Name: Applied Epic
Rating: 4.17 (141 reviews)

Applied Epic vs TurboRater

EZLynx

Workee

Surefyre

Applied TAM

InsureCert

Oracle Insurance

Compare Applied Epic and TurboRater 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. 

Surefyre is a cloud-based customer relationship management (CRM) solution designed for the needs of insurance agents. It is suitable for multiple types of carriers including property, casualty, life, and health care insurance providers. The application retains customer information by automatically generating personal and commercial policies whenever new leads are added to the system. This allows agents to receive a commission on all sales generated after sending just one lead.

Imagine AUTOMATED insurance software as passive, embedded and totally secure. Imagine insurance that adapts automatically to your client's needs and constantly works to find them the best coverage.

TurboRater is a quoting solution for insurance brokers that allows users to quote multiple carriers through a comparative rater. The software analyzes carriers based on the coverage required, and automatically applies underwriting rules to provide instant accurate quotes.

Carrier Upload

For Casualty Insurance

For Personal Insurance

TurboRater

owner

It is allot, came out of accutrack era so was extremely spoiled the wait times for customer service is always over 20 minutes which is bad.

agent

ITC makes quoting for insurance easier , very accurate and easy to quote, save a lot of time quoting  time is less than 15 min,software is very easy, great customer service help.

Owner

It took me a while to find errors in quotes or missing information because it wasn't highlighted.

Agent/Partner

The cost is good as well, especially for the product and support you receive. They reach out to us often, which is also nice.

Producer

For the last 15 years+ I have used a competitor rater when I was introduced to Turborater, I like that its all on 1 single page and user friendly and I can customize to fit our needs.

Personal Lines Manager

We love Turbo Rater in our office and we are so happy we switched.

Agency Principal

Feel forced into using a system that is still not working for us.

Anytime that I have had to call tech support, they are fast and super friendly.

Overall experience has been good. I switched to save money and still do my job and that has occured.

OWNER

I have been dealing with TurboRater for over 20 years. I love how easy it is to use and how fast and accurate it usually is.

I liked the integration this product had with Applied Epic and the variety of carriers that it supported.

It does save time on auto quotes so I have an idea which company may have the best premium.

It was a good integration into my flow it like it.

Back hundreds to use their software. The UI is a little clunky as well sometimes I would loose track of where I was at.

Agency Owner

We are Very Happy & Satisfied with ITC TurboRater.

My overall experience has been great , time saving and easy to use.

It is pretty intuitive to use so it didn't require much training for myself and our retail manager (who's older and doesn't like change at all).

SUPER easy transition from our old web based Quick Quote system.

TurboRater screenshot: Single view of premium and coverage options: Enter data once and see quotes from dozens of insurers side by side for selection

TurboRater screenshot: Quote easily on one screen with the option of having multiple quotes in-progress open at once for easy quoting

TurboRater screenshot: Quick re-rate single click buttons for primary insured and term without going back to start the quoting process 

TurboRater screenshot: Remain open 24/7 with TurboRater for Websites: Obtain 16x more leads instantly by allowing prospects and clients to begin quoting on your website in both English and Spanish 

Applied Epic vs TurboRater Comparison (2026)

Applied Epic

TurboRater

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives