brokerageaudit.com vs Applied Epic: Which is Best for Independent Brokers?
Applied Epic by Applied Systems is the largest and most widely adopted agency management system in the insurance industry. It provides a comprehensive platform for policy management, customer relationship management, and agency accounting. BrokerageAudit is not designed to replace Applied Epic — it is built to complement it by adding AI-powered document processing, automated COI tracking, and intelligent submission management that Applied Epic does not natively provide.
Feature Comparison
Pricing Comparison
BrokerageAudit
$499/mo
Starter plan. Professional $1,499/mo, Enterprise $4,999/mo.
- AI document extraction and processing
- Automated COI tracking and compliance
- Submission intake automation
- Complements your existing AMS
Applied Epic
Contact for pricing
Enterprise pricing based on agency size and modules selected.
- Full agency management platform
- Policy and claims management
- Agency accounting and billing
- Largest ecosystem of integrations
Who Each Is Best For
brokerageaudit.com is best for:
- Agencies already on Applied Epic that want to add AI-powered document automation
- Teams overwhelmed by manual data entry from ACORD forms and dec pages
- Agencies needing automated COI compliance tracking beyond Epic's built-in tools
- Brokerages handling high submission volumes that need intelligent intake
Applied Epic is best for:
- Agencies needing a complete system of record for policies and customers
- Organizations requiring integrated agency accounting
- Large brokerages needing enterprise-grade CRM and workflow management
- Agencies looking for an all-in-one platform without supplemental tools
Switching from Applied Epic?
BrokerageAudit is not a replacement for Applied Epic — it is an add-on that enhances your existing investment. There is no switching required. Simply connect BrokerageAudit to your Applied Epic instance via API, and begin routing documents for AI processing. Most agencies are up and running within a day, with AI extracting data from documents and feeding it back into Epic automatically.