---
description: Get a quick and detailed side-by-side comparison for Applied Epic vs Zywave Agency Management. GetApp will help you learn more about each of these software benefits and disadvantages.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Applied Epic vs Zywave Agency Management Comparison | GetApp Australia 2026
---

Breadcrumb: [Home](/) > [Online CRM Software](/directory/232/online-crm/software) > [Applied Epic \<span\>vs\</span\> Zywave Agency Management](https://www.getapp.com.au/compare/122115/2058175/applied-epic/vs/agency-management-ams-sales-cloud)

# Compare Applied Epic vs Zywave Agency Management

Canonical: https://www.getapp.com.au/compare/122115/2058175/applied-epic/vs/agency-management-ams-sales-cloud

> Detailed comparison between Applied Epic and Zywave Agency Management. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | Applied Epic | Zywave Agency Management |
| **Overall rating** | 4.2/5 | 2.1/5 |
| **Total Reviews** | 141 | 27 |
| **Starting Price** | USD 1,000.00 | - |
| **Free Trial** | No | No |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Windows (Desktop), Windows (On-Premise), Linux (On-Premise) | Cloud, SaaS, Web-based |
| **Support** | Email/Help Desk, Knowledge Base, Phone Support, Chat | Email/Help Desk, Phone Support, Chat |
| **Training** | In Person, Live Online, Webinars, Documentation, Videos | - |

## Key features

### Applied Epic

- Accounting
- Claims Settlement
- Client Management
- Configurable Workflow
- Contact Database
- Contact Management
- Customizable Fields
- Customizable Reports
- Data Import/Export
- Deal Management
- Document Templates
- Lead Management
- Monitoring
- Real-Time Data
- Reminders
- Search/Filter
- Segmentation
- Third-Party Integrations
- Web-based Deployment

### Zywave Agency Management

- Calendar/Reminder System
- Contact Database
- Contact Management
- Customizable Fields
- Data Import/Export
- Lead Management
- Search/Filter
- Segmentation
- Third-Party Integrations

