Vertafore AMS360 vs Applied Epic: Which is Better in 2026?
Choosing between Vertafore AMS360 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 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:
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.
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 |  Vertafore AMS360 |  Applied Epic |
|---|---|---|
Starts at | Paid | Contact Sales/moContact Sales |
Best For | CRM | Workflow Automation |
Rating | - | - |
Choose Vertafore AMS360 or Applied Epic?
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
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 | Vertafore AMS360 | Applied Epic |
|---|---|---|
| Pricing Model | Paid | Paid |
| User Rating | ★4.0/5 891 reviews | ★4.3/5 1,697 reviews |
| Categories | CRMPractice Management | Workflow AutomationCRM |
In-Depth Analysis
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
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: Vertafore AMS360 vs Applied Epic
| Plan | Vertafore AMS360 | Applied Epic |
|---|---|---|
| Tier 1 | N/A | Contact Sales Contact Sales |
Pricing verified from each vendor's public pricing page. Compare in detail on Vertafore AMS360 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?
Neither has user reviews yet.
Go with: Vertafore AMS360
Value user reviews?
Neither has user reviews yet.
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?
Vertafore AMS360 is a CRM tool. Applied Epic is in workflow automation. Pick the category that matches your needs.
How important are ratings?
Neither has user reviews yet.
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 Vertafore AMS360 or Applied Epic better?
Applied Epic is rated in our evaluation. Both are paid.
What are Vertafore AMS360 and Applied Epic used for?
Vertafore AMS360: Comprehensive insurance software solutions for agencies, carriers, and MGAs, leveraging AI for enhanced efficiency.. Applied Epic: Specialized insurance software leveraging AI to automate workflows and connect the digital insurance ecosystem..
What does Vertafore AMS360 cost vs Applied Epic?
Vertafore AMS360 is a paid tool. Applied Epic is a paid tool. Visit their websites for detailed pricing.