[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/) \> [AMS360](https://www.selecthub.com/p/insurance-agency-management-systems/ams360/) \> AMS360 vs Applied Epic # AMS360 vs Applied Epic Last Updated: July 6th, 2026 Our analysts compared [AMS360](https://www.selecthub.com/p/insurance-agency-management-systems/ams360/) vs [Applied Epic](https://www.selecthub.com/p/insurance-agency-management-systems/applied-epic/) based on data from our 400+ point analysis of [Insurance Agency Management Systems](https://www.selecthub.com/c/insurance-agency-management-systems/), user reviews and our own crowdsourced data from our [free software selection platform](https://www.selecthub.com/about/start-free-selection-project-site/?category=Insurance Agency Management Systems&cta=insurance-agency-management-systems). [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 [![AMS360 Software Tool](https://cdn.selecthub.com/products/5acdc9ca5d99ae66afdfe1eea0e3b26b-11b8672ea3fc1e585534efd0ab28f61d/resources/normal/logo.png?1693316845)](https://www.selecthub.com/p/insurance-agency-management-systems/ams360/) 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%5Fname=AMS360&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F5acdc9ca5d99ae66afdfe1eea0e3b26b-11b8672ea3fc1e585534efd0ab28f61d%2Fresources%2Fnormal%2Flogo.png%3F1693316845) [Demo](https://pmo.selecthub.com/get-product-demo/?category=Insurance+Agency+Management+Systems&product%5Fname=AMS360&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F5acdc9ca5d99ae66afdfe1eea0e3b26b-11b8672ea3fc1e585534efd0ab28f61d%2Fresources%2Fnormal%2Flogo.png%3F1693316845) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=Insurance+Agency+Management+Systems&product%5Fname=AMS360&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F5acdc9ca5d99ae66afdfe1eea0e3b26b-11b8672ea3fc1e585534efd0ab28f61d%2Fresources%2Fnormal%2Flogo.png%3F1693316845&price=2) [Pricing](https://pmo.selecthub.com/get-product-pricing/?category=Insurance+Agency+Management+Systems&product%5Fname=AMS360&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F5acdc9ca5d99ae66afdfe1eea0e3b26b-11b8672ea3fc1e585534efd0ab28f61d%2Fresources%2Fnormal%2Flogo.png%3F1693316845&price=2) [Get Free Demo](https://pmo.selecthub.com/get-product-demo/?category=Insurance+Agency+Management+Systems&product%5Fname=Applied%2BEpic&product%5Flogo=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%5Fname=Applied%2BEpic&product%5Flogo=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%5Fname=Applied%2BEpic&product%5Flogo=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%5Fname=Applied%2BEpic&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fc82b013313066e0702d58dc70db033ca-6c38823cc7778444d50616ede2e323f4%2Fresources%2Fnormal%2Flogo.png%3F1693318646&price=4) ### Products Insights Product Ranking ## #3 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%5Ftype=auto%5Fvs%5Farticle&category%5Fslug=insurance-agency-management-systems&product%5Fslug=ams360&category=Insurance+Agency+Management+Systems) Price Starts From $99/User, Monthly Free Trial is unavailable → $1,000 One-Time Free Trial is unavailable → Pros What we like about AMS360 and Applied Epic: * Strong reporting features that help you analyze agency data without guesswork. * Tight integration with other Vertafore products creates a unified ecosystem. * Streamlines operations by automating workflows and centralizing key processes. * Wide feature set covers policy management, claims, billing, and customer relationships. * Cloud-based access from anywhere with scalable architecture for growing agencies. * High degree of customization lets you tailor workflows and data fields to your needs. Cons What we dislike about AMS360 and Applied Epic: * Steep learning curve, especially for users new to agency management systems. * Users report occasional slowdowns and system outages that affect productivity. * Interface feels unintuitive when pulling accurate reports or finding info quickly. * Extensive options and complex workflows make onboarding long for new users. * Slow load times and lag show up with large datasets or heavy tasks. * Integrating with third-party apps