vertafore AMS360 if you need CRM.
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 need workflow automation features specifically
- • AI-powered agency management system for independent insurance agencies.
- • Provides a single platform for all lines of business and operational workflows.
Vertafore AMS360
Comprehensive insurance software solutions for agencies, carriers, and MGAs, leveraging AI for enhanced efficiency.
Best for you if:
- • You need CRM features specifically
- • Comprehensive insurance management system for agencies.
- • Automates and simplifies insurance operations with AI-powered tools.
| At a Glance |  Applied Epic |  Vertafore AMS360 |
|---|---|---|
Starts at | Custom | Custom |
Best For | Workflow Automation | CRM |
Rating | 4.3/5 | 4.0/5 |
Choose Applied Epic or Vertafore AMS360?
Choose Applied Epic if
Specialized insurance software leveraging AI to automate workflows and connect the digital insurance ecosystem.
- 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
- Your work is workflow automation-shaped, not CRM-shaped
Choose Vertafore AMS360 if
Comprehensive insurance software solutions for agencies, carriers, and MGAs, leveraging AI for enhanced efficiency.
- Streamlines complex agency operations.
- Offers mobile access for on-the-go management.
- Integrates with CRM for improved sales efficiency.
- Your work is CRM-shaped, not workflow automation-shaped
| Feature | Applied Epic | Vertafore AMS360 |
|---|---|---|
| Pricing Model | Paid | Paid |
| User Rating | ★4.3/5 1,697 reviews | ★4.0/5 891 reviews |
| Categories | Workflow AutomationCRM | CRMPractice Management |
In-Depth Analysis
Applied Epic
Specialized insurance software leveraging AI to automate workflows and connect the digital insurance ecosystem.
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
Vertafore AMS360
Comprehensive insurance software solutions for agencies, carriers, and MGAs, leveraging AI for enhanced efficiency.
Strengths
- +Streamlines complex agency operations.
- +Offers mobile access for on-the-go management.
- +Integrates with CRM for improved sales efficiency.
- +Facilitates faster document signing with DocuSign integration.
- +Supports commercial submissions for a game-changing quote experience.
Weaknesses
- -Specific pricing details are not publicly available.
- -Requires integration with other Vertafore products for full ecosystem benefits.
Key features
Pricing: Applied Epic vs Vertafore AMS360
| Plan | Applied Epic | Vertafore AMS360 |
|---|---|---|
| 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 Vertafore AMS360 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 (1,697 reviews). Vertafore AMS360: 4.0/5 (891 reviews).
Go with: Applied Epic
Value user reviews?
Applied Epic: 1,697 reviews (4.3/5). Vertafore AMS360: 891 reviews (4.0/5).
Go with: Applied Epic
3 Questions to Help You Decide
What's your budget?
Both are paid. Pricing won't help you decide here.
What's your use case?
Applied Epic is a workflow automation tool. Vertafore AMS360 is in CRM. Pick the category that matches your needs.
How important are ratings?
Applied Epic is rated higher: 4.3/5 vs 4.0/5.
Key Takeaways
Applied Epic
- Higher user rating: 4.3/5 vs 4.0/5
- Larger review base (1,697 reviews)
- Our pick for this comparison
Vertafore AMS360
- Better fit for CRM
The Bottom Line
Applied Epic is our pick.
Frequently Asked Questions
Is Applied Epic or Vertafore AMS360 better?
Applied Epic is rated in our evaluation. Both are paid.
What are Applied Epic and Vertafore AMS360 used for?
Applied Epic: Specialized insurance software leveraging AI to automate workflows and connect the digital insurance ecosystem.. Vertafore AMS360: Comprehensive insurance software solutions for agencies, carriers, and MGAs, leveraging AI for enhanced efficiency..
What does Applied Epic cost vs Vertafore AMS360?
Applied Epic is a paid tool. Vertafore AMS360 is a paid tool. Visit their websites for detailed pricing.