EbixEvolution vs Applied Epic for Salesforce

EbixEvolution—Visit AEApplied Epic for Salesforce—Visit

EbixEvolution #4 in Commercial Insurance Software —/10 Pricing on request ✓ 3 of 3 features Contact Ebix

vs

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

• EbixEvolution fits best

  Mid-market and enterprise commercial carriers

• Applied Epic for Salesforce fits best

  Insurance teams using Salesforce for sales and renewals

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Side by side

Feature	EbixEvolution —/10 Visit ↗	AEApplied Epic for Salesforce —/10 Visit ↗
At a glance
Editor score	—	—
Ranking	#4 in Commercial Insurance Software	#7 in Commercial Insurance Software
Best for	Mid-market and enterprise commercial 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 EbixEvolution 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	Not published	Not published
Deployment	Cloud	Not published
Commercial lines	Not published	Not published
Our review
Pros	Combines policy administration and servicing with commercial insurance rating. Supports underwriting workflows and insurance product configuration. Cloud deployment suits insurers seeking hosted operations.	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 contacting Ebix for commercial terms. No integrations are listed in the product details. The supported lines of insurance 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	EbixEvolution is a cloud-based commercial property-and-casualty insurance platform from Ebix, Inc. Its core scope covers policy administration and servicing, commercial rating, underwriting workflows and insurance product configuration.… 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

• EbixEvolution — where it wins

  • Combines policy administration and servicing with commercial insurance rating.
  • Supports underwriting workflows and insurance product configuration.
  • Cloud deployment suits insurers seeking hosted operations.

  Where it doesn't

  • Pricing requires contacting Ebix for commercial terms.
  • No integrations are listed in the product details.
  • The supported lines of insurance 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

• EbixEvolution—/10 · Pricing on request

  Cloud-based P&C policy administration with commercial rating and underwriting workflows.

  Contact EbixFull 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 →