---
description: Compare Applied Epic vs NextAgency. 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: Applied Epic vs NextAgency Comparison - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Insurance Software](/directory/20035/insurance-agency/software) > [Applied Epic \<span\>vs\</span\> NextAgency](https://www.capterra.ca/compare/70671/171245/applied-epic/vs/nextagency)

# Compare Applied Epic vs NextAgency

Canonical: https://www.capterra.ca/compare/70671/171245/applied-epic/vs/nextagency

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

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## At a Glance

| Metric | Applied Epic | NextAgency |
| **Overall rating** | 4.2/5 | 4.9/5 |
| **Total Reviews** | 141 | 41 |
| **Starting Price** | US$1,000.00 | US$85.00 |
| **Free Trial** | No | Yes |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Windows (Desktop), Windows (On-Premise), Linux (On-Premise) | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop) |
| **Support** | Email/Help Desk, Knowledge Base Software, Phone Support, Chat | Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat |
| **Training Software** | In Person, Live Online, Webinars, Documentation, Videos | Live Online, Webinars, Documentation, Videos |

## Best for

### 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.

### NextAgency

Agencies selling benefits, senior, and life policies needing agency management software with CRM, marketing, compliance, automation, and commission tools. Used by agencies of all sizes nationwide.

## Key features

### Applied Epic

- API
- Activity Tracking
- Client Management
- Commission Management
- Configurable Workflow
- Contact Database
- Customer Database
- Customizable Reports
- Email Marketing Software
- Insurance Policy Management
- Lead Capture Software
- Marketing Automation Software
- Opportunity Management
- Reminders
- Reporting/Analytics
- SSL Security
- Search/Filter
- Status Tracking
- Task Management Software
- Workflow Management Software

### NextAgency

- API
- Activity Tracking
- Client Management
- Commission Management
- Configurable Workflow
- Contact Database
- Customer Database
- Customizable Reports
- Email Marketing Software
- Insurance Policy Management
- Lead Capture Software
- Marketing Automation Software
- Opportunity Management
- Reminders
- Reporting/Analytics
- SSL Security
- Search/Filter
- Status Tracking
- Task Management Software
- Workflow Management Software

## Links

- [View Applied Epic Profile](https://www.capterra.ca/software/70671/applied-epic)
- [View NextAgency Profile](https://www.capterra.ca/software/171245/nextagency)
- [View Original Comparison](https://www.capterra.ca/compare/70671/171245/applied-epic/vs/nextagency)

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