Name: Applied Epic
Rating: 4.17 (141 reviews)

Applied Epic vs HawkSoft CMS

AgencyBloc AMS+

EZLynx

Workee

Better Agency

Applied TAM

Oracle Insurance

Compare Applied Epic and HawkSoft CMS based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Applied TAM is a cloud-based agency management software that helps small to midsize insurance businesses manage daily operations and administrative tasks. The platform enables organizations to streamline risk management, insurance renewals, marketing, compliance tracking, and other operations via a unified portal.

Smarter booking and AI-powered sales automation for med spas, wellness clinics, and beauty studios. Workee helps you fill your calendar, reduce no-shows, and grow revenue — all in one easy-to-use platform.

Oracle Insurance is an insurance policy and HIPAA compliance management software that helps businesses manage claims adjudication, policy processing, member enrollment, and more from within a unified platform. It allows staff members to utilize a rules-based policy administration tool to configure group insurance products, set up life insurance policies, manage calculations, and handle business underwritings.

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.

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

Sales Reports

Sales Trend Analysis

Search/Filter

Secure Login

Segmentation

Self Service Portal

Single Sign On

SSL Security

Status Tracking

Task Management

Territory Management

Third-Party Integrations

User Management

Web-based Deployment

Workflow Management

Applied Epic

Linux

Web-based

Windows

Marketing manager

I think the managerial positions like this platform a bit more than the day-to-day salesman. It can run a lot of useful reports and does a great job with lead management.

Quality Assurance

I enjoy the tasks that you can place inside each activity to remind you of your step in the process. The home screen is amazing to work off of everyday.

Manager 

This system also does not allow for errors. Once data is entered it is really hard, inconvenient or not able to be fixed.

Senior System Admin

Software has a clean logical layouts. Ease of navigation is big to help with the training of new users.

Elearning Specialist

Great support to make our roll out possible. Good advice along the way to help us overcome hurdles.

Medical Biller

I really liked that there was more than one way to get something done on the program. And the customer service was excellent.

Insurance Processor

The certificate process is redundant. The box checking is ridiculous.

Director of Client Services

My most favorite parts of the software center around the built in workflows and the ability to keep the "story" of an item, the account, a renewal etc. all together in one place.

Account manager 

Sometimes the fields and screens can be confusing especially when you are still learning the software.

Account Manager

Epic is extremely easy to use, making it the most user friendly system to use. The activities are a huge perk for reminders and tasks.

Insurance Broker 

Great product for integrating all of our work.

Customer Service Representative

Great integration with email services. Extremely organized layout.

Assistant

Customer service is extremely helpful. There are so many different things you can do with Applied that it makes me wonder how we managed before we had it.

They continue to reinvest in the platform and build or acquire companies that will complement the platform. They have purchased IVANS to help with download which works well with Epic.

President

Many features that were promised are either not available in Canada or simply do not exist. You should also have a staff of IT professionals on call to sort out the various problems that arise.

Commercial Account Manager

Horrific learning curve for new users. Investors owning Applied also own chunks of large insurance brokerages have made it appear as the top product.

Report layouts can be a little difficult to line up properly. I don't like the an activity under a broker can not have Further Action to take send a letter, however a client can.

Agent

Integration with other software is faulty. New windows create clutter.

Applied Epic screenshot: Applied Epic Dashboards

Applied Epic screenshot: Applied Epic Workflow

Applied Epic screenshot: Applied Epic User Experience

Applied Epic screenshot: Applied Epic Attachments

Applied Epic screenshot: Applied Epic Market Appetite (Powered by Ask Kodiak)

Freelancers

Large Enterprises

Mid Size Business

Small Business

With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, customer portal, and more to make managing your policies easier. 

Better Agency is an insurance CRM software designed to help P/C agents manage service requests, follow up with prospects, and communicate with claimants for renewals. It lets users automate campaigns via emails, texts, and notifications that are sent to clients, prospects, and other team members.

AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations with solutions to help agencies create efficiencies in sales enablement, quoting, client and policy management, commissions processing, and more.

HawkSoft is an insurance agency management system that offers a comprehensive suite of tools such as client relationship management, claim tracking and auditing, policy management and more.

HawkSoft CMS

Android

iPad

iPhone

Producer

Amazing software managing or help us manage our agency in the most efficient manner. The most user friendly and perfect.

Processor and CSR

Hawksoft is economical and offers great growth opportunity for the agency. Their support is knowledgeable and quick.

Principal

I most appreciate the support and dedication of Hawksoft to help us succeed in using Hawksoft.

The team at hawksoft are worth every penny in customer service , fast , reliable and courteous and in ten years that is impressive.

Customer service is outstanding, the initial training for the system for our staff was very good...that was not my experience at all with AMS.

Subject Matter Expert

Easy of use, help on the every click and integration with other carriers, rating websites makes this system perfect solution.

Agency Sales Manager

There are many wonderful features that are very user friendly and time saving, such as the "hot keys", "external links", and other quick features on the task bar.

Marketing Director

Ease of use of Hawksoft & wonderful customer service when you have an issue. Simple way to input clients and keep track of all their information.

Pres

Unfortunately the company that runs the cloud service for Hawksoft does a poor job witch reflects poorly on Hawksoft.

Office Manager

The staff is always working to get agents requests finished to make the software fit our every need. Customer service is outstanding.

Senior Personal Lines Agent

Being able to suspend tasks for days, and weeks out is amazing. Having a scratch pad to jot things down on while in a client file, or working on another client is helpful.

Up to company websites is a great help. Agency Intelligence gives a quick snapshot of the book of business so you can see where to focus your cross selling attempts.

VP / Agent

We like the functionality and the quality of the support team, plus how it easily integrates with external applications (Outlook, QuickBooks and DocuSign).

Senior Analyst

Enables you to manage engagements with customers and track past history of communications. This helps with resolving future issues.

Agent & Manager

It is a constant battle and with what we do and how important the system is to our minute by minute workflow, the instability kills this product for us.

That they have not take time to link up with a third party mobile app vendor. The have neglected the API.

Insurance Agent

The only thing that I don't like is that you are very limited to what you can customize for individual use.

We are able to manage relationships better and make informed decisions.

Applied Epic vs HawkSoft CMS Comparison (2026)

Applied Epic

HawkSoft CMS

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives