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Head-to-head · Insurance CRM Software

InsuredMine vs Applied Epic for Salesforce

  • Updated Oct 2026
  • Both researched from official sources
  • 4 checks side by side
Higher score InsuredMine #1 in Insurance CRM Software 9.4/10 14-day trial Free trial✓ 0 of 6 features Visit InsuredMine
Applied Epic for Salesforce #8 in Insurance CRM Software 8.5/10 Pricing on request ✓ 3 of 6 features Contact Applied

InsuredMine leads on 0 checks, Applied Epic for Salesforce on 0, and 4 are even. Who comes out ahead on the 4 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreInsuredMine · 9.4/10
  • Free trialonly InsuredMine
  • Most featuresApplied Epic for Salesforce · 3 of 6

InsuredMine scores higher on our rubric for insurance crm software: 9.4 against 8.5 out of 10; our editors rank them #1 and #8.

InsuredMine is the better fit for insurance agencies needing an all-round CRM. Applied Epic for Salesforce is the better fit for applied Epic users adding Salesforce CRM.

  • InsuredMine fits best

    Insurance agencies needing an all-round CRM

  • Applied Epic for Salesforce fits best

    Applied Epic users adding Salesforce CRM

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 InsuredMine 9.4/10 Visit ↗ Applied Epic for Salesforce 8.5/10 Visit ↗
At a glance
Editor score 9.4 8.5
Ranking #1 in Insurance CRM Software #8 in Insurance CRM Software
Best for Insurance agencies needing an all-round CRM Applied Epic users adding Salesforce CRM
Pricing model Paid Paid
Starting price $219/mo Pricing on request
Free plan — Not checked yet
Free trial 14 days —
Deployment Cloud, Mobile Cloud
Platforms Web, iOS, Android Web
Support Email, Phone, Docs · 24/7 Email, Phone, Community
Compliance SOC 2, SSO/SAML, 2FA SOC 2
Integrations 20+ integrations 3 integrations
Built for Small business, Mid-market, Enterprise Small business, Mid-market, Enterprise
Features InsuredMine 0/6 · Applied Epic for Salesforce 3/6
Sales pipelines Not checked yet ✓ (best)
Renewal tracking Not checked yet ✓ (best)
Agent management Not checked yet ✓ (best)
Email automation Not checked yet Not checked yet
Policyholder portal Not checked yet Not checked yet
Mobile apps Not checked yet Not checked yet
Our review
Pros
  • Combines pipelines, renewals, cross-sell, policies, and client history
  • Supports client portals, native e-signatures, and renewal automation
  • Connects with major AMS platforms plus Zapier, Twilio, and Stripe
  • 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
  • Lite starts at $219 per month with annual billing
  • Plus and Full pricing use different billing structures
  • Broader functionality may exceed the needs of smaller agencies
  • 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

InsuredMine is a cloud CRM and engagement platform for independent insurance agencies and brokers. It brings sales pipeline and opportunity management together with Account 360 views for policies, interactions, and history. Agencies can…

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. InsuredMineInsurance CRM Software 9.414-day trial
  2. Applied Epic for SalesforceInsurance CRM Software 8.5Pricing on request

Strengths and trade-offs

  • InsuredMine — where it wins

    • Combines pipelines, renewals, cross-sell, policies, and client history
    • Supports client portals, native e-signatures, and renewal automation
    • Connects with major AMS platforms plus Zapier, Twilio, and Stripe

    Where it doesn't

    • Lite starts at $219 per month with annual billing
    • Plus and Full pricing use different billing structures
    • Broader functionality may exceed the needs of smaller agencies

  • 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
  • InsuredMine9.4/10 · 14-day trial

    A broad insurance CRM with strong agency workflows, integrations, and client-service tools.

    Visit InsuredMineFull 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