Applied Epic vs Vertafore AMS360
Both are insurance agency management tools. Here's how their key features, pricing and fit line up, from each vendor's own site.
| Feature |
|
|
|---|---|---|
| Pricing | Contact sales | Contact sales |
| Best for | Mid-size and large agencies and brokers that write both P&C and benefits and need one system across producers, servicing and finance. | Mid-size independent agencies that want built-in agency accounting with a general ledger and commission splits. |
| Team size | 51–500+ people | 2–500+ people |
| Client and policy records | Yes | Yes |
| Renewal tracking | Yes | Yes |
| Commission tracking | Yes | Yes |
| Carrier download | Yes | Yes |
| Certificates of insurance | Yes | Yes |
| Agency accounting | Not listed | Yes |
| Visit | Visit | Visit |
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