Choosing between Vertafore AMS360 and Applied Epic? This guide compares real automation capabilities, not just feature lists.
Insurance workflow automation | ACORD automation | Pricing
Book Free AI Audit| Feature | AMS360 | Applied Epic |
|---|---|---|
| Best For | Small to midsize agencies | Large/enterprise agencies |
| Deployment | Cloud-hosted | Cloud-native |
| P&C + Benefits | P&C focused | Full P&C and Benefits |
| Carrier Integrations | 500+ carriers | 1,000+ carriers |
| Customization | Moderate | Highly customizable |
| Reporting | Standard reports | Advanced analytics |
| Learning Curve | Easier to learn | Steeper curve |
| Pricing | $$ | $$$ |
Neither AMS has strong native automation—here's where custom AI fills the gap
| Capability | AMS360 | Applied Epic | + Custom AI |
|---|---|---|---|
| Native Workflow Automation | Basic | Advanced | Unlimited |
| ACORD Form Extraction | Manual/Limited | Manual/Limited | AI-Powered |
| COI Issuance | Semi-automated | Semi-automated | Fully automated |
| Lead Response | None | None | 24/7 AI response |
| Commission Reconciliation | Manual | Basic | Fully automated |
It depends on your agency size and needs. AMS360 is typically better for small to midsize P&C agencies (under $3M revenue) who want a cost-effective, easy-to-use system. Applied Epic is better for larger agencies, those with benefits business, or those needing advanced customization and enterprise features.
AMS360 typically costs $150-300/user/month for small agencies. Applied Epic is higher, often $200-400/user/month plus implementation fees. Both require multi-year contracts. Get quotes from each vendor for your specific situation.
Yes, but migration is complex and time-consuming (4-8 months typically). Data migration, workflow rebuilding, and staff retraining are significant undertakings. Many agencies use this transition as an opportunity to also implement automation.
Both have limited native automation. Applied Epic has more advanced workflow rules, but neither handles AI-powered tasks like ACORD extraction or lead response. Most agencies add third-party automation on top of their AMS for these capabilities.
We integrate with both AMS360 and Applied Epic. Tell us about your agency and we'll recommend the best approach.
Book Free AI Audit →Get a tailored workflow plan with ROI estimate for your use case.
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