---
description: Compare Applied Epic vs Applied CSR24. 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 Applied CSR24 Comparison - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Insurance Software](/directory/20035/insurance-agency/software) > [Applied Epic \<span\>vs\</span\> Applied CSR24](https://www.capterra.ca/compare/70671/212628/applied-epic/vs/applied-csr24)

# Compare Applied Epic vs Applied CSR24

Canonical: https://www.capterra.ca/compare/70671/212628/applied-epic/vs/applied-csr24

> Detailed comparison between Applied Epic and Applied CSR24. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | Applied Epic | Applied CSR24 |
| **Overall rating** | 4.2/5 | 4.6/5 |
| **Total Reviews** | 141 | 12 |
| **Starting Price** | US$1,000.00 | - |
| **Free Trial** | No | - |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Windows (Desktop), Windows (On-Premise), Linux (On-Premise) | Cloud, SaaS, Web-based |
| **Support** | Email/Help Desk, Knowledge Base Software, Phone Support, Chat | - |
| **Training Software** | In Person, 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.

### Applied CSR24

\-

## Key features

### Applied Epic

- Claims Management Software
- Claims Settlement
- Client Management
- Client Portal
- Commission Management
- Configurable Workflow
- Customizable Reports
- Customizable Templates
- Deal Management
- Document Management Software
- Document Templates
- Insurance Policy Management
- Lead Generation Software
- Monitoring
- Policy Management Software
- Real-Time Data
- Referral Tracking
- Reminders
- Status Tracking
- Web-based Deployment

### Applied CSR24

- Claims Management Software
- Client Management
- Client Portal
- Customizable Templates
- Document Management Software
- Insurance Policy Management
- Policy Management Software

## Links

- [View Applied Epic Profile](https://www.capterra.ca/software/70671/applied-epic)
- [View Applied CSR24 Profile](https://www.capterra.ca/software/212628/applied-csr24)
- [View Original Comparison](https://www.capterra.ca/compare/70671/212628/applied-epic/vs/applied-csr24)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Applied Epic vs Applied CSR24 Comparison - Capterra Canada 2026","description":"Compare Applied Epic vs Applied CSR24. Learn more about each of the software’s price, features, and helpful software reviews for Canadian business users.","url":"https://www.capterra.ca/compare/70671/212628/applied-epic/vs/applied-csr24","about":[{"@id":"https://www.capterra.ca/software/70671/applied-epic#software"},{"@id":"https://www.capterra.ca/software/212628/applied-csr24#software"}],"breadcrumb":{"@id":"https://www.capterra.ca/compare/70671/212628/applied-epic/vs/applied-csr24#breadcrumblist"},"@id":"https://www.capterra.ca/compare/70671/212628/applied-epic/vs/applied-csr24#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.capterra.ca/#website"},"publisher":{"@id":"https://www.capterra.ca/#organization"},"inLanguage":"en-CA"},{"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","bestRating":5,"ratingCount":141,"ratingValue":4.2},"offers":{"price":"1000","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Windows, Windows on premise, Linux on premise"},{"name":"Applied CSR24","description":"Provide anytime, anywhere mobile customer service to increase client satisfaction, build client loyalty and deliver a more competitive business proposition. Give clients online and mobile access to the policy information they need through an online customer portal or mobile app that is custom branded to your agency. Applied CSR24 is the industry's first online customer self-service software that connects your customers to information in your management system when and how they want.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/d3353a18-0588-4e1e-9032-4752d966305b.webp","url":"https://www.capterra.ca/software/212628/applied-csr24","@id":"https://www.capterra.ca/software/212628/applied-csr24#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.ca/#organization"},"aggregateRating":{"@type":"AggregateRating","bestRating":5,"ratingCount":12,"ratingValue":4.6},"operatingSystem":"Cloud"},{"@id":"https://www.capterra.ca/compare/70671/212628/applied-epic/vs/applied-csr24#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":"Applied Epic vs Applied CSR24","position":3,"item":"https://www.capterra.ca/compare/70671/212628/applied-epic/vs/applied-csr24","@type":"ListItem"}]}]}
</script>
