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Head-to-head · Insurance CRM Software

Fat Agent vs Applied Epic for Salesforce

  • Updated Oct 2026
  • Both researched from official sources
  • 6 checks side by side
Higher score Fat Agent #5 in Insurance CRM Software 8.8/10 Paid ✓ 5 of 6 features Visit Fat Agent
Applied Epic for Salesforce #8 in Insurance CRM Software 8.5/10 Pricing on request ✓ 3 of 6 features Contact Applied

Fat Agent 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 scoreFat Agent · 8.8/10
  • Most featuresFat Agent · 5 of 6

Fat Agent scores higher on our rubric for insurance crm software: 8.8 against 8.5 out of 10; our editors rank them #5 and #8.

Fat Agent is the better fit for budget-conscious insurance agencies. Applied Epic for Salesforce is the better fit for applied Epic users adding Salesforce CRM.

  • Fat Agent fits best

    Budget-conscious insurance agencies

  • Applied Epic for Salesforce fits best

    Applied Epic users adding Salesforce CRM

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Side by side

Feature Fat Agent 8.8/10 Visit ↗ Applied Epic for Salesforce 8.5/10 Visit ↗
At a glance
Editor score 8.8 8.5
Ranking #5 in Insurance CRM Software #8 in Insurance CRM Software
Best for Budget-conscious insurance agencies Applied Epic users adding Salesforce CRM
Pricing model Paid Paid
Starting price $50/mo Pricing on request
Free plan — Not checked yet
Free trial — —
Deployment Cloud, Mobile Cloud
Platforms Web, iOS Web
Integrations 6 integrations 3 integrations
Built for Small business, Mid-market Small business, Mid-market, Enterprise
Features Fat Agent 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
  • Combines leads, quoting, policies, renewals, commissions, and documents
  • Connects phone and two-way SMS directly to CRM records
  • Offers AI assistance, mobile access, funnels, and quote widgets
  • 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
  • The $50 starting price applies to an optional AMS module, not the core CRM
  • Key capabilities are split across multiple paid monthly modules
  • A policyholder portal is not part of the listed product capabilities
  • 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

Fat Agent combines insurance CRM, agency management, quoting, communications, automation, and AI in one platform. It is designed for independent agencies handling property and casualty, life, and health business. Core workflows include…

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. Fat AgentInsurance CRM Software 8.8Paid
  2. Applied Epic for SalesforceInsurance CRM Software 8.5Pricing on request

Strengths and trade-offs

  • Fat Agent — where it wins

    • Combines leads, quoting, policies, renewals, commissions, and documents
    • Connects phone and two-way SMS directly to CRM records
    • Offers AI assistance, mobile access, funnels, and quote widgets

    Where it doesn't

    • The $50 starting price applies to an optional AMS module, not the core CRM
    • Key capabilities are split across multiple paid monthly modules
    • A policyholder portal is not part of the listed product capabilities

  • 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

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