---
description: Quickly find and compare the leading Athena vs Applied Epic alternatives. Comprehensive listing of competitors & similar tools for fast software selection and to contact several providers directly.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Compare Athena vs Applied