--- description: "Agency Matrix vs Applied Epic: Which solution wins in 2026? Compare pricing, features, and analyst ratings side-by-side to find the best Insurance Agency Management Systems for your business." --- [Home](https://www.selecthub.com/) > [Insurance Management](https://www.selecthub.com/category/insurance/) > [Insurance Agency Management Systems](https://www.selecthub.com/c/insurance-agency-management-systems/) > [Agency Matrix](https://www.selecthub.com/p/insurance-agency-management-systems/agency-matrix/) > Agency Matrix vs Applied Epic # Agency Matrix vs Applied Epic Last Updated: October 5th, 2026 We compared **[Agency Matrix](https://www.selecthub.com/p/insurance-agency-management-systems/agency-matrix/)** vs. **[Applied Epic](https://www.selecthub.com/p/insurance-agency-management-systems/applied-epic/)** to help you decide which product makes more sense for you. Our comparison of these **[Insurance Agency Management Systems](https://www.selecthub.com/c/insurance-agency-management-systems/)** solutions is based on user reviews and publicly available information about each product’s features and pricing. [Overview](#product-overview) [Pricing](#product-pricing) [Our Review](#product-analyst-summary) [User Ratings](#user-sentiment-section) [Features](#product-benefits-features) [Screenshots](#product-screenshots) Remove Add to Compare [![Agency Matrix Software Tool](https://cdn.selecthub.com/products/4dc78ee9d84aeec573c4179447b5f17c-1eecdd457e5aab5aa79ad7c1ca80ae49/resources/normal/logo.png?1719802630)](https://www.selecthub.com/p/insurance-agency-management-systems/agency-matrix/) Remove Add to Compare [![Applied Epic Software Tool](https://cdn.selecthub.com/products/c82b013313066e0702d58dc70db033ca-6c38823cc7778444d50616ede2e323f4/resources/normal/logo.png?1693318646)](https://www.selecthub.com/p/insurance-agency-management-systems/applied-epic/) [Get Free Demo](https://pmo.selecthub.com/get-product-demo/?category=Insurance+Agency+Management+Systems&product_name=Agency%2BMatrix&product_logo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F4dc78ee9d84aeec573c4179447b5f17c-1eecdd457e5aab5aa79ad7c1ca80ae49%2Fresources%2Fnormal%2Flogo.png%3F1719802630) [Demo](https://pmo.selecthub.com/get-product-demo/?category=Insurance+Agency+Management+Systems&product_name=Agency%2BMatrix&product_logo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F4dc78ee9d84aeec573c4179447b5f17c-1eecdd457e5aab5aa79ad7c1ca80ae49%2Fresources%2Fnormal%2Flogo.png%3F1719802630)    [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=Insurance+Agency+Management+Systems&product_name=Agency%2BMatrix&product_logo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F4dc78ee9d84aeec573c4179447b5f17c-1eecdd457e5aab5aa79ad7c1ca80ae49%2Fresources%2Fnormal%2Flogo.png%3F1719802630&price=2) [Pricing](https://pmo.selecthub.com/get-product-pricing/?category=Insurance+Agency+Management+Systems&product_name=Agency%2BMatrix&product_logo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F4dc78ee9d84aeec573c4179447b5f17c-1eecdd457e5aab5aa79ad7c1ca80ae49%2Fresources%2Fnormal%2Flogo.png%3F1719802630&price=2) [Get Free Demo](https://pmo.selecthub.com/get-product-demo/?category=Insurance+Agency+Management+Systems&product_name=Applied%2BEpic&product_logo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fc82b013313066e0702d58dc70db033ca-6c38823cc7778444d50616ede2e323f4%2Fresources%2Fnormal%2Flogo.png%3F1693318646) [Demo](https://pmo.selecthub.com/get-product-demo/?category=Insurance+Agency+Management+Systems&product_name=Applied%2BEpic&product_logo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fc82b013313066e0702d58dc70db033ca-6c38823cc7778444d50616ede2e323f4%2Fresources%2Fnormal%2Flogo.png%3F1693318646)    [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=Insurance+Agency+Management+Systems&product_name=Applied%2BEpic&product_logo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fc82b013313066e0702d58dc70db033ca-6c38823cc7778444d50616ede2e323f4%2Fresources%2Fnormal%2Flogo.png%3F1693318646&price=4) [Pricing](https://pmo.selecthub.com/get-product-pricing/?category=Insurance+Agency+Management+Systems&product_name=Applied%2BEpic&product_logo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fc82b013313066e0702d58dc70db033ca-6c38823cc7778444d50616ede2e323f4%2Fresources%2Fnormal%2Flogo.png%3F1693318646&price=4) ### Products