Partner XE vs Applied Epic
Side-by-side from the Top 11 ranking of The 11 Best Insurance Agency Management Software (2026). Last verified June 30, 2026.
The short answer
Applied Epic ranks higher on Top 11 (#1 vs #9) for Independent insurance agents and agency owners managing policies, clients, and commissions. The most powerful and scalable AMS for large, complex insurance agencies.
At a glance
| Partner XE | Applied Epic | |
|---|---|---|
| Top 11 rank | #9 / The 11 Best Insurance Agency Management Software (2026) | #1 / The 11 Best Insurance Agency Management Software (2026) |
| Score (out of 9.4) | 7.6 | 9.3 |
| Best for | Community-focused agencies | Large, complex agencies |
| Pricing | $$$ (Quote-based) | $$$$ ($200 to $400/user/mo) |
| HQ | Newark, OH, USA | University Park, IL, USA |
| Founded | 1982 | 1983 |
Partner XE
A user-owned AMS with a focus on community.
www.sisware.com/partner-xe/See full entry in The 11 Best Insurance Agency Management Software (2026)
Applied Epic
The most powerful and scalable AMS for large, complex insurance agencies.
www.appliedsystems.com/en-us/products/applied-epic/See full entry in The 11 Best Insurance Agency Management Software (2026)
Methodology and scoring weights live at /methodology. No vendor pays for placement — see about.