Best for
Best for established independent agencies and brokers that write property and casualty and benefits business across several lines.
- Small and mid-sized
- Enterprise
Insurance Agency Software Comparison
Applied Epic vs. HawkSoft
At a glance
At a glance
Best for
Best for independent agencies working on Windows PCs that want their own management system and pick rating and marketing tools separately.
Cataleo does not name a winner. Both statements come from the vendors themselves.
Full Comparison
| Criterion | Applied Epic | HawkSoft |
|---|---|---|
| Users | Used by 81% of Business Insurance's 100 largest US brokers, according to the vendor | Priced by concurrent users, with no limit on total user profiles |
| API | APIs that let other tools read and write client and policy data | Two-way API integrations with listed partner products |
| Hosting | Used in the browser from any office | HawkSoft 6: Windows application, data in HawkSoft Cloud on Microsoft Azure; agencies on HawkSoft 5 with a local server are not required to migrate |
| Clients and policies | Issue, endorse, renew and cancel policies from one account, with AI policy checking that links differences to their source page | Personal and commercial lines policy management, with documents stored at policy level, retention alerts and uprate alerts that flag premium increases before renewal |
| Lines of business and markets | Property and casualty and benefits, commercial and personal lines in the same system, with separate pages for benefits plan management and benefits quoting | Personal and commercial lines in the management system; the rater integrations cover personal lines, mostly auto and home |
| Comparative rating and quoting | Personal lines rating for auto, home and umbrella across the agency's markets, and commercial risks sent to market by comparative rating; a bound quote becomes the policy in force | HawkSoft Rater shares policy data with ten third-party personal lines raters: two-way with ACS, Evolution, ITC TurboRater, PL Rating and QuoteRush, one-way with AccuAgency and EZLynx |
| Carrier downloads and connectivity | Download and data exchange with more than 700 carrier markets through Ivans | Carrier downloads are part of the workflow tools, with a carrier downloads portal, documentation for carrier reps and book rolls for carriers; HawkLink for Chrome autofills carrier websites |
| Sales pipeline and renewals | Risk profiles for accounts and prospects built from public sources, with coverage gaps and cross-sell opportunities shown before the renewal date, and marketing campaigns built from the book | Lead management categories show where clients sit in the sales funnel, with cross-sell and upsell reports, retention alerts and batch email, letters and text messages |
| Commissions and agency accounting | Agency bill and direct bill in one system, a general ledger mapped across operating and trust accounts, and earned, paid and outstanding commission by producer and by carrier | Trust accounting and commission tracking in HawkSoft, commission statements imported from Excel or CSV, and operating accounting in QuickBooks; Managed Accounting is a paid service |
| Client portal and certificates | Service Portal (formerly Applied CSR24) and a branded iOS and Android app in which clients pull documents, pay online and request certificates; certificates are populated from the account | Self-service Certificates portal where insureds create certificates and manage certificate holders, signing in with email and a verification code, plus an Insured Mobile App and e-signature |
| Compliance records and audit trail | Premium receipts kept separate from operating funds, audit-ready bank reconciliation, GL detail and trust ledger reports, and postings blocked once a month or year is closed | A self-documenting Action Menu logs client interactions, which the vendor ties to reducing E&O risk, with automatic data backup and retention |
| Reports and exports | Role-based Pulse dashboards on current Epic data, charts emailed on a schedule and views exported to PDF, CSV or PNG, alongside Applied Epic Reports | Agency Intelligence suite with KPI dashboards: close ratio by producer, policies per client, commissions by carrier, retention and book of business, with batch email sent from a report |
| Integrations and API | APIs to read and write client and policy data, with developer portals for Epic and Ivans; Employee Navigator is named for benefits enrollment | Two-way API integrations with partners such as AgencyZoom, Agency Revolution, InsuredMine and Gaya, plus QuickBooks; HawkSoft states that enabling an integration carries no additional fee |
| AI features | stated Yes | No |
| Deployment | Browser-based | Cloud (SaaS) |
| Support | Not stated | Phone, Email helpdesk, Chat |
| Onboarding | Guided onboarding | more entries Documentation and knowledge base, Video tutorials, Guided onboarding, Live online demos and webinars |
| Company size | Small and mid-sized, Enterprise | Not stated |
| Integrations | Ivans, Employee Navigator | more entries QuickBooks, AgencyZoom, Agency Revolution, InsuredMine, Gaya, Canopy Connect, RingCentral, ACS, Evolution by Capital Software, ITC TurboRater, PL Rating, QuoteRush, AccuAgency, EZLynx |
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Adds a column to the table, from the tools in this category.
Row where the values differ The small markers point at the lower number, the longer list or the stated feature. They describe the data, they are not a verdict.
The short version
Key Differences
- Deployment Applied Epic Browser-based HawkSoft Cloud (SaaS)
- Hosting Applied Epic Used in the browser from any office HawkSoft HawkSoft 6: Windows application, data in HawkSoft Cloud on Microsoft Azure; agencies on HawkSoft 5 with a local server are not required to migrate
- AI features Applied Epic Yes HawkSoft No
- Users Applied Epic Used by 81% of Business Insurance's 100 largest US brokers, according to the vendor HawkSoft Priced by concurrent users, with no limit on total user profiles
- API Applied Epic APIs that let other tools read and write client and policy data HawkSoft Two-way API integrations with listed partner products
Every line is one datapoint from the table above, picked automatically. Nothing here is written text.
The trade-offs
Strengths and Limitations
Applied Epic
Strengths
- Commercial, personal and benefits lines in one system
- Carrier download and data exchange with more than 700 markets through Ivans
- Trust balances kept apart from operating funds, with closed periods locked against new postings
- Client Service Portal and a branded iOS and Android app for self-service
Limitations
- Prices are not published
- The product pages do not state the hosting model
HawkSoft
Strengths
- Two-way API integrations with partners including AgencyZoom, InsuredMine and Gaya
- Browser-based Agent Portal, which HawkSoft states is included in the subscription at no additional cost
- Self-service Certificates for a flat $49 per agency per month, with no per-certificate fees
- Cancellation with 30 days of notice, and the vendor states it charges nothing to take your data
Limitations
- Base and per-user prices are not published
- A Windows application; macOS needs a Windows virtual machine or a third-party hosting service
- Rating runs through third-party raters, one-way only with EZLynx and AccuAgency
Plans
Pricing
Applied Epic
- Applied Epic Not stated Prices are not published.
HawkSoft
- HawkSoft subscription Not stated Monthly base fee for the first user plus a fee per additional concurrent user; amounts not published.
- Self-service Certificates $49 Add-on, flat fee per agency per month, no per-certificate fees.
What users say
Review Scores · opens after launch
Applied Epic
- Ease of use
- Not rated yet
- User interface
- Not rated yet
- Onboarding
- Not rated yet
- Support and service
- Not rated yet
- Value for money
- Not rated yet
- Features
- Not rated yet
No reviews yet. Nothing has been published here yet, and no score is shown. How a review is checked before it appears is described below.
HawkSoft
- Ease of use
- Not rated yet
- User interface
- Not rated yet
- Onboarding
- Not rated yet
- Support and service
- Not rated yet
- Value for money
- Not rated yet
- Features
- Not rated yet
No reviews yet. Nothing has been published here yet, and no score is shown. How a review is checked before it appears is described below.
How we check reviews
Before sending, the author has to confirm three things: that they have used the product themselves, that they work neither for the vendor nor for a competitor, and that nobody is paying them for the review. We also ask whether the vendor invited them to write it. That answer is required, either answer is accepted, and it stays with the review.
Every review is read by a person before it appears. An email address is required and is confirmed: we send a link to it, and a review does not reach us until the author opens that link, so a review has a sender who was reachable at least once rather than being anonymous. Where what somebody writes needs backing, we ask them for evidence that they used the product, and a review that does not get it is not published. We publish positive and negative reviews alike, we pay nothing and offer nothing for a review, and we accept none that was bought or incentivised.
What we cannot do is verify a purchase. There is no shop here and no account, so whether the author really used the tool rests on their own declaration, on whatever we ask them for, and on the plausibility of what they write. We say so rather than implying a check that does not exist.
A vendor cannot buy a review, and cannot have one removed or changed because they dislike it. We remove or edit a review only if it breaks our rules or the law, for example a false statement of fact. Paid placement has no effect on which reviews appear or on any score.
Where this comes from
Where this comes from
Applied Epic https://www1.appliedsystems.com/en-us/platform/applied-epic/ · checked against the official source on 2026-11-06
HawkSoft https://hawksoft.com/ · checked against the official source on 2026-11-05
This table lists factual criteria taken from information the vendors publish themselves. For how we put it together, see the methodology.