Insights Product Ranking ## #6 among all Insurance Agency Management Systems ## #9 among all Insurance Agency Management Systems [Find out who the leaders are](https://pmo.selecthub.com/request-custom-scorecard?post_type=auto_vs_article&category_slug=insurance-agency-management-systems&product_slug=agency-matrix&category=Insurance+Agency+Management+Systems) Price Starts From Custom Quote  i Free Trial is unavailable → Custom Quote  i Free Trial is unavailable → Pros What we like about Agency Matrix and Applied Epic: **Real-Time Data Access:** Provides real-time access to customer data, policies, payments, and more. **Comprehensive Management:** Offers features for claims, commission, contact, document, and insurance policy management, as well as commission tracking. **Automated Marketing:** Assists in automated marketing efforts, including email campaigns, reminders, and follow-ups. **Increased Productivity and Efficiency:** Streamlines tasks such as x-date tracking, accounting reports, and client service, freeing up time for other priorities. **Comprehensive Functionality:** Applied Epic provides a wide range of features that cater to various insurance needs, including policy management, claims processing, billing, and customer relationship management. This comprehensive functionality can streamline operations and improve efficiency for insurance agencies and brokerages. **Cloud-Based Solution:** As a cloud-based software, Applied Epic offers accessibility and scalability benefits. Users can access the system from anywhere with an internet connection, and the software can easily adapt to the changing needs of a growing business. **Customization Options:** Applied Epic allows for a high degree of customization, enabling users to tailor the system to their specific workflows and requirements. This flexibility ensures that the software can meet the unique needs of different insurance businesses. **Integrations:** The software integrates with various third-party applications, such as accounting software, marketing automation tools, and document management systems. These integrations can further enhance efficiency and data flow between different business systems. Cons What we dislike about Agency Matrix and Applied Epic: **Customer Support:** Users have reported experiencing difficulties reaching customer support when needed. **Technical Issues:** Some users have mentioned experiencing technical problems, including loading issues after software updates. **Maintenance:** System maintenance is often performed during the workday, causing disruptions to agency operations. **Steep Learning Curve:** Applied Epic's interface can be overwhelming for new users due to its extensive customization options and complex workflows. The abundance of features and functions often necessitates comprehensive training, leading to a prolonged onboarding process. **Performance Issues:** Users frequently report slow loading times and system lags, particularly when handling large datasets or complex tasks. This can hinder productivity and cause frustration, especially for time-sensitive operations. **Integration Challenges:** Integrating Applied Epic with existing systems and third-party applications can be a complex undertaking. It often requires significant customization and technical expertise, leading to additional implementation costs and potential compatibility issues. ### Our Review Is Agency Matrix the blue pill that will free your agency from the shackles of outdated systems? User reviews from the last year suggest that for many, it's a resounding "yes". Users consistently praise Agency Matrix for its user-friendly interface, which stands out as a key strength compared to competitors. One user even mentioned being able to train new staff on the system in minutes! This ease of use translates into