Duck Creek Policy vs Applied Epic for Salesforce

Duck Creek Policy—Visit AEApplied Epic for Salesforce—Visit

Duck Creek Policy #3 in Commercial Insurance Software —/10 Pricing on request ✓ 3 of 3 features Visit Duck Creek

vs

AE Applied Epic for Salesforce #7 in Commercial Insurance Software —/10 Pricing on request ✓ 0 of 3 features Visit site

• Duck Creek Policy fits best

  Mid-market and enterprise insurance carriers

• Applied Epic for Salesforce fits best

  Insurance teams using Salesforce for sales and renewals

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Side by side

Feature	Duck Creek Policy —/10 Visit ↗	AEApplied Epic for Salesforce —/10 Visit ↗
At a glance
Editor score	—	—
Ranking	#3 in Commercial Insurance Software	#7 in Commercial Insurance Software
Best for	Mid-market and enterprise insurance carriers	Insurance teams using Salesforce for sales and renewals
Pricing model	Paid	Paid
Starting price	Not published	Not published
Free plan	Not published	Not published
Free trial	—	—
Deployment	Cloud	Cloud
Platforms	Web	Web
Built for	Mid-market, Enterprise	Small business, Mid-market, Enterprise
Features Duck Creek Policy 3/3 · Applied Epic for Salesforce 0/3
Policy administration	✓ (best)	Not published
Commercial rating	✓ (best)	Not published
Underwriting workflows	✓ (best)	Not published
Specs
Distribution model	Carrier	Not published
Deployment	Cloud	Not published
Commercial lines	Not published	Not published
Our review
Pros	Covers commercial product configuration, quoting, rating and issuance Supports underwriting workflows, policy servicing and endorsements Cloud deployment supports policy lifecycle administration	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
Cons	Pricing requires contact with sales Integrations are not specified Supported commercial lines are not specified	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
Our verdict	Duck Creek Policy is a cloud-based policy administration platform for property and casualty carriers managing commercial and personal lines. Its focus is the policy lifecycle: commercial product configuration, quote and issuance workflows,… Read the review →	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 →

Strengths and trade-offs

• Duck Creek Policy — where it wins

  • Covers commercial product configuration, quoting, rating and issuance
  • Supports underwriting workflows, policy servicing and endorsements
  • Cloud deployment supports policy lifecycle administration

  Where it doesn't

  • Pricing requires contact with sales
  • Integrations are not specified
  • Supported commercial lines are not specified

• 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

• Duck Creek Policy—/10 · Pricing on request

  Commercial policy lifecycle tools for carriers, with pricing handled through sales.

  Visit Duck CreekFull verdict →
• AEApplied Epic for Salesforce—/10 · Pricing on request

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

  Visit siteFull verdict →