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Applied Epic vs Agentero Comparison (2026)
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Good recommendations?
Applied Epic
5
71
4
43
3
16
2
6
1
6
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Agentero
5
7
4
1
3
0
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Applied Epic is a cloud-based insurance business management solution that helps agencies manage customer relationships, sales opportunities, accounting, benefits administration, and more. Key features include process management, document storage, messaging, electronic signature, and reporting.
Agentero is a cloud-based sales and service platform, designed to help insurance agents track opportunities and manage revenue. Key features include renewal prioritization, policy recommendations, coverage optimization, sales pipeline management, file import, and predictive modeling.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.2
142
5
4
3
2
1
71
43
16
6
6
- Value for money
- Ease of use
- Features
- Customer support
4.9
8
5
4
3
2
1
7
1
0
0
0
- Value for money
- Ease of use
- Features
- Customer support
Pros
Mackenzi H.
Office Administrator
Amanda M.
Account Manager
Mackenzi H.
Office Administrator
Pros
Not enoughreviews yet
Cons
michael k.
Account Manager
Laura B.
Senior Account Manager
Laura B.
Senior Account Manager
Cons
Not enoughreviews yet
- Vendor responds to reviews
- Last review2 months ago
- Vendor responds to reviews
- Last review5 years ago
Key features
- Total features96
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Audit Trail
- Billing & Invoicing
- Broker/Agent Portal
- Calendar Management
- Calendar Sync
- Campaign Management
- Claims Management
- Claims Settlement
- Client Management
- Client Portal
- Collaboration Tools
- Commercial Lines
- Commission Calculations
- Commission Management
- Comparative Insurance Rating
- Configurable Workflow
- Contact Database
- Contact Management
- Customer Database
- Customer Portal
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Deal Management
- Digital Signature
- Document Imaging
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Payments
- Email Management
- Email Marketing
- Email Templates
- For Auto Insurance
- For Disability Insurance
- For Health/Medical Insurance
- For Homeowners Insurance
- Forecasting
- Forms Management
- Insurance Management
- Insurance Policy Management
- Insurance Rating
- Invoice Management
- Lead Capture
- Lead Generation
- Lead Management
- Lead Nurturing
- Life & Health
- Lifecycle Management
- Marketing Automation
- Mobile Access
- Monitoring
- Multi-State
- Multiple Line Rating
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Policy Management
- Prioritization
- Property & Casualty
- Quotes/Estimates
- Real-Time Data
- Real-Time Reporting
- Referral Tracking
- Reinsurance Administration
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Risk Assessment
- Role-Based Permissions
- SSL Security
- Sales Reports
- Sales Trend Analysis
- Search/Filter
- Secure Login
- Segmentation
- Self Service Portal
- Single Sign On
- Status Tracking
- Task Management
- Territory Management
- Third-Party Integrations
- User Management
- Web-based Deployment
- Workflow Management
- Total features14
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Audit Trail
- Billing & Invoicing
- Broker/Agent Portal
- Calendar Management
- Calendar Sync
- Campaign Management
- Claims Management
- Claims Settlement
- Client Management
- Client Portal
- Collaboration Tools
- Commercial Lines
- Commission Calculations
- Commission Management
- Comparative Insurance Rating
- Configurable Workflow
- Contact Database
- Contact Management
- Customer Database
- Customer Portal
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Deal Management
- Digital Signature
- Document Imaging
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Payments
- Email Management
- Email Marketing
- Email Templates
- For Auto Insurance
- For Disability Insurance
- For Health/Medical Insurance
- For Homeowners Insurance
- Forecasting
- Forms Management
- Insurance Management
- Insurance Policy Management
- Insurance Rating
- Invoice Management
- Lead Capture
- Lead Generation
- Lead Management
- Lead Nurturing
- Life & Health
- Lifecycle Management
- Marketing Automation
- Mobile Access
- Monitoring
- Multi-State
- Multiple Line Rating
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Policy Management
- Prioritization
- Property & Casualty
- Quotes/Estimates
- Real-Time Data
- Real-Time Reporting
- Referral Tracking
- Reinsurance Administration
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Risk Assessment
- Role-Based Permissions
- SSL Security
- Sales Reports
- Sales Trend Analysis
- Search/Filter
- Secure Login
- Segmentation
- Self Service Portal
- Single Sign On
- Status Tracking
- Task Management
- Territory Management
- Third-Party Integrations
- User Management
- Web-based Deployment
- Workflow Management
Integrations
- Total integrations2
- Clarity Wave
- Microsoft Outlook
- Total integrationsN/A
- Clarity Wave
- Microsoft Outlook
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