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Applied Epic vs Vertafore AMS360 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
Vertafore AMS360
5
19
4
18
3
7
2
6
1
9
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.
AMS360 is an agency management software, which helps independent insurance agencies, brokers and businesses of all sizes manage policies, renewals, customer retention, employee productivity, and more. Users can create custom workflows to assign tasks, track progress, and streamline staff activities.
- 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
3.5
59
5
4
3
2
1
19
18
7
6
9
- Value for money
- Ease of use
- Features
- Customer support
Pros
Mackenzi H.
Office Administrator
Amanda M.
Account Manager
Mackenzi H.
Office Administrator
Pros
Donna S.
Property and Casualty Agent for SC
Farrell L.
President
Lacey N.
Agent
Cons
michael k.
Account Manager
Laura B.
Senior Account Manager
Laura B.
Senior Account Manager
Cons
DJ H.
Admin Asst
Farrell L.
President
Farrell L.
President
- Vendor responds to reviews
- Last review2 months ago
- Vendor responds to reviews
- Last reviewa month 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 Dashboard
- 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
- Project Workflow
- Property & Casualty
- Quotes/Estimates
- Real-Time Data
- Real-Time Reporting
- Referral Tracking
- Reinsurance Administration
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Risk Assessment
- Role-Based Permissions
- Rules-Based Workflow
- SSL Security
- Sales Reports
- Sales Trend Analysis
- Search/Filter
- Secure Login
- Segmentation
- Self Service Portal
- Single Sign On
- Status Tracking
- Task Management
- Template Management
- Territory Management
- Third-Party Integrations
- User Management
- Web-based Deployment
- Workflow Configuration
- Workflow Management
- Total features26
- 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 Dashboard
- 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
- Project Workflow
- Property & Casualty
- Quotes/Estimates
- Real-Time Data
- Real-Time Reporting
- Referral Tracking
- Reinsurance Administration
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Risk Assessment
- Role-Based Permissions
- Rules-Based Workflow
- SSL Security
- Sales Reports
- Sales Trend Analysis
- Search/Filter
- Secure Login
- Segmentation
- Self Service Portal
- Single Sign On
- Status Tracking
- Task Management
- Template Management
- Territory Management
- Third-Party Integrations
- User Management
- Web-based Deployment
- Workflow Configuration
- Workflow Management
Integrations
- Total integrations2
- AgencyZoom
- Agentero
- Clarity Wave
- Formstack Sign
- Microsoft Outlook
- Prophix One
- ePayPolicy
- Total integrations5
- AgencyZoom
- Agentero
- Clarity Wave
- Formstack Sign
- Microsoft Outlook
- Prophix One
- ePayPolicy
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