Applied Epic vs HawkSoft Comparison: Reviews, Features, Pricing & Alternatives in 2026

Applied Epic is a versatile management platform designed to help your insurance agency handle all its operations from a single, integrated interface. You can manage multiple lines of business, including P&C and benefits, while keeping your data organized across different office locations. The software automates your back-office tasks and standardizes workflows, so your team spends less time on manual data entry and more time focusing on client relationships.

You can access the platform through a web browser, giving your team the flexibility to work from anywhere while maintaining a consistent view of customer information. It integrates your sales pipeline, policy management, and financial accounting into one system, eliminating the need for disconnected tools. Whether you are a small local agency or a large enterprise with global operations, the platform scales to meet your specific growth needs.

HawkSoft is a comprehensive management platform designed specifically for independent insurance agencies to streamline their daily operations. You can manage the entire client lifecycle from a single interface, allowing you to move from quoting to policy issuance without re-entering data. The system centers around an action-menu design that mirrors how you actually work, ensuring you can document every client interaction automatically while staying organized.

You can eliminate manual paperwork by using the integrated document management and digital signature tools. The platform also helps you boost retention through automated renewal workflows and built-in text messaging capabilities. Whether you are a startup agency or a large multi-location firm, you can customize the workflows to match your specific office procedures and integrate with over 100 industry partners to expand your agency's capabilities.

• Omnichannel Service Connect with your clients through their preferred channels including text, email, and a dedicated self-service portal.
• Integrated Benefits Manage your employee benefits and P&C business in one place to gain a full view of your customers.
• Automated Workflows Standardize your agency processes with pre-built workflows that ensure your team never misses a critical renewal or task.
• Sales Pipeline Management Track your opportunities from lead to close with integrated CRM tools designed specifically for insurance professionals.
• Document Management Store and organize all your policy documents and client communications directly within the relevant client record.
• Advanced Reporting Analyze your agency's performance with customizable reports that help you identify growth opportunities and track employee productivity.

• Action Menu Workflow. Navigate your entire management system using a consistent action menu that automatically documents every step of your client interactions.
• Auto-Documentation. Ensure every phone call, email, and policy change is logged automatically to protect your agency against errors and omissions claims.
• Integrated Text Messaging. Communicate with your clients via text directly from the management system and keep all conversations saved to the client file.
• Virtual Paperwork. Drag and drop documents directly into client files and use built-in tools to mark up, redact, or combine PDF files.
• Automated Renewals. Track upcoming policy renewals and automate outreach to your clients to ensure you never miss an opportunity to retain business.
• Reporting Suite. Monitor your agency's health with pre-built reports that track production, retention rates, and employee performance in real-time.