HawkSoft vs Applied Epic: Which is Better in 2026?
Choosing between HawkSoft and Applied Epic 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 HawkSoft if you need CRM.
Short on time? Here's the quick answer
We've tested both tools. Here's who should pick what:
HawkSoft
Empower your insurance agency with an intuitive and efficient management system.
Best for you if:
- • You need CRM features specifically
- • Comprehensive agency management system for insurance agencies.
- • Focuses on client retention, business growth, and performance measurement.
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.
| At a Glance |  HawkSoft |  Applied Epic |
|---|---|---|
Starts at | Custom | Custom |
Best For | CRM | Workflow Automation |
Rating | 4.7/5 | 4.3/5 |
Choose HawkSoft or Applied Epic?
Choose HawkSoft if
Empower your insurance agency with an intuitive and efficient management system.
- 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
- Your work is CRM-shaped, not workflow automation-shaped
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
| Feature | HawkSoft | Applied Epic |
|---|---|---|
| Pricing Model | Paid | Paid |
| User Rating | ★4.7/5 145 reviews | ★4.3/5 1,697 reviews |
| Categories | CRMWorkflow Automation | Workflow AutomationCRM |
In-Depth Analysis
HawkSoft
Empower your insurance agency with an intuitive and efficient management system.
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
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
Pricing: HawkSoft vs Applied Epic
| Plan | HawkSoft | Applied Epic |
|---|---|---|
| Tier 1 | N/A | Contact Sales Contact Sales |
Pricing verified from each vendor's public pricing page. Compare in detail on HawkSoft pricing and Applied Epic 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?
HawkSoft: 4.7/5 (145 reviews). Applied Epic: 4.3/5 (1,697 reviews).
Go with: HawkSoft
Value user reviews?
HawkSoft: 145 reviews (4.7/5). Applied Epic: 1,697 reviews (4.3/5).
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?
HawkSoft is a CRM tool. Applied Epic is in workflow automation. Pick the category that matches your needs.
How important are ratings?
HawkSoft is rated higher: 4.7/5 vs 4.3/5.
Key Takeaways
Applied Epic
- Larger review base (1,697 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 is our pick.
Frequently Asked Questions
Is HawkSoft or Applied Epic better?
Applied Epic is rated in our evaluation. Both are paid.
What are HawkSoft and Applied Epic used for?
HawkSoft: Empower your insurance agency with an intuitive and efficient management system.. Applied Epic: Specialized insurance software leveraging AI to automate workflows and connect the digital insurance ecosystem..
What does HawkSoft cost vs Applied Epic?
HawkSoft is a paid tool. Applied Epic is a paid tool. Visit their websites for detailed pricing.