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Head-to-head · Insurance CRM Software

NextAgency vs Applied Epic for Salesforce

  • Updated Oct 2026
  • Both researched from official sources
  • 6 checks side by side
Higher score NextAgency #6 in Insurance CRM Software 8.7/10 30-day trial Free trial✓ 5 of 6 features Visit NextAgency
Applied Epic for Salesforce #8 in Insurance CRM Software 8.5/10 Pricing on request ✓ 3 of 6 features Contact Applied

NextAgency 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 scoreNextAgency · 8.7/10
  • Free trialonly NextAgency
  • Most featuresNextAgency · 5 of 6

NextAgency scores higher on our rubric for insurance crm software: 8.7 against 8.5 out of 10; our editors rank them #6 and #8.

NextAgency is the better fit for agencies managing commissions and compliance. Applied Epic for Salesforce is the better fit for applied Epic users adding Salesforce CRM.

  • NextAgency fits best

    Agencies managing commissions and compliance

  • Applied Epic for Salesforce fits best

    Applied Epic users adding Salesforce CRM

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Side by side

Feature NextAgency 8.7/10 Visit ↗ Applied Epic for Salesforce 8.5/10 Visit ↗
At a glance
Editor score 8.7 8.5
Ranking #6 in Insurance CRM Software #8 in Insurance CRM Software
Best for Agencies managing commissions and compliance Applied Epic users adding Salesforce CRM
Pricing model Paid Paid
Starting price $850/seat/yr Pricing on request
Free plan — Not checked yet
Free trial 30 days —
Deployment Cloud, Desktop, Mobile Cloud
Platforms Web, iOS, Android Web
Support Email, Live chat, Phone, Docs Email, Phone, Community
Compliance HIPAA, 2FA SOC 2
Integrations 10 integrations 3 integrations
Built for Solo, Small business Small business, Mid-market, Enterprise
Features NextAgency 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
  • Tracks commissions, overrides, fees, bonuses, and sub-agent statements
  • Combines policy management, pipelines, workflows, and compliance tools
  • Offers web, iOS, Android, API access, and insurance-focused integrations
  • 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
  • Subscriptions are prepaid and non-refundable
  • The platform is available only in the U.S.
  • There is no free plan
  • 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

NextAgency is a cloud-based agency management system and CRM for agencies selling benefits, senior, and life insurance policies. It brings together contact and policy management, configurable sales and service pipelines, automated…

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. NextAgencyInsurance CRM Software 8.730-day trial
  2. Applied Epic for SalesforceInsurance CRM Software 8.5Pricing on request

Strengths and trade-offs

  • NextAgency — where it wins

    • Tracks commissions, overrides, fees, bonuses, and sub-agent statements
    • Combines policy management, pipelines, workflows, and compliance tools
    • Offers web, iOS, Android, API access, and insurance-focused integrations

    Where it doesn't

    • Subscriptions are prepaid and non-refundable
    • The platform is available only in the U.S.
    • There is no free plan

  • 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
  • NextAgency8.7/10 · 30-day trial

    A focused insurance CRM for agencies that need commissions, workflows, and compliance tools.

    Visit NextAgencyFull 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