Head-to-Head

AgencyAssist vs Applied Epic

Applied Epic is the dominant enterprise AMS for large brokerages. For independent agents and small agencies writing commercial lines, it is priced out of reach — and solving commercial intake is not its strong suit anyway. AgencyAssist was built specifically to give independent commercial agents the intake workflow they need at a fraction of the cost.

Feature
AgencyAssist
Applied Epic
Target agency size
1–20 producers
20+ producers
Starting price
$49/month
$2,500–$8,000+/month
Year-one total cost
Includes implementation + training
$600–$1,200
$45,000–$150,000+
Setup time
Same day
3–9 months
Commercial intake templates
Indio now owned by Applied
29 industry templates
Via Indio module
Client-facing intake link
✓
Via Indio add-on
ACORD 125/126/130 auto-fill
✓
✓
Carrier quote tracker
✓
✓
Client status page
✓
—
No implementation consultant needed
✓
—
No annual contract
✓
—
Free trial — self-serve
✓
—
Works alongside existing AMS
✓
Replaces AMS

The cost reality

Applied Epic year one
$45K–$150K+
License + implementation + training
AgencyAssist year one
$588–$1,788
All-inclusive, no implementation fees

The verdict

Choose AgencyAssist if:
→You are a 1–10 producer independent agency writing commercial lines
→Budget and setup speed matter — you cannot wait 6 months or spend $50K on software
→You need commercial intake, ACORD form generation, and quote tracking — not an enterprise AMS replacement
→You want to start today with a free trial and no sales process
Consider Applied Epic if:
→You are a 25+ producer brokerage that needs a full AMS, not just intake
→You have budget for $50K+ year-one and 3–9 months for implementation
→Your brokerage needs deep carrier API integrations only Epic supports

Try AgencyAssist free — no demo, no contract

First commercial intake link in under 10 minutes.

Start free trialSee live demo

More comparisons

→ AgencyAssist vs Indio→ AgencyAssist vs EZLynx→ Applied Epic pricing breakdown→ Applied Epic alternative for small agencies→ How to switch from Applied Epic