---
description: Compare Agency Advantage vs Applied Epic. Learn more about each of the software’s price, features, and helpful software reviews for Canadian business users.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Agency Advantage vs Applied Epic Comparison - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Insurance Software](/directory/20035/insurance-agency/software) > [Agency Advantage \<span\>vs\</span\> Applied Epic](https://www.capterra.ca/compare/2521/70671/the-agency-advantage/vs/applied-epic)

# Compare Agency Advantage vs Applied Epic

Canonical: https://www.capterra.ca/compare/2521/70671/the-agency-advantage/vs/applied-epic

> Detailed comparison between Agency Advantage and Applied Epic. Check ratings, reviews, pricing, and features to make the best decision for your business.

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## At a Glance

| Metric | Agency Advantage | Applied Epic |
| **Overall rating** | 4.9/5 | 4.2/5 |
| **Total Reviews** | 27 | 141 |
| **Starting Price** | US$99.00 | US$1,000.00 |
| **Free Trial** | - | No |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Windows (Desktop) | Cloud, SaaS, Web-based, Windows (Desktop), Windows (On-Premise), Linux (On-Premise) |
| **Support** | - | Email/Help Desk, Knowledge Base Software, Phone Support, Chat |
| **Training Software** | Live Online, Webinars, Documentation | In Person, Live Online, Webinars, Documentation, Videos |

## Best for

### Agency Advantage

Cloud-based or on-premise agency management solution that helps independent insurance agencies manage customer service, sales, documents, accounting, reports, and more via a unified dashboard.

### Applied Epic

On-premise \&amp; web-based Brokerage management platform that enables businesses of all sizes to manage \&amp; track workflows, customer relationships, \&amp; accounts while monitoring new business opportunities.

## Key features

### Agency Advantage

- Billing & Invoicing
- Claims Management Software
- Client Management
- Commission Management
- Contact Database
- Contact Management Software
- Customizable Reports
- Document Management Software
- Forms Management
- Insurance Policy Management
- Life & Health
- Policy Management Software
- Property & Casualty
- Quotes/Estimates
- Reminders
- Status Tracking
- Task Management Software

### Applied Epic

- Billing & Invoicing
- Claims Management Software
- Client Management
- Commission Management
- Contact Database
- Contact Management Software
- Customizable Reports
- Deal Management
- Document Management Software
- Document Templates
- Forms Management
- Insurance Policy Management
- Lead Generation Software
- Life & Health
- Policy Management Software
- Property & Casualty
- Quotes/Estimates
- Reminders
- Status Tracking
- Task Management Software

## Links

- [View Agency Advantage Profile](https://www.capterra.ca/software/2521/the-agency-advantage)
- [View Applied Epic Profile](https://www.capterra.ca/software/70671/applied-epic)
- [View Original Comparison](https://www.capterra.ca/compare/2521/70671/the-agency-advantage/vs/applied-epic)

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