needs technical expertise and adds cost. ### Our Review **Bottom line:** AMS360 and Applied Epic are both built for insurance agencies, but they fit different shops. Pick AMS360 if you're already invested in the Vertafore stack and want strong reporting. Pick Applied Epic if you run a larger agency with complex commercial lines and need deep customization. AMS360 leans toward agencies that value functionality and reliable reporting over a polished interface. Users praise its ability to surface the data you need, and the link with other Vertafore products keeps your workflows connected. Applied Epic takes a different angle. Its cloud setup and open architecture let you shape the system around your processes, which suits agencies with diverse portfolios. On pricing, AMS360 starts at $99 per user per month, while Applied Epic starts at $1,000 as a one-time fee. The two models are hard to compare directly, so think about whether you want predictable subscription cost or a larger upfront commitment. Both can grow into bigger spends once you add users and modules. Both tools share real friction. New users hit a steep learning curve on either platform, and both can lag when you push large data volumes. AMS360 users also flag inconsistent data updates on renewals. Applied Epic users mention that integrations with outside systems often need extra technical work. Choose AMS360 if your agency runs on Vertafore products and you want a tight, all-in-one fit. Choose Applied Epic if you handle high-volume commercial lines and want the flexibility to shape the system to your exact workflows. Either way, plan for training time and budget for the integration work that matches your stack. ### User Sentiment Summary AMS360 has a user sentiment rating of 74 based on 120 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) 120 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. 74% of users recommend this product AMS360 has a 'good' User Satisfaction Rating of 74% when considering 120 user reviews from 3 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** **3.9** (64) **4.5** (330) **Software Advice, Inc** n/a **4.23** (130) **Capterra Inc** **3.5** (53) **4.2** (120) **TrustRadius** **3.2** (3) **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 Knowledge Base 24/7 Live Support Email Phone Chat FAQ Forum Knowledge Base 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 [AMS360 Alternatives ](https://www.selecthub.com/insurance-agency-management-systems/ams360/alternatives/) [Applied Epic Alternatives ](https://www.selecthub.com/insurance-agency-management-systems/applied-epic/alternatives/) ### Screenshots ![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() ![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() ### Key Features * **Workflow Automation** – Uses customizable workflows and QuickNavs to walk you through onboarding, document automation, and client outreach steps. * **Reporting And Analytics** – Runs reports on business health, productivity, and finances with templates you can customize and schedule for delivery. * **Vertafore Integrations** – Connects to over 200 APIs and pairs with the Vertafore Single Sign-On tool for a unified product suite. * **Client Management** – Organizes renewals by date, links related customers, and runs targeted campaigns across emails, calls, and letters. * **Real-Time Accounting** – Keeps agency finances current with direct carrier statement downloads and auto-populated direct bill entries. * **Process Automation** – Uses the myEpic tool to apply preconfigured automated workflows across business processes, with machine learning that reassigns tasks. * **Reporting And Analytics** – Builds reports and predictive analytics for sales, retention, and policyholder insights, though custom report building can get complex. * **Third-Party Integrations** – Connects with accounting tools, marketing platforms, and Microsoft Outlook for contact, email, and attachment access. * **Renewal Management** – Speeds up renewals with the Renewals Manager and lets you send multiple folders for e-signature at once. * **Insurer Connectivity** – Logs into IVANS Exchange via single