Insurance CRM software that connects with Applied Epic
Below are the CRMs we found for Applied Epic. They follow our default order, which is not a quality ranking.
Three vendors have an AMS connection to Applied Epic, and two of them publish a starting price. Of the three vendors, two describe migration help, two track commissions and one has a client portal.
Quick picks by need
- Free trialAgencyZoomTry it before you pay
- Commission trackingAgencyZoom and InsuredMineProducer pay kept in the system
- Native AMS connectionInsuredMineBuilt-in link to the agency system
- Month to monthAgencyZoomNo yearly contract
- Mobile appAgencyZoom and InsuredMineAgents can work from a phone
3 vendors
Pick this if you want to buy month to month.
- Best for
- P&C agencies, independent or captive, that want lead follow-up, renewals and producer pay in one CRM
- Starting price
- $119.20 per month, billed yearly, paid upfront (October 2026)
- Applied Epic connection
- recurring import, one way in
- Free trial
- 14 days
- Contract
- Month to month, or a year paid upfront
Check first: more than seven users needs a quote.
Read the AgencyZoom reviewPick ClientCircle if its published terms fit your agency.
- Best for
- Independent agencies that want an insurance CRM with client texting and marketing
- Applied Epic connection
- one way in
Keep in mind: no one-time mass texts.
Read the ClientCircle reviewPick this if a published start of $106 per user per month fits your budget.
- Best for
- Independent P&C agencies that want lead follow-up and renewals tied to their AMS
- Starting price
- $106 per user per month, billed yearly (October 2026)
- Applied Epic connection
- native, both ways
- Contract
- Monthly or yearly
Check first: round robin or hand assignment only, with no rules by state or line.
Read the InsuredMine review
Prices are each vendor's published starting price, dated as shown.
How we chose
We include a vendor when it has an AMS connection to Applied Epic. That gave us three vendors, with prices dated October 2026.
Beyond the price, one has a native AMS connection, one offers a free trial and two have a mobile app.
Related guides: agency management systems and comparative raters.
Frequently asked questions
How did you choose software for Applied Epic?
We looked for an AMS connection to Applied Epic. All three vendors listed have one.
What should I compare after making a shortlist?
Start with what moves between the two systems. Then check who sets up the connection, and how the sync with Applied Epic runs (both ways or one way). Among these vendors, one sells month to month.
Where can I compare prices?
Use the insurance CRM cost page to compare dated prices and estimate first-year cost.
How we researched this. We based this page on each vendor's published pricing where available, terms and product pages, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.