## Links

- [View Applied Epic Profile](https://www.getapp.com.au/software/122115/applied-epic)
- [View Zywave Agency Management Profile](https://www.getapp.com.au/software/2058175/agency-management-ams-sales-cloud)
- [View Original Comparison](https://www.getapp.com.au/compare/122115/2058175/applied-epic/vs/agency-management-ams-sales-cloud)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Applied Epic vs Zywave Agency Management Comparison | GetApp Australia 2026","description":"Get a quick and detailed side-by-side comparison for Applied Epic vs Zywave Agency Management. GetApp will help you learn more about each of these software benefits and disadvantages.","url":"https://www.getapp.com.au/compare/122115/2058175/applied-epic/vs/agency-management-ams-sales-cloud","about":[{"@id":"https://www.getapp.com.au/software/122115/applied-epic#software"},{"@id":"https://www.getapp.com.au/software/2058175/agency-management-ams-sales-cloud#software"}],"breadcrumb":{"@id":"https://www.getapp.com.au/compare/122115/2058175/applied-epic/vs/agency-management-ams-sales-cloud#breadcrumblist"},"@id":"https://www.getapp.com.au/compare/122115/2058175/applied-epic/vs/agency-management-ams-sales-cloud#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.getapp.com.au/#website"},"inLanguage":"en-AU","publisher":{"@id":"https://www.getapp.com.au/#organization"}},{"name":"Applied Epic","description":"Applied Epic® is an agency management platform that allows agents to manage their business across all roles and locations for both their P&amp;C and Benefits books of business via a single view of the customer with automated capabilities for each stakeholder in the business, while also supporting integrations and acquisitions using open and scalable architecture.\n\nApplied Epic Helps Your Business:  \n\nEmbrace technology with an open and flexible platform. Applied Epic® supports acquisitions and integrations of both Applied and third-party applications to guarantee productivity and profitability as your business needs change.\n\nGive your P&amp;C and Benefits brokers a single place to operate. All roles, locations and lines of business – both P&amp;C and Benefits – can be managed in this platform while giving flexibility for staff to operate with other applications that exchange data directly with Applied Epic.\n\nEmpower your team to work from anywhere in a system they'll love. In just a few clicks, agency staff can view account and policy details, complete a quote, file a claim, and remarket a renewal all while on-the-go. \n\nWork better with your insurer partners. Connect with insurer partners right from your daily workflow to save time servicing customers. Without ever leaving your core system, you can find the best products quickly and easily and exchange policy details.\n\nMeet your customers wherever they are. With the ability to seamlessly integrate with your online client portal and mobile app, you can help customers help themselves through 24/7 access to the policy information in your management system.\n\nApplied Epic provides end-to-end customer lifecycle management with a single view of the business, a simple, intuitive user experience, flexibility to integrate Applied and third-party applications as the business and trends change, integrated insurer connectivity and market access.\n\nApplied Epic helps you meet your needs:\n\nMore automation and visibility across more agency roles and lines of business that creates productivity and keeps operational cost low.\n\nSoftware made for the insurance industry, but looks and behaves like the easy, intuitive and simple apps and online services that I use daily.\n\nFlexibility to grow and have peace of mind that technology can integrate with other technology as needs and trends change.\n\nMarket access and a process within my daily workflow to connect with insurer partners.\n\nWith Applied Epic you can reduce operating costs and gain greater business insights, increase employee productivity and satisfaction, build an agile technology strategy on an open and secure platform, and foster better insurer relationships and save time servicing customers.\n\nThe platform provides core capabilities to automate sales and servicing workflows, deliver online customer experiences, and connect more closely with insurer partners. It provides flexibility and ease for integrations so agencies can easily plug third-party applications into the platform to meet the needs of their staff, customers and partners. Applied Epic delivers open architecture, rapid innovation, access to data and simple user experiences to create productivity, simplicity, intelligence and value for agencies at each stage of the customer lifecycle.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/a5971c43-112a-499c-991a-611c85f0740a.png","url":"https://www.getapp.com.au/software/122115/applied-epic","@id":"https://www.getapp.com.au/software/122115/applied-epic#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.getapp.com.au/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":4.2,"bestRating":5,"ratingCount":141},"offers":{"price":"1000","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Windows, Windows on premise, Linux on premise"},{"name":"Zywave Agency Management","description":"Zywave Agency Management is a customer relationship management solution that helps businesses manage contacts, workflows, assets, files, RFPs, and other information on a centralized platform. It allows staff members to utilize the opportunity management module to monitor sales activities, create custom opportunity stages, track sales credit, and more.\n\nZywave Agency Management allows team members to create, renew, and update, client or prospect plans with custom rates, benefit items, plan types, and tier types. With the commission tracking functionality supervisors can monitor ongoing adjustments, validate payments, import commission data, and more. The built-in calendar tool lets employees automatically keep track of all upcoming plan renewals.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/1f25c94e-a367-4dae-8170-d5e421a2aefd.png","url":"https://www.getapp.com.au/software/2058175/agency-management-ams-sales-cloud","@id":"https://www.getapp.com.au/software/2058175/agency-management-ams-sales-cloud#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.getapp.com.au/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":2.1,"bestRating":5,"ratingCount":27},"operatingSystem":"Cloud"},{"@id":"https://www.getapp.com.au/compare/122115/2058175/applied-epic/vs/agency-management-ams-sales-cloud#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Online CRM Software","position":2,"item":"/directory/232/online-crm/software","@type":"ListItem"},{"name":"Applied Epic vs Zywave Agency Management","position":3,"item":"https://www.getapp.com.au/compare/122115/2058175/applied-epic/vs/agency-management-ams-sales-cloud","@type":"ListItem"}]}]}
</script>