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Head-to-head · Insurance CRM Software

Vaatun Vantage vs Applied Epic for Salesforce

  • Updated Oct 2026
  • Both researched from official sources
  • 5 checks side by side
Higher score Vaatun Vantage #7 in Insurance CRM Software 8.6/10 Pricing on request ✓ 5 of 6 features Visit Vaatun
Applied Epic for Salesforce #8 in Insurance CRM Software 8.5/10 Pricing on request ✓ 3 of 6 features Contact Applied

Vaatun Vantage 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 scoreVaatun Vantage · 8.6/10
  • Most featuresVaatun Vantage · 5 of 6

Vaatun Vantage scores higher on our rubric for insurance crm software: 8.6 against 8.5 out of 10; our editors rank them #7 and #8.

Vaatun Vantage is the better fit for insurance operations needing claims and quoting. Applied Epic for Salesforce is the better fit for applied Epic users adding Salesforce CRM.

  • Vaatun Vantage fits best

    Insurance operations needing claims and quoting

  • Applied Epic for Salesforce fits best

    Applied Epic users adding Salesforce CRM

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Side by side

Feature Vaatun Vantage 8.6/10 Visit ↗ Applied Epic for Salesforce 8.5/10 Visit ↗
At a glance
Editor score 8.6 8.5
Ranking #7 in Insurance CRM Software #8 in Insurance CRM Software
Best for Insurance operations needing claims and quoting 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 Email, Phone, Community
Compliance 2FA SOC 2
Integrations 4 integrations 3 integrations
Built for Small business, Mid-market, Enterprise Small business, Mid-market, Enterprise
Features Vaatun Vantage 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
  • Compares insurer quotes and supports quotation management
  • AI-assisted policy entry, document extraction, and reconciliation
  • Connects renewals, claims, billing, reporting, and POSP 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
  • Plan pricing requires a contact-sales process
  • Listed platforms are web and API rather than a mobile app
  • Higher user, branch, and integration limits require Enterprise
  • 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

Vaatun Vantage is a cloud-based ERP and CRM for insurance brokers, MGAs, and other intermediaries. It brings lead and customer management, opportunity pipelines, insurer quote comparison, policy administration, renewals, claims, invoicing,…

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. Vaatun VantageInsurance CRM Software 8.6Pricing on request
  2. Applied Epic for SalesforceInsurance CRM Software 8.5Pricing on request

Strengths and trade-offs

  • Vaatun Vantage — where it wins

    • Compares insurer quotes and supports quotation management
    • AI-assisted policy entry, document extraction, and reconciliation
    • Connects renewals, claims, billing, reporting, and POSP management

    Where it doesn't

    • Plan pricing requires a contact-sales process
    • Listed platforms are web and API rather than a mobile app
    • Higher user, branch, and integration limits require Enterprise

  • 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
  • Vaatun Vantage8.6/10 · Pricing on request

    A broad insurance CRM for teams managing quotes, policies, renewals, claims, and reconciliation.

    Visit VaatunFull 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