Applied Epic vs NowCerts 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.

NowCerts is a comprehensive platform designed to handle the complex workflows of independent insurance agencies. You can manage your entire book of business from a single interface, automating time-consuming tasks like issuing certificates of insurance and tracking policy renewals. The system centralizes your client data, allowing you to provide faster service while maintaining strict compliance with industry standards.

You can also take control of your agency's finances with built-in commission tracking and carrier integration. Whether you are a solo agent or managing a large team, the platform helps you eliminate paper files and manual data entry. It focuses on increasing your productivity by providing self-service portals for your clients and automated reminders for important deadlines.

• 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.

• Automated Certificates. Issue and email certificates of insurance instantly using pre-filled templates to save time and reduce manual errors.
• Client Self-Service Portal. Give your clients 24/7 access to their policies, ID cards, and certificates so they can help themselves anytime.
• Commission Tracking. Track incoming commissions from multiple carriers and calculate producer splits automatically to ensure accurate and timely payments.
• ACORD Form Library. Access a full library of up-to-date ACORD forms that auto-populate with your saved client and policy data.
• Carrier Integrations. Sync your policy data directly with insurance carriers through Ivans downloads to keep your records current without typing.
• Document Management. Store and organize unlimited digital documents directly within client profiles for a completely paperless office environment.