sign-on to track download connections with insurers and MGAs. ### Top Alternatives in Insurance Agency Management Systems [ Agency Advantage ](https://www.selecthub.com/p/insurance-agency-management-systems/agency-advantage/) [ Agency Matrix ](https://www.selecthub.com/p/insurance-agency-management-systems/agency-matrix/) [ agencybloc ](https://www.selecthub.com/p/insurance-agency-management-systems/agencybloc/) [ AgencyPro ](https://www.selecthub.com/p/insurance-agency-management-systems/agencypro/) [ AgencyZoom ](https://www.selecthub.com/p/insurance-agency-management-systems/agencyzoom/) [ AgentCubed ](https://www.selecthub.com/p/insurance-agency-management-systems/agentcubed/) [ Applied Epic ](https://www.selecthub.com/p/insurance-agency-management-systems/applied-epic/) [ Better Agency ](https://www.selecthub.com/p/insurance-agency-management-systems/better-agency/) [ Broker Buddha ](https://www.selecthub.com/p/insurance-agency-management-systems/broker-buddha/) [ CSR24 ](https://www.selecthub.com/p/insurance-agency-management-systems/csr24/) [ EZLynx ](https://www.selecthub.com/p/insurance-agency-management-systems/ezlynx/) [ Gen4 ](https://www.selecthub.com/p/insurance-agency-management-systems/gen4/) [ HawkSoft ](https://www.selecthub.com/p/insurance-agency-management-systems/hawksoft/) [ Jenesis ](https://www.selecthub.com/p/insurance-agency-management-systems/jenesis/) [ NextAgency ](https://www.selecthub.com/p/insurance-agency-management-systems/nextagency/) [ NowCerts ](https://www.selecthub.com/p/insurance-agency-management-systems/nowcerts/) [ QQCatalyst ](https://www.selecthub.com/p/insurance-agency-management-systems/qqcatalyst/) [ Sircon ](https://www.selecthub.com/p/insurance-agency-management-systems/sircon/) [ Smart Agent ](https://www.selecthub.com/p/insurance-agency-management-systems/smart-agent/) [ Veruna ](https://www.selecthub.com/p/insurance-agency-management-systems/veruna/) ### Related Categories AMS360 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 ![AMS360 Software Tool]() ![Agency Matrix Software Tool]() [AMS360 VS Agency Matrix](https://www.selecthub.com/insurance-agency-management-systems/ams360-vs-agency-matrix/) ![AMS360 Software Tool]() ![agencybloc Software Tool]() [AMS360 VS agencybloc](https://www.selecthub.com/insurance-agency-management-systems/ams360-vs-agencybloc/) ![AMS360 Software Tool]() ![AgencyZoom Software Tool]() [AMS360 VS AgencyZoom](https://www.selecthub.com/insurance-agency-management-systems/ams360-vs-agencyzoom/) ![AMS360 Software Tool]() ![Applied Epic Software Tool]() [AMS360 VS Applied Epic](https://www.selecthub.com/insurance-agency-management-systems/ams360-vs-applied-epic/) ![AMS360 Software Tool]() ![Better Agency Software Tool]() [AMS360 VS Better Agency](https://www.selecthub.com/insurance-agency-management-systems/ams360-vs-better-agency/) ![AMS360 Software Tool]() ![EZLynx Software Tool]() [AMS360 VS EZLynx](https://www.selecthub.com/insurance-agency-management-systems/ezlynx-vs-ams360/) ![AMS360 Software Tool]() ![Gen4 Software Tool]() [AMS360 VS Gen4](https://www.selecthub.com/insurance-agency-management-systems/ams360-vs-gen4/) ![AMS360 Software Tool]() ![HawkSoft Software Tool]() [AMS360 VS HawkSoft](https://www.selecthub.com/insurance-agency-management-systems/ams360-vs-hawksoft/) ![AMS360 Software Tool]() ![Jenesis Software Tool]() [AMS360 VS Jenesis](https://www.selecthub.com/insurance-agency-management-systems/ams360-vs-jenesis/) ![AMS360 Software Tool]() ![NowCerts Software Tool]() [AMS360 VS NowCerts](https://www.selecthub.com/insurance-agency-management-systems/ams360-vs-nowcerts/) ![AMS360 Software Tool]() ![QQCatalyst Software Tool]() [AMS360 VS QQCatalyst](https://www.selecthub.com/insurance-agency-management-systems/ams360-vs-qqcatalyst/) ![AMS360 Software Tool]() ![Sircon Software Tool]() [AMS360 VS Sircon](https://www.selecthub.com/insurance-agency-management-systems/sircon-vs-ams360/) **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": "AMS360", "item": "https://www.selecthub.com/p/insurance-agency-management-systems/ams360/" }, { "@type": "ListItem", "position": 5, "name": "AMS360 Vs Applied Epic" } ] } ```