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Head-to-head · Commercial Insurance Software

Applied Epic for Salesforce vs Semsee

  • Updated Sep 2026
  • Both researched from official sources
  • 4 checks side by side
Applied Epic for Salesforce #7 in Commercial Insurance Software —/10 Pricing on request ✓ 0 of 3 features Visit site
Semsee #8 in Commercial Insurance Software —/10 Pricing on request ✓ 2 of 3 features Visit Semsee

Applied Epic for Salesforce leads on 0 checks, Semsee on 2, and 2 are even. Who comes out ahead on the 4 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Most featuresSemsee · 2 of 3

Our editors rank Applied Epic for Salesforce at #7 and Semsee at #8 for commercial insurance software; Applied Epic for Salesforce and Semsee have no rubric score yet (facts researched, not yet scored), so the checks below decide.

Semsee offers commercial rating; Applied Epic for Salesforce doesn't publish it. Semsee offers underwriting workflows; Applied Epic for Salesforce doesn't publish it.

Applied Epic for Salesforce is the better fit for insurance teams using Salesforce for sales and renewals. Semsee is the better fit for brokers seeking faster commercial quoting.

  • Applied Epic for Salesforce fits best

    Insurance teams using Salesforce for sales and renewals

  • Semsee fits best

    Brokers seeking faster commercial quoting

Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. It never changes our verdict. How we rank.

Side by side

Feature Applied Epic for Salesforce —/10 Visit ↗ Semsee —/10 Visit ↗
At a glance
Editor score — —
Ranking #7 in Commercial Insurance Software #8 in Commercial Insurance Software
Best for Insurance teams using Salesforce for sales and renewals Brokers seeking faster commercial quoting
Pricing model Paid Paid
Starting price Not published Not published
Free plan Not published —
Free trial — —
Deployment Cloud Cloud
Platforms Web Web
Built for Small business, Mid-market, Enterprise Small business, Mid-market
Features Applied Epic for Salesforce 0/3 · Semsee 2/3
Policy administration Not published —
Commercial rating Not published ✓ (best)
Underwriting workflows Not published ✓ (best)
Specs
Distribution model Not published Broker
Deployment Not published Cloud
Commercial lines Not published Business owners, general liability, workers' compensation, commercial auto
Our review
Pros
  • Synchronizes accounts, policies, activities, and attachments with Applied Epic
  • Automates renewal opportunity scheduling using configured criteria
  • Includes producer and manager dashboards with 50+ insurance reports
  • Digital intake, appetite matching and quoting in one workflow
  • Compares quotes across participating carriers
  • Supports business owners, general liability, workers’ compensation and commercial auto
Cons
  • Pricing requires contacting Applied Systems
  • Designed for front-office workflows, not core policy administration or rating
  • Mobile apps and policyholder portals are separate Applied products
  • No policy-administration capability
  • Limited to selected commercial lines
  • Pricing and detailed carrier availability require contacting Semsee
Our verdict

Applied Epic for Salesforce brings insurance-focused sales and marketing workflows into Salesforce and connects them with Applied Epic. Agencies and brokerages can use it to manage leads, accounts, contacts, opportunities, policies,…

Read the review →

Semsee is a cloud-based commercial insurance platform for independent agents and brokers handling small-business risks. Its broker-facing workflow brings digital submission intake, carrier appetite matching, online quoting and quote…

Read the review →
  1. Applied Epic for SalesforceCommercial Insurance Software —Pricing on request
  2. SemseeCommercial Insurance Software —Pricing on request

Strengths and trade-offs

  • Applied Epic for Salesforce — where it wins

    • Synchronizes accounts, policies, activities, and attachments with Applied Epic
    • Automates renewal opportunity scheduling using configured criteria
    • Includes producer and manager dashboards with 50+ insurance reports

    Where it doesn't

    • Pricing requires contacting Applied Systems
    • Designed for front-office workflows, not core policy administration or rating
    • Mobile apps and policyholder portals are separate Applied products
  • Semsee — where it wins

    • Digital intake, appetite matching and quoting in one workflow
    • Compares quotes across participating carriers
    • Supports business owners, general liability, workers’ compensation and commercial auto

    Where it doesn't

    • No policy-administration capability
    • Limited to selected commercial lines
    • Pricing and detailed carrier availability require contacting Semsee
  • Applied Epic for Salesforce—/10 · Pricing on request

    A Salesforce-based insurance CRM for teams managing sales, service activity, and renewals.

    Visit siteFull verdict →
  • Semsee—/10 · Pricing on request

    A focused broker workflow for submitting risks, matching appetite and comparing quotes.

    Visit SemseeFull verdict →

More comparisons

Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026