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. QQCatalyst
At a glance
At a glance
Best for
Best for small independent agencies writing mostly personal lines that quote through PL Rating.
- Small and mid-sized
Cataleo does not name a winner. Both statements come from the vendors themselves.
Full Comparison
| Criterion | Applied Epic | QQCatalyst |
|---|---|---|
| Users | Used by 81% of Business Insurance's 100 largest US brokers, according to the vendor | Not stated |
| API | APIs that let other tools read and write client and policy data | Not stated |
| Hosting | Used in the browser from any office | Cloud-based |
| Clients and policies | Issue, endorse, renew and cancel policies from one account, with AI policy checking that links differences to their source page | Policy and client information in one place, with a summary of all current and future policies for existing and prospective customers, and a dashboard of alerts and upcoming tasks |
| 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. The carrier partner list covers private passenger auto, homeowners, dwelling fire, inland marine, umbrella and watercraft, and business auto, general liability, property, workers compensation and commercial inland marine. |
| 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 | Two-way integration with Vertafore's PL Rating, a personal lines comparative rater with over 300 real-time carrier connections: quotes bridge into QQCatalyst as customers or prospects, and existing policies bridge back to PL Rating to be remarketed |
| Carrier downloads and connectivity | Download and data exchange with more than 700 carrier markets through Ivans | Vertafore publishes a carrier partner list that shows, per carrier, downloads for personal and commercial lines policies, initial load, direct bill commission and claims |
| 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 | Salesroom, an integrated sales pipeline manager for new business, rounding out accounts and prospect sales cycles; prospects from PL Rating land in Salesroom, Smartflows send automated communication, and Agency Intelligence runs email marketing campaigns |
| 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 | Not stated |
| 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 | Not stated |
| 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 | Not stated |
| 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 | 50+ pre-built and customizable reports from top clients to monthly production, a book of business breakdown, Employee Productivity activity tracking and an Employee Time Clock with payable clock-out reasons |
| 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 | Integrations with PL Rating and AgencyZoom, plus portals, mobile, e-payments and multi-channel communications through Vertafore's Orange Partners tech hub |
| AI features | stated Yes | No |
| Deployment | Browser-based | Cloud (SaaS) |
| Onboarding | Guided onboarding | Not stated |
| Company size | more entries Small and mid-sized, Enterprise | Small and mid-sized |
| Integrations | Ivans, Employee Navigator | PL Rating, AgencyZoom |
Add a tool
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 QQCatalyst Cloud (SaaS)
- Company size Applied Epic Small and mid-sized, Enterprise QQCatalyst Small and mid-sized
- Hosting Applied Epic Used in the browser from any office QQCatalyst Cloud-based
- AI features Applied Epic Yes QQCatalyst No
- Clients and policies Applied Epic Issue, endorse, renew and cancel policies from one account, with AI policy checking that links differences to their source page QQCatalyst Policy and client information in one place, with a summary of all current and future policies for existing and prospective customers, and a dashboard of alerts and upcoming tasks
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
QQCatalyst
Strengths
- Two-way data bridge with PL Rating for personal lines quoting and remarketing
- Carrier downloads listed per carrier in a published partner list, including direct bill commission and claims
- 50+ pre-built and customizable reports
- Employee time clock built in
Limitations
- Prices are not published
- Comparative rating runs through PL Rating, a separate Vertafore product
- The official pages describe no agency accounting, client portal or certificates
Plans
Pricing
Applied Epic
- Applied Epic Not stated Prices are not published.
QQCatalyst
- QQCatalyst Not stated Prices are not published.
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.
QQCatalyst
- 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
QQCatalyst https://www.vertafore.com/products/insurance-management-software/qqcatalyst · checked against the official source on 2026-11-06
This table lists factual criteria taken from information the vendors publish themselves. For how we put it together, see the methodology.