An Applied Epic alternative for small P&C sales agencies
Applied describes Epic as an agency management system for established, multi-line agencies. If you're a smaller P&C agency and most of your day is calls, texts and quotes, a CRM like Insurance CRM may be the piece you're missing.
What Applied Epic says it does
From its own website, checked November 7, 2026.
- Applied calls Epic "the world's most widely used insurance agency management system."
- Aimed at established, growth-minded agencies running multi-line books across P&C and benefits.
- Handles P&C and benefits, commercial and personal lines in one system, with accounting that posts each invoice, receipt and commission against its policy and keeps trust funds apart.
- Epic Conductor puts AI to work inside Applied Epic, using the records and permissions already set up.
- Teams work in the browser.
- Applied's page says smaller or single-line personal lines agencies focused on quoting speed are usually a better fit for EZLynx.
What Insurance CRM includes
Every feature here is in the app today.
- A VoIP phone system built in: a browser phone that rings every agent at once, plus desk phones and an iPhone app on your agency numbers
- Drag-and-drop call parking, warm and cold transfers, call recording, transcribed voicemail and branded caller ID
- Two-way texting with A2P 10DLC registration done inside the app, and email from the contact
- Automatic Progressive and National General quotes, with the premiums on the contact
- Policies pulled from those carriers, renewals and cancellations flagged, ID cards, certificates of insurance and e-signatures
- Sales recorded from the carrier's data, with reports by producer, carrier and line
- AI voice, text and email agents that answer, follow up and book callbacks on the schedule you set
- Starting at $199/month, with a live demo you can open without signing up
Where Applied Epic is the stronger choice
Multi-line books across P&C and benefits, commercial and personal lines, with agency accounting and trust funds: that's what Applied built Epic for. Insurance CRM isn't an agency management system and doesn't do agency accounting.
Where Insurance CRM is different
Insurance CRM is for the sales floor of an independent P&C agency. The phone system, two-way texting, automatic Progressive and National General quotes and AI agents are all in the CRM, and the price is published: starting at $199/month. See what an independent insurance agency CRM covers.
Running both
Larger agencies often keep an agency management system as the book of record and use a CRM for sales and communication. Our guide to insurance CRM vs. agency management system explains when each makes sense.
FAQ
Questions agencies ask
- Can Insurance CRM replace Applied Epic?
- Not for agency accounting or a multi-line commercial and benefits book; Insurance CRM isn't an agency management system. It's built for P&C agencies that sell on the phone and want calling, texting, quoting and AI agents in one CRM.
- Does Insurance CRM connect to Applied Epic?
- No. There's no connection between Insurance CRM and Applied Epic today. You can import your contacts into Insurance CRM from a spreadsheet, and policy data from Progressive and National General is pulled in from the carriers.
- How much does Insurance CRM cost?
- Starting at $199/month. You can open the live demo and explore a sample agency without signing up.
See it on a sample agency
Open the live demo to explore a sample agency with no sign-up, or book a walkthrough with us.
Sources
What this page says about other companies comes from their own websites, checked November 7, 2026. Features and prices change, so confirm anything important with them. Product names are trademarks of their owners.