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NowCerts vs Applied Epic: Which is Better in 2026?

Choosing between NowCerts 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: NowCerts is our overall pick for CRM workflows. Pick Applied Epic if you need workflow automation.

··Methodology
Editor reviewed0 verified reviews comparedPricing checked May 2026

Short on time? Here's the quick answer

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

NowCerts

Comprehensive agency management software for insurance professionals.

Best for you if:

  • • You want to try before committing
  • • You need CRM features specifically
  • All-in-one agency management for insurance professionals.
  • Streamlines client, policy, and document management.

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
NowCertsNowCerts
Applied EpicApplied Epic
Starts at
$10/month/moStarter
Contact Sales/moContact Sales
Best For
CRMWorkflow Automation
Rating
--

Choose NowCerts or Applied Epic?

NowCerts

Choose NowCerts if

Comprehensive agency management software for insurance professionals.

  • Consolidates multiple agency functions into one platform.
  • Designed specifically for the unique needs of insurance agencies.
  • Aims to reduce administrative overhead and improve efficiency.
  • Your work is CRM-shaped, not workflow automation-shaped
Applied Epic

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
FeatureNowCertsApplied Epic
Pricing ModelFreemiumPaid
User Rating
4.2/5
216 reviews
4.3/5
1,697 reviews
Categories
CRMSales
Workflow AutomationCRM

In-Depth Analysis

NowCertsNowCerts

Comprehensive agency management software for insurance professionals.

Strengths

  • +Consolidates multiple agency functions into one platform.
  • +Designed specifically for the unique needs of insurance agencies.
  • +Aims to reduce administrative overhead and improve efficiency.

Weaknesses

  • -Specific pricing details are not publicly available.
  • -Requires integration with existing agency workflows.

Key features

Client Relationship Management (CRM)Policy ManagementDocument Management and StorageLead ManagementQuoting and Proposal GenerationClaims Tracking
Starts at $10/month/mo

Applied EpicApplied 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

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
Starts at Contact Sales/mo

Pricing: NowCerts vs Applied Epic

PlanNowCertsApplied Epic
Tier 1
Free
Free
Contact Sales
Contact Sales
Tier 2
$10/month
Starter
N/A
Tier 3
$25/month
Pro
N/A

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

Who Should Use What?

On a budget?

NowCerts has a free tier. Applied Epic is paid only.

Go with: NowCerts

Want the highest-rated option?

Neither has user reviews yet.

Go with: NowCerts

Value user reviews?

Neither has user reviews yet.

Go with: NowCerts

3 Questions to Help You Decide

1

What's your budget?

NowCerts is freemium. Applied Epic is paid. NowCerts lets you start free.

2

What's your use case?

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

3

How important are ratings?

Neither has user reviews yet.

Key Takeaways

NowCerts

  • Free tier available
  • Our pick for this comparison

Applied Epic

  • Higher user rating: 4.3/5 vs 4.2/5
  • Larger review base (1,697 reviews)
  • Better fit for workflow automation

The Bottom Line

NowCerts is our pick.

Frequently Asked Questions

Is NowCerts or Applied Epic better?

NowCerts is rated in our evaluation. NowCerts is freemium and Applied Epic is paid.

What are NowCerts and Applied Epic used for?

NowCerts: Comprehensive agency management software for insurance professionals.. Applied Epic: Specialized insurance software leveraging AI to automate workflows and connect the digital insurance ecosystem..

What does NowCerts cost vs Applied Epic?

NowCerts is freemium (free tier + paid plans). Applied Epic is a paid tool. Visit their websites for detailed pricing.

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