Applied Epic is built for 50 plus seat agencies. Solo and small shops need a modern, affordable alternative that still speaks insurance.
Epic is powerful but priced, implemented, and trained for 50 plus seat operations.
Applied Epic runs enterprise level annual contracts.
Producers need weeks of training to be productive.
Review asks, missed call text back, AI receptionist not native.
Launch $647 per month flat, no seat fees.
Producers productive in 14 days.
Missed call text back, review, renewal SMS all native.
Build tier includes AI phone answering.
Multi line x date tracking built in.
EZLynx, PL Rater, Turbo Rater integrate natively.
Cannot justify AMS enterprise pricing.
2 to 10 producers needing lightweight AMS.
Lost corporate AMS, need modern lightweight replacement.
Moving from spreadsheet to real CRM.
Lightweight insurance CRM, flat pricing, 2 week set up.
Adds AI receptionist, carrier rater integrations, advanced automations.
Both columns are pulled from public pages, not opinions. Where a vendor does not publish something, we say so instead of guessing.
| Feature | Applied Epic | Agent Lead Engine |
|---|---|---|
| Published pricing | Not published — quote required. Third-party estimates cite roughly $125–$250 per user/mo (not vendor-confirmed) | ✓ Published flat tiers: $647 / $1,447 / $2,147 per month |
| Setup fee | Implementation quoted separately; third-party estimates run five figures | ✓ $0 setup · $97 first month |
| Contract | Not published; multi-year terms typical per third-party sources | ✓ Month to month |
| Users | Per-user licensing | ✓ Unlimited users, no per-seat fees |
| Built for insurance | Yes — AMS for mid-size and enterprise P&C/benefits agencies | ✓ Yes — P&C, Commercial, Life, Medicare, Final Expense modules |
| Marketing automation | Sold as a separate Applied product | ✓ Included on every tier |
| SMS texting | Not listed among native capabilities on Applied’s product page | ✓ Included — 2-way SMS + missed-call text-back |
| Website included | Not offered | ✓ Included — done-for-you 5–11 page site |
| AI receptionist | Carrier-statement reconciliation AI; no receptionist offering | ✓ Included — 24/7 AI receptionist |
| E-signature | Not listed among native capabilities | ✓ Included |
| Time to launch | Not published | ✓ Live in 48 hours (Launch tier) |
| Guarantee | None published | ✓ 30-day satisfaction guarantee (SEO excluded) |
Compared June 11, 2026 against Applied Epic’s published pages. Pricing and packaging change — always confirm current details on the vendor’s site. “Not published / not listed” reflects what the vendor’s public pages showed on that date.
Book a 20 minute demo. We will compare Applied Epic to ALE and show where it fits for small agencies.
No setup fee · Month to month · Cancel anytime · 30-day satisfaction guarantee (SEO excluded)
SOC 2 Type II infrastructure · TCPA & CAN-SPAM compliant tooling · Encrypted in transit & at rest · Security & data practices