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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 wins this matchup. HubSpot is our overall CRM pick. HubSpot is our free CRM pick. Pick Applied Epic if you need workflow automation.

Methodology
Editor reviewed 2,125 user reviews compared Pricing checked Oct 2026

Short on time? Here's the quick answer

Based on published vendor pricing and features and on public review data, here's who should pick what:

NowCerts

Comprehensive agency management software for insurance professionals.

Best for you if:

  • • You want a free tier before you commit

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
At a Glance
NowCertsNowCerts
Applied EpicApplied Epic
Starts at
Free Free plan
Custom
Category
CRM Sales
Workflow Automation CRM
Rating
4.3/5 Capterra 4.5 · SourceForge 4.3 · G2 3.8 183 reviews4.3/5 G2 4.4 · Capterra 4.2 1,942 reviews
Free plan
Yes No

Choose NowCerts or Applied Epic?

NowCerts

Choose NowCerts if

  • You want a free tier before you commit
  • You want consolidates multiple agency functions into one platform
  • You want designed specifically for the unique needs of insurance agencies
  • You work in CRM, not workflow automation
Applied Epic

Choose Applied Epic if

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

In-Depth Analysis

NowCertsNowCerts

Comprehensive agency management software for insurance professionals.

Strengths

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

Weaknesses

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

Key features

Client Relationship Management (CRM) Policy Management Document Management and Storage Lead Management Quoting and Proposal Generation Claims Tracking

Applied EpicApplied Epic

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

Strengths

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

Weaknesses

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

Key features

AI-driven workflow automation for insurance-specific tasks Centralized management for all lines of business and agency roles Single view of clients and prospects across the agency Data centralization and analytics for informed decision-making Applied Mobile app for agents to access information remotely Applied CSR24 for customer self-service and 24/7 access to insurance information

Pricing: NowCerts vs Applied Epic

PlanNowCertsApplied Epic
Tier 1N/A
Contact Sales
Contact Sales

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

Key Takeaways

NowCerts

  • Free tier available
  • Our pick for this comparison

Applied Epic

  • Larger review base (1,942 reviews)
  • Better fit for workflow automation

The Bottom Line

NowCerts wins this matchup. HubSpot is our overall CRM pick. HubSpot is our free CRM pick.

Frequently Asked Questions

Is NowCerts or Applied Epic better in 2026?

NowCerts wins this matchup. HubSpot is our overall CRM pick. HubSpot is our free CRM pick. Pick NowCerts for CRM workflows (main strength: consolidates multiple agency functions into one platform). Pick Applied Epic for workflow automation workflows (main strength: leverages insurance-specific AI for tailored automation and insights).

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 pricing is on their site. Applied Epic pricing is on their site.

What's the main difference between NowCerts and Applied Epic?

NowCerts's main strength: consolidates multiple agency functions into one platform. Applied Epic's main strength: leverages insurance-specific AI for tailored automation and insights.

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