tangible benefits for agencies, allowing them to onboard employees quickly and maximize productivity. The robust task management feature also receives high marks, with users highlighting its simplicity and effectiveness in streamlining workflows and improving accountability. This is particularly important in the fast-paced world of insurance, where missed deadlines can have significant financial implications. However, it's not all sunshine and roses. The most glaring weakness, according to some users, is the system's susceptibility to downtime during updates. This can disrupt operations and lead to lost productivity, especially if agencies haven't implemented backup systems. Despite this drawback, the overwhelming sentiment is positive. Agency Matrix is best suited for small to medium-sized insurance agencies looking for an intuitive and comprehensive management solution. Its user-friendly design makes it easy for teams to adopt, while its robust features streamline operations and boost efficiency. However, agencies should be prepared for potential downtime during updates and consider implementing backup protocols to minimize disruptions. Show more Reviews of Applied Epic over the past year reveal a robust platform with a steep learning curve. Users frequently mention the extensive customization options as a significant advantage, allowing agencies to tailor workflows and data fields to their specific needs. This flexibility, however, contributes to the complexity of the system, making it challenging for new users to navigate and master. The comprehensive functionality of Applied Epic is often compared favorably to competitors like AMS360 and QQCatalyst, particularly in its ability to handle complex commercial lines and large volumes of data. While users appreciate the depth of features, some find the interface less intuitive than other platforms, leading to a longer onboarding process. Applied Epic's strength lies in its scalability and ability to support the intricate needs of large, independent insurance agencies with diverse portfolios and high-volume operations. Show more ### User Sentiment Summary Agency Matrix has a user sentiment rating of 76 based on 98 reviews. Applied Epic has a user sentiment rating of 87 based on 585 reviews. ![Good User Sentiment](https://www.selecthub.com/display/images/scores/good.svg) 98 reviews ![Great User Sentiment](https://www.selecthub.com/display/images/scores/great.svg) 585 reviews Synopsis Evaluating all review platforms, our market analysts have compiled the following user sentiment data. 76% *of users recommend this product* Agency Matrix has a 'good' User Satisfaction Rating of 76% when considering 98 user reviews from 1 recognized software review sites. 87% *of users recommend this product* Applied Epic has a 'great' User Satisfaction Rating of 87% when considering 585 user reviews from 4 recognized software review sites. User Review Scores**G2.com, Inc** n/a **4.5** (330) **Software Advice, Inc** n/a **4.23** (130) **Capterra Inc** **3.8** (98) **4.2** (120) **TrustRadius** n/a **3.9** (5) ### Product Assistance Training Resources Documentation In Person Live Online Videos Webinars Documentation In Person Live Online Videos Webinars Support Email Phone Chat FAQ Forum Help Desk Knowledge Base Tickets Training 24/7 Live Support Email Phone Chat FAQ Forum Help Desk Knowledge Base Tickets Training 24/7 Live Support ### Product Basics Company Size i Small Medium Large Small Medium Large Platforms Supported Windows Mac Linux Android Chromebook Windows Mac Linux Android Chromebook Deployment Supported Cloud On-Premise Mobile Cloud On-Premise Mobile Comparison of Top Alternatives [Agency Matrix Alternatives](https://www.selecthub.com/insurance-agency-management-systems/agency-matrix/alternatives/) [Applied Epic Alternatives](https://www.selecthub.com/insurance-agency-management-systems/applied-epic/alternatives/) ### Screenshots ![Screenshots]()![Screenshots]() ![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() ### Key Features - **Client Management:** Comprehensive client profiles with detailed contact information, policy history, and communication logs. - **Policy Tracking:** Real-time tracking of policy statuses, renewals, and expirations to ensure timely follow-ups. - **Document Management:** Secure storage and easy retrieval of important documents, including policy forms and client communications. - **Automated Workflows:** Customizable workflows to automate routine tasks such as policy renewals, claims processing, and client follow-ups. - **Reporting and Analytics:** Robust reporting tools that provide insights into agency performance, sales trends, and client demographics. Show More - **P&C and Benefits Management:** Get a 360-degree view of property and casualty insurance and benefits within a single application.  - **Process Management and Automation:** Use the myEpic tool to implement preconfigured, automated workflows across multiple business processes.  - **Sales Automation:** Leverage automated strategies to track, view and forecast sales opportunities in real time.  - **Document Management:** Securely store and organize client and vendor information across multiple folder levels. Search for specific documents and track complete version history.  - **Omnichannel Policy Information:** Integrate with preexisting customer portals and mobile applications to provide accurate policy information.  Show More ### Top Alternatives in Insurance Agency Management Systems [![Agency Advantage Software Tool]()--- Agency Advantage](https://www.selecthub.com/p/insurance-agency-management-systems/agency-advantage/) [![agencybloc Software Tool]()--- agencybloc](https://www.selecthub.com/p/insurance-agency-management-systems/agencybloc/) [![AgencyPro Software Tool]()--- AgencyPro](https://www.selecthub.com/p/insurance-agency-management-systems/agencypro/) [![AgencyZoom Software Tool]()--- AgencyZoom](https://www.selecthub.com/p/insurance-agency-management-systems/agencyzoom/) [![AgentCubed Software Tool]()--- AgentCubed](https://www.selecthub.com/p/insurance-agency-management-systems/agentcubed/) [![AMS360 Software Tool]()--- AMS360](https://www.selecthub.com/p/insurance-agency-management-systems/ams360/) [![Applied Epic Software Tool]()--- Applied Epic](https://www.selecthub.com/p/insurance-agency-management-systems/applied-epic/) [![Better Agency Software Tool]()--- Better Agency](https://www.selecthub.com/p/insurance-agency-management-systems/better-agency/) [![Broker Buddha Software Tool]()--- Broker Buddha](https://www.selecthub.com/p/insurance-agency-management-systems/broker-buddha/) [![CSR24 Software Tool]()--- CSR24](https://www.selecthub.com/p/insurance-agency-management-systems/csr24/) [![EZLynx Software Tool]()--- EZLynx](https://www.selecthub.com/p/insurance-agency-management-systems/ezlynx/) [![Gen4 Software Tool]()--- Gen4](https://www.selecthub.com/p/insurance-agency-management-systems/gen4/) [![HawkSoft Software Tool]()--- HawkSoft](https://www.selecthub.com/p/insurance-agency-management-systems/hawksoft/) [![Jenesis Software Tool]()--- Jenesis](https://www.selecthub.com/p/insurance-agency-management-systems/jenesis/) [![NextAgency Software Tool]()--- NextAgency](https://www.selecthub.com/p/insurance-agency-management-systems/nextagency/) [![NowCerts Software Tool]()--- NowCerts](https://www.selecthub.com/p/insurance-agency-management-systems/nowcerts/) [![QQCatalyst Software Tool]()--- QQCatalyst](https://www.selecthub.com/p/insurance-agency-management-systems/qqcatalyst/) [![Sircon Software Tool]()--- Sircon](https://www.selecthub.com/p/insurance-agency-management-systems/sircon/) [![Smart Agent Software Tool]()--- Smart Agent](https://www.selecthub.com/p/insurance-agency-management-systems/smart-agent/) [![Veruna Software Tool]()--- Veruna](https://www.selecthub.com/p/insurance-agency-management-systems/veruna/) ### Related Categories Agency Matrix and Applied Epic can also be found with other leading products in these categories: [Insurance Software](https://www.selecthub.com/c/insurance-software/) Show more [Insurance Software](https://www.selecthub.com/c/insurance-software/) Show more ### Head-to-Head Comparison ![Agency