---
description: Compare Agency Matrix 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 Matrix vs Applied Epic Comparison - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Insurance Software](/directory/20035/insurance-agency/software) > [Agency Matrix \<span\>vs\</span\> Applied Epic](https://www.capterra.ca/compare/50949/70671/agency-matrix/vs/applied-epic)

# Compare Agency Matrix vs Applied Epic

Canonical: https://www.capterra.ca/compare/50949/70671/agency-matrix/vs/applied-epic

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

-----

## At a Glance

| Metric | Agency Matrix | Applied Epic |
| **Overall rating** | 3.7/5 | 4.2/5 |
| **Total Reviews** | 104 | 141 |
| **Starting Price** | - | US$1,000.00 |
| **Free Trial** | No | No |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based, Windows (Desktop), Windows (On-Premise), Linux (On-Premise) |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat | Email/Help Desk, Knowledge Base Software, Phone Support, Chat |
| **Training Software** | Live Online, Webinars, Videos | In Person, Live Online, Webinars, Documentation, Videos |

## Best for

### Agency Matrix

Independent insurance agencies and brokers in the United States.

### 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 Matrix

- Activity Tracking
- Calendar Management
- Client Management
- Client Portal
- Commission Management
- Contact Database
- Contact Management Software
- Customizable Reports
- Document Management Software
- Document Storage
- Email Marketing Software
- Insurance Policy Management
- Invoice Management
- Lead Management Software
- Policy Management Software
- Property & Casualty
- Reminders
- Reporting & Statistics
- Task Management Software
- Workflow Management Software

### Applied Epic

- Activity Tracking
- Calendar Management
- Client Management
- Client Portal
- Commission Management
- Contact Database
- Contact Management Software
- Customizable Reports
- Document Management Software
- Document Storage
- Email Marketing Software
- Insurance Policy Management
- Invoice Management
- Lead Management Software
- Policy Management Software
- Property & Casualty
- Reminders
- Reporting & Statistics
- Task Management Software
- Workflow Management Software

## Links

- [View Agency Matrix Profile](https://www.capterra.ca/software/50949/agency-matrix)
- [View Applied Epic Profile](https://www.capterra.ca/software/70671/applied-epic)
- [View Original Comparison](https://www.capterra.ca/compare/50949/70671/agency-matrix/vs/applied-epic)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Agency Matrix vs Applied Epic Comparison - Capterra Canada 2026","description":"Compare Agency Matrix vs Applied Epic. Learn more about each of the software’s price, features, and helpful software reviews for Canadian business users.","url":"https://www.capterra.ca/compare/50949/70671/agency-matrix/vs/applied-epic","about":[{"@id":"https://www.capterra.ca/software/50949/agency-matrix#software"},{"@id":"https://www.capterra.ca/software/70671/applied-epic#software"}],"breadcrumb":{"@id":"https://www.capterra.ca/compare/50949/70671/agency-matrix/vs/applied-epic#breadcrumblist"},"@id":"https://www.capterra.ca/compare/50949/70671/agency-matrix/vs/applied-epic#webpage","@type":["WebPage","CollectionPage"],"publisher":{"@id":"https://www.capterra.ca/#organization"},"inLanguage":"en-CA","isPartOf":{"@id":"https://www.capterra.ca/#website"}},{"name":"Agency Matrix","description":"Agency Matrix is purpose-built for personal lines agencies that juggle high client volume, renewal-heavy workflows, and non-standard policy management. Agency Matrix helps you minimize time spent on repetitive tasks like x-date tracking, sweep tracking, downloads, and reconciliation. Allowing you to handle more clients without adding more work. With a daily dashboard, role-based views, and automated end-of-day processes, Agency Matrix gives personal lines brokers the visibility and control they need to deliver fast, reliable service and maintain strong client relationships.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/d22fb718-26a0-48e5-913d-de8dac1f88e7.png","url":"https://www.capterra.ca/software/50949/agency-matrix","@id":"https://www.capterra.ca/software/50949/agency-matrix#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.ca/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":3.7,"bestRating":5,"ratingCount":104},"operatingSystem":"Cloud, Apple, Windows, Android, Platform ios, Platform ipad"},{"name":"Applied Epic","description":"On-premise and cloud-based Brokerage management system, providing automation capabilities to the business. The system offers a single, open application with integrated capabilities to manage customer relationships, policy and benefits administration, sales automation, and financial accounting processes.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/ffef4313-ba25-410e-b9ff-0e3019c6cc80.png","url":"https://www.capterra.ca/software/70671/applied-epic","@id":"https://www.capterra.ca/software/70671/applied-epic#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.ca/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.2,"bestRating":5,"ratingCount":141},"offers":{"price":"1000","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Windows, Windows on premise, Linux on premise"},{"@id":"https://www.capterra.ca/compare/50949/70671/agency-matrix/vs/applied-epic#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Insurance Software","position":2,"item":"/directory/20035/insurance-agency/software","@type":"ListItem"},{"name":"Agency Matrix vs Applied Epic","position":3,"item":"https://www.capterra.ca/compare/50949/70671/agency-matrix/vs/applied-epic","@type":"ListItem"}]}]}
</script>