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Head-to-head · Insurance CRM Software

GloveBoxCRM vs Applied Epic for Salesforce

  • Updated Oct 2026
  • Both researched from official sources
  • 7 checks side by side
Higher score GloveBoxCRM #2 in Insurance CRM Software 9.3/10 Pricing on request ✓ 5 of 6 features Visit GloveBoxCRM
Applied Epic for Salesforce #8 in Insurance CRM Software 8.5/10 Pricing on request ✓ 3 of 6 features Contact Applied

GloveBoxCRM leads on 0 checks, Applied Epic for Salesforce on 0, and 7 are even. Who comes out ahead on the 7 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreGloveBoxCRM · 9.3/10
  • Most featuresGloveBoxCRM · 5 of 6

GloveBoxCRM scores higher on our rubric for insurance crm software: 9.3 against 8.5 out of 10; our editors rank them #2 and #8.

GloveBoxCRM is the better fit for agencies wanting deep insurance automation. Applied Epic for Salesforce is the better fit for applied Epic users adding Salesforce CRM.

  • GloveBoxCRM fits best

    Agencies wanting deep insurance automation

  • Applied Epic for Salesforce fits best

    Applied Epic users adding Salesforce CRM

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Side by side

Feature GloveBoxCRM 9.3/10 Visit ↗ Applied Epic for Salesforce 8.5/10 Visit ↗
At a glance
Editor score 9.3 8.5
Ranking #2 in Insurance CRM Software #8 in Insurance CRM Software
Best for Agencies wanting deep insurance automation Applied Epic users adding Salesforce CRM
Pricing model Paid Paid
Starting price Pricing on request Pricing on request
Free plan — Not checked yet
Free trial — —
Deployment Cloud, Mobile Cloud
Platforms Web, iOS, Android Web
Integrations 10 integrations 3 integrations
Built for Small business, Mid-market, Enterprise Small business, Mid-market, Enterprise
Features GloveBoxCRM 5/6 · Applied Epic for Salesforce 3/6
Sales pipelines ✓ ✓
Renewal tracking ✓ ✓
Agent management Not checked yet ✓ (best)
Email automation ✓ (best) Not checked yet
Policyholder portal ✓ (best) Not checked yet
Mobile apps ✓ (best) Not checked yet
Our review
Pros
  • 100+ campaigns cover sales, service, claims, and renewals
  • Dedicated pipelines and policy monitoring support insurance workflows
  • Portals, branded mobile apps, SMS, and quote tools extend client service
  • 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
  • Pricing is customized and requires contacting sales
  • There is no free plan for evaluating the product independently
  • Its insurance-agency focus may not suit general-purpose CRM needs
  • 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

GloveBoxCRM is an insurance-focused CRM for independent insurance agencies coordinating producers, customer service representatives, and virtual assistants. It brings sales, service, claims, and renewal work into dedicated pipelines, while…

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. GloveBoxCRMInsurance CRM Software 9.3Pricing on request
  2. Applied Epic for SalesforceInsurance CRM Software 8.5Pricing on request

Strengths and trade-offs

  • GloveBoxCRM — where it wins

    • 100+ campaigns cover sales, service, claims, and renewals
    • Dedicated pipelines and policy monitoring support insurance workflows
    • Portals, branded mobile apps, SMS, and quote tools extend client service

    Where it doesn't

    • Pricing is customized and requires contacting sales
    • There is no free plan for evaluating the product independently
    • Its insurance-agency focus may not suit general-purpose CRM needs

  • 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
  • GloveBoxCRM9.3/10 · Pricing on request

    Deep insurance automation with policy workflows, portals, mobile apps, and AMS integrations.

    Visit GloveBoxCRMFull verdict →
  • Applied Epic for Salesforce8.5/10 · Pricing on request

    A focused Salesforce front office for agencies already running Applied Epic.

    Contact AppliedFull verdict →

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