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Head-to-head · Insurance CRM Software

PolicyTek vs Applied Epic for Salesforce

  • Updated Oct 2026
  • Both researched from official sources
  • 5 checks side by side
Higher score PolicyTek #3 in Insurance CRM Software 9.1/10 Pricing on request ✓ 5 of 6 features Visit PolicyTek
Applied Epic for Salesforce #8 in Insurance CRM Software 8.5/10 Pricing on request ✓ 3 of 6 features Contact Applied

PolicyTek leads on 0 checks, Applied Epic for Salesforce on 0, and 5 are even. Who comes out ahead on the 5 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scorePolicyTek · 9.1/10
  • Most featuresPolicyTek · 5 of 6

PolicyTek scores higher on our rubric for insurance crm software: 9.1 against 8.5 out of 10; our editors rank them #3 and #8.

PolicyTek is the better fit for multi-agent agencies needing insurance controls. Applied Epic for Salesforce is the better fit for applied Epic users adding Salesforce CRM.

  • PolicyTek fits best

    Multi-agent agencies needing insurance controls

  • 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 PolicyTek 9.1/10 Visit ↗ Applied Epic for Salesforce 8.5/10 Visit ↗
At a glance
Editor score 9.1 8.5
Ranking #3 in Insurance CRM Software #8 in Insurance CRM Software
Best for Multi-agent agencies needing insurance controls Applied Epic users adding Salesforce CRM
Pricing model Paid Paid
Starting price — Pricing on request
Free plan Not checked yet Not checked yet
Free trial — —
Deployment Cloud Cloud
Platforms Web Web
Support Email, Docs Email, Phone, Community
Integrations 5,000+ integrations 3 integrations
Built for Solo, Small business, Mid-market, Enterprise Small business, Mid-market, Enterprise
Features PolicyTek 5/6 · Applied Epic for Salesforce 3/6
Sales pipelines ✓ ✓
Renewal tracking ✓ ✓
Agent management ✓ ✓
Email automation ✓ (best) Not checked yet
Policyholder portal ✓ (best) Not checked yet
Mobile apps Not checked yet Not checked yet
Our review
Pros
  • Tracks leads, policies, renewals, commissions, and pipeline stages
  • Combines calling, recording, AI summaries, SMS, email, and task automation
  • Supports hierarchy, portals, reporting, and multi-agency management
  • 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 requires contacting sales
  • The platform is positioned specifically around life insurance workflows
  • Multi-agent and multi-agency controls are reserved for higher plans
  • 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

PolicyTek is a CRM and agency management platform for life insurance agents, independent producers, and agencies. It combines visual pipeline management, lead capture and routing, client records, policy and renewal tracking, commission…

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. PolicyTekInsurance CRM Software 9.1Pricing on request
  2. Applied Epic for SalesforceInsurance CRM Software 8.5Pricing on request

Strengths and trade-offs

  • PolicyTek — where it wins

    • Tracks leads, policies, renewals, commissions, and pipeline stages
    • Combines calling, recording, AI summaries, SMS, email, and task automation
    • Supports hierarchy, portals, reporting, and multi-agency management

    Where it doesn't

    • Pricing requires contacting sales
    • The platform is positioned specifically around life insurance workflows
    • Multi-agent and multi-agency controls are reserved for higher plans

  • 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
  • PolicyTek9.1/10 · Pricing on request

    A life insurance CRM with routing, policy tracking, calling, automation, and agency controls.

    Visit PolicyTekFull 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