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Head-to-head · Insurance CRM Software

AgencyZoom vs Applied Epic for Salesforce

  • Updated Oct 2026
  • Both researched from official sources
  • 6 checks side by side
Higher score AgencyZoom #4 in Insurance CRM Software 8.9/10 14-day trial Free trial✓ 5 of 6 features Visit AgencyZoom
Applied Epic for Salesforce #8 in Insurance CRM Software 8.5/10 Pricing on request ✓ 3 of 6 features Contact Applied

AgencyZoom leads on 0 checks, Applied Epic for Salesforce on 0, and 6 are even. Who comes out ahead on the 6 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreAgencyZoom · 8.9/10
  • Free trialonly AgencyZoom
  • Most featuresAgencyZoom · 5 of 6

AgencyZoom scores higher on our rubric for insurance crm software: 8.9 against 8.5 out of 10; our editors rank them #4 and #8.

AgencyZoom is the better fit for agencies focused on sales and renewals. Applied Epic for Salesforce is the better fit for applied Epic users adding Salesforce CRM.

  • AgencyZoom fits best

    Agencies focused on sales and renewals

  • Applied Epic for Salesforce fits best

    Applied Epic users adding Salesforce CRM

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature AgencyZoom 8.9/10 Visit ↗ Applied Epic for Salesforce 8.5/10 Visit ↗
At a glance
Editor score 8.9 8.5
Ranking #4 in Insurance CRM Software #8 in Insurance CRM Software
Best for Agencies focused on sales and renewals Applied Epic users adding Salesforce CRM
Pricing model Paid Paid
Starting price $99/mo Pricing on request
Free plan — Not checked yet
Free trial 14 days —
Deployment Cloud, Mobile Cloud
Platforms Web, iOS, Android Web
Support Live chat, Docs Email, Phone, Community
Compliance SSO/SAML, 2FA SOC 2
Integrations 20 integrations 3 integrations
Built for Small business, Mid-market, Enterprise Small business, Mid-market, Enterprise
Features AgencyZoom 5/6 · Applied Epic for Salesforce 3/6
Sales pipelines ✓ ✓
Renewal tracking ✓ ✓
Agent management ✓ ✓
Email automation ✓ (best) Not checked yet
Policyholder portal Not checked yet Not checked yet
Mobile apps ✓ (best) Not checked yet
Our review
Pros
  • Configurable pipelines cover leads, opportunities, quotes, and policies.
  • Renewal automation supports retention and customer lifecycle workflows.
  • Insurance-system integrations, mobile apps, API access, and compensation tools.
  • Bi-directional synchronization between Applied Epic and Salesforce
  • Insurance-specific accounts, policies, attachments and benefits data
  • Renewal scheduling, producer dashboards and 50+ insurance reports
Cons
  • Pricing varies by agency type and plan.
  • Advanced capabilities are concentrated in higher-priced tiers.
  • Its focus on insurance workflows may not suit general-purpose CRM needs.
  • Pricing uses a contact-sales model
  • The listed platform is web rather than a mobile app
  • Workflows center on Salesforce, Applied Epic and Applied Benefits Designer
Our verdict

AgencyZoom is a cloud-based CRM and sales automation platform for insurance agencies and producers. It brings lead management, configurable sales and service pipelines, prospecting, onboarding, renewal workflows, policy tracking,…

Read the review →

Applied Epic for Salesforce is an insurance-focused sales and marketing application built natively on Salesforce. It is designed for insurance agencies and brokerages that want producer, servicing and front-office teams to work in…

Read the review →
  1. AgencyZoomInsurance CRM Software 8.914-day trial
  2. Applied Epic for SalesforceInsurance CRM Software 8.5Pricing on request

Strengths and trade-offs

  • AgencyZoom — where it wins

    • Configurable pipelines cover leads, opportunities, quotes, and policies.
    • Renewal automation supports retention and customer lifecycle workflows.
    • Insurance-system integrations, mobile apps, API access, and compensation tools.

    Where it doesn't

    • Pricing varies by agency type and plan.
    • Advanced capabilities are concentrated in higher-priced tiers.
    • Its focus on insurance workflows may not suit general-purpose CRM needs.

  • Applied Epic for Salesforce — where it wins

    • Bi-directional synchronization between Applied Epic and Salesforce
    • Insurance-specific accounts, policies, attachments and benefits data
    • Renewal scheduling, producer dashboards and 50+ insurance reports

    Where it doesn't

    • Pricing uses a contact-sales model
    • The listed platform is web rather than a mobile app
    • Workflows center on Salesforce, Applied Epic and Applied Benefits Designer
  • AgencyZoom8.9/10 · 14-day trial

    A focused insurance CRM for managing sales, renewals, producers, and agency workflows.

    Visit AgencyZoomFull verdict →
  • Applied Epic for Salesforce8.5/10 · Pricing on request

    A focused Salesforce front office for agencies already running Applied Epic.

    Contact AppliedFull verdict →

More comparisons

All insurance CRM software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update