Matrix Software Tool]() ![agencybloc Software Tool]() [Agency Matrix VS agencybloc](https://www.selecthub.com/insurance-agency-management-systems/agencybloc-vs-agency-matrix/) ![Agency Matrix Software Tool]() ![AgencyZoom Software Tool]() [Agency Matrix VS AgencyZoom](https://www.selecthub.com/insurance-agency-management-systems/agencyzoom-vs-agency-matrix/) ![Agency Matrix Software Tool]() ![AMS360 Software Tool]() [Agency Matrix VS AMS360](https://www.selecthub.com/insurance-agency-management-systems/ams360-vs-agency-matrix/) ![Agency Matrix Software Tool]() ![Applied Epic Software Tool]() [Agency Matrix VS Applied Epic](https://www.selecthub.com/insurance-agency-management-systems/agency-matrix-vs-applied-epic/) ![Agency Matrix Software Tool]() ![Better Agency Software Tool]() [Agency Matrix VS Better Agency](https://www.selecthub.com/insurance-agency-management-systems/agency-matrix-vs-better-agency/) ![Agency Matrix Software Tool]() ![EZLynx Software Tool]() [Agency Matrix VS EZLynx](https://www.selecthub.com/insurance-agency-management-systems/ezlynx-vs-agency-matrix/) ![Agency Matrix Software Tool]() ![Gen4 Software Tool]() [Agency Matrix VS Gen4](https://www.selecthub.com/insurance-agency-management-systems/agency-matrix-vs-gen4/) ![Agency Matrix Software Tool]() ![HawkSoft Software Tool]() [Agency Matrix VS HawkSoft](https://www.selecthub.com/insurance-agency-management-systems/agency-matrix-vs-hawksoft/) ![Agency Matrix Software Tool]() ![Jenesis Software Tool]() [Agency Matrix VS Jenesis](https://www.selecthub.com/insurance-agency-management-systems/agency-matrix-vs-jenesis/) ![Agency Matrix Software Tool]() ![NowCerts Software Tool]() [Agency Matrix VS NowCerts](https://www.selecthub.com/insurance-agency-management-systems/agency-matrix-vs-nowcerts/) ![Agency Matrix Software Tool]() ![QQCatalyst Software Tool]() [Agency Matrix VS QQCatalyst](https://www.selecthub.com/insurance-agency-management-systems/agency-matrix-vs-qqcatalyst/) ![Agency Matrix Software Tool]() ![Sircon Software Tool]() [Agency Matrix VS Sircon](https://www.selecthub.com/insurance-agency-management-systems/sircon-vs-agency-matrix/) **About SelectHub (and our data)** We’re the employee-owned Austin-based startup democratizing software data so you can make your decisions in an influence-free zone. Our market data is crowdsourced from our user-base of 100,000+ companies. WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more... ![SelectHub Products Reporting and Analytics]() ![SelectHub Products Cost and Pricing Guide]() **Tier 1:** Fully/moderately supported out-of-the-box allowing for quick and easy deployment. Fully or moderately supported out-of-the-box with industry-leading capabilities and is immediately available after installation without needing any add-ons, integrations, or custom development. **Tier 2:** Supported with workarounds or add-ons that may require additional costs. Not directly available in the software, but can be accomplished using other built-in features, workarounds, or add-ons/products from the vendor with or without any additional cost. **Tier 3:** Requires partner integrations or custom development that is often at an additional cost. Requires additional integrations, plugins, marketplace applications from a third-party vendor, or custom development using the APIs, libraries, extensions, and development framework supported by the software, with or without any additional cost. Close ```json { "@context": "https://schema.org", "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://www.selecthub.com/" }, { "@type": "ListItem", "position": 2, "name": "Insurance Management", "item": "https://www.selecthub.com/category/insurance/" }, { "@type": "ListItem", "position": 3, "name": "Insurance Agency Management Systems", "item": "https://www.selecthub.com/c/insurance-agency-management-systems/" }, { "@type": "ListItem", "position": 4, "name": "Agency Matrix", "item": "https://www.selecthub.com/p/insurance-agency-management-systems/agency-matrix/" }, { "@type": "ListItem", "position": 5, "name": "Agency Matrix Vs Applied Epic" } ] } ```