Ivans vs Applied Epic: Which is Better in 2026?
Choosing between Ivans 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 Ivans if you need CRM.
Short on time? Here's the quick answer
We've tested both tools. Here's who should pick what:
Ivans
Connecting carriers, MGAs, and agencies to streamline insurance workflows and drive revenue.
Best for you if:
- • You need CRM features specifically
- • Connects insurance carriers, MGAs, and agencies on a single network.
- • Streamlines insurance workflows and digital distribution.
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 |  Ivans |  Applied Epic |
|---|---|---|
Starts at | Custom | Custom |
Best For | CRM | Workflow Automation |
Rating | 4.8/5 | 4.3/5 |
Choose Ivans or Applied Epic?
Choose Ivans if
Connecting carriers, MGAs, and agencies to streamline insurance workflows and drive revenue.
- Creates a unified network for key insurance players
- Improves operational efficiency through digital workflows
- Facilitates new business opportunities for agencies and carriers
- 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 | Ivans | Applied Epic |
|---|---|---|
| Pricing Model | Paid | Paid |
| User Rating | ★4.8/5 21 reviews | ★4.3/5 1,697 reviews |
| Categories | CRMWorkflow Automation | Workflow AutomationCRM |
In-Depth Analysis
Ivans
Connecting carriers, MGAs, and agencies to streamline insurance workflows and drive revenue.
Strengths
- +Creates a unified network for key insurance players
- +Improves operational efficiency through digital workflows
- +Facilitates new business opportunities for agencies and carriers
- +Provides insights into industry trends and connectivity strategies
- +Supports digital transformation initiatives for carriers
Weaknesses
- -Specific pricing details are not publicly available
- -Requires participation from multiple industry stakeholders for full network effect
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: Ivans vs Applied Epic
| Plan | Ivans | Applied Epic |
|---|---|---|
| Tier 1 | N/A | Contact Sales Contact Sales |
Pricing verified from each vendor's public pricing page. Compare in detail on Ivans 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?
Ivans: 4.8/5 (21 reviews). Applied Epic: 4.3/5 (1,697 reviews).
Go with: Ivans
Value user reviews?
Ivans: 21 reviews (4.8/5). 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?
Ivans is a CRM tool. Applied Epic is in workflow automation. Pick the category that matches your needs.
How important are ratings?
Ivans is rated higher: 4.8/5 vs 4.3/5.
Key Takeaways
Applied Epic
- Larger review base (1,697 reviews)
- Our pick for this comparison
Ivans
- Higher user rating: 4.8/5 vs 4.3/5
- Better fit for CRM
The Bottom Line
Applied Epic is our pick.
Frequently Asked Questions
Is Ivans or Applied Epic better?
Applied Epic is rated in our evaluation. Both are paid.
What are Ivans and Applied Epic used for?
Ivans: Connecting carriers, MGAs, and agencies to streamline insurance workflows and drive revenue.. Applied Epic: Specialized insurance software leveraging AI to automate workflows and connect the digital insurance ecosystem..
What does Ivans cost vs Applied Epic?
Ivans is a paid tool. Applied Epic is a paid tool. Visit their websites for detailed pricing.