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Head-to-head · Commercial Insurance Software

Insly vs Applied Epic for Salesforce

  • Updated Sep 2026
  • Both researched from official sources
  • 1 check side by side
Insly #6 in Commercial Insurance Software —/10 Pricing on request ✓ 1 of 3 features Visit Insly
Applied Epic for Salesforce #7 in Commercial Insurance Software —/10 Pricing on request ✓ 0 of 3 features Visit site

Insly leads on 1 check, Applied Epic for Salesforce on 0, and 0 are even. Who comes out ahead on the 1 yes/no, price and count check where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Most featuresInsly · 1 of 3

Our editors rank Insly at #6 and Applied Epic for Salesforce at #7 for commercial insurance software; Insly and Applied Epic for Salesforce have no rubric score yet (facts researched, not yet scored), so the checks below decide.

Insly offers policy administration; Applied Epic for Salesforce doesn't publish it.

Insly is the better fit for smaller insurers needing practical policy operations. Applied Epic for Salesforce is the better fit for insurance teams using Salesforce for sales and renewals.

  • Insly fits best

    Smaller insurers needing practical policy operations

  • Applied Epic for Salesforce fits best

    Insurance teams using Salesforce for sales and renewals

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Side by side

Feature Insly —/10 Visit ↗ Applied Epic for Salesforce —/10 Visit ↗
At a glance
Editor score — —
Ranking #6 in Commercial Insurance Software #7 in Commercial Insurance Software
Best for Smaller insurers needing practical policy operations 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
Support Email, Docs Email, Phone, Community
Built for Small business, Mid-market Small business, Mid-market, Enterprise
Features Insly 1/3 · Applied Epic for Salesforce 0/3
Policy administration ✓ (best) Not published
Commercial rating Not published Not published
Underwriting workflows Not published Not published
Specs
Distribution model Not published Not published
Deployment Cloud Not published
Commercial lines Not published Not published
Our review
Pros
  • Centralizes customer and policy records with policy administration.
  • Supports sales workflows, claims, documents and payments.
  • Includes reporting plus integrations and API connectivity.
  • 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 sales.
  • Commercial rating and underwriting capabilities are not verified.
  • Support channels are limited to email and documentation.
  • 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

Insly provides cloud-based insurance software for brokers, agents and managing general agents. Its workspace brings customer and client records together with policy administration and policy record management, alongside sales 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 →
  1. InslyCommercial Insurance Software —Pricing on request
  2. Applied Epic for SalesforceCommercial Insurance Software —Pricing on request

Strengths and trade-offs

  • Insly — where it wins

    • Centralizes customer and policy records with policy administration.
    • Supports sales workflows, claims, documents and payments.
    • Includes reporting plus integrations and API connectivity.

    Where it doesn't

    • Pricing requires contacting sales.
    • Commercial rating and underwriting capabilities are not verified.
    • Support channels are limited to email and documentation.

  • 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
  • Insly—/10 · Pricing on request

    Cloud-based policy and claims operations for smaller insurance businesses.

    Visit InslyFull verdict →
  • Applied Epic for Salesforce—/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 Sep 2026