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Head-to-head · Commercial Insurance Software

EbixEvolution vs Applied Epic for Salesforce

  • Updated Oct 2026
  • Both researched from official sources
  • 3 checks side by side
Higher score EbixEvolution #4 in Commercial Insurance Software 8.5/10 Pricing on request ✓ 3 of 3 features Contact Ebix
Applied Epic for Salesforce #7 in Commercial Insurance Software 7.6/10 Pricing on request ✓ 0 of 3 features Visit site

EbixEvolution leads on 0 checks, Applied Epic for Salesforce on 0, and 3 are even. Who comes out ahead on the 3 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreEbixEvolution · 8.5/10
  • Most featuresEbixEvolution · 3 of 3

EbixEvolution scores higher on our rubric for commercial insurance software: 8.5 against 7.6 out of 10; our editors rank them #4 and #7.

EbixEvolution is the better fit for mid-market and enterprise commercial carriers. Applied Epic for Salesforce is the better fit for insurance teams using Salesforce for sales and renewals.

  • EbixEvolution fits best

    Mid-market and enterprise commercial carriers

  • Applied Epic for Salesforce fits best

    Insurance teams using Salesforce for sales and renewals

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 EbixEvolution 8.5/10 Visit ↗ Applied Epic for Salesforce 7.6/10 Visit ↗
At a glance
Editor score 8.5 7.6
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 Pricing on request Pricing on request
Free plan Not checked yet Not checked yet
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 checked yet
Commercial rating ✓ (best) Not checked yet
Underwriting workflows ✓ (best) Not checked yet
Specs
Distribution model Not checked yet Not checked yet
Deployment Cloud Not checked yet
Commercial lines Not checked yet Not checked yet
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 →
  1. EbixEvolutionCommercial Insurance Software 8.5Pricing on request
  2. Applied Epic for SalesforceCommercial Insurance Software 7.6Pricing on request

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
  • EbixEvolution8.5/10 · Pricing on request

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

    Contact EbixFull verdict →
  • Applied Epic for Salesforce7.6/10 · Pricing on request

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

    Visit siteFull verdict →

More comparisons

All commercial insurance software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update