---
description: Compare Agency Matrix vs Applied Epic to learn about each of the product's price, benefits and disadvantages. Choose the best software for your business in New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Agency Matrix vs Applied Epic Comparison - Capterra New Zealand 2026
---

Breadcrumb: [Home](/) > [Insurance Agency Software](/directory/20035/insurance-agency/software) > [Agency Matrix \<span\>vs\</span\> Applied Epic](https://www.capterra.co.nz/compare/50949/70671/agency-matrix/vs/applied-epic)

# Compare Agency Matrix vs Applied Epic

Canonical: https://www.capterra.co.nz/compare/50949/70671/agency-matrix/vs/applied-epic

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

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## At a Glance

| Metric | Agency Matrix | Applied Epic |
| **Overall rating** | 3.7/5 | 4.2/5 |
| **Total Reviews** | 104 | 141 |
| **Starting Price** | - | US$1,000.00 |
| **Free Trial** | No | No |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based, Windows (Desktop), Windows (On-Premise), Linux (On-Premise) |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat | Email/Help Desk, Knowledge Base, Phone Support, Chat |
| **Training** | Live Online, Webinars, Videos | In Person, Live Online, Webinars, Documentation, Videos |

## Best for

### Agency Matrix

Independent insurance agencies and brokers in the United States.

### Applied Epic

Applied Epic® is best for mid-market to enterprise agencies that need to manage the customer lifecycle across all lines of business and staff.

## Key features

### Agency Matrix

- Activity Tracking
- Calendar Management
- Client Management
- Client Portal
- Commission Management
- Contact Database
- Customisable Reports
- Document Management
- Document Storage
- Email Marketing
- Forms Management
- Insurance Policy Management
- Invoice Management
- Lead Management
- Policy Management
- Property & Casualty
- Reminders
- Reporting & Statistics
- Task Management
- Workflow Management

### Applied Epic

- Activity Tracking
- Calendar Management
- Client Management
- Client Portal
- Commission Management
- Contact Database
- Customisable Reports
- Document Management
- Document Storage
- Email Marketing
- Forms Management
- Insurance Policy Management
- Invoice Management
- Lead Management
- Policy Management
- Property & Casualty
- Reminders
- Reporting & Statistics
- Task Management
- Workflow Management

## Links

- [View Agency Matrix Profile](https://www.capterra.co.nz/software/50949/agency-matrix)
- [View Applied Epic Profile](https://www.capterra.co.nz/software/70671/applied-epic)
- [View Original Comparison](https://www.capterra.co.nz/compare/50949/70671/agency-matrix/vs/applied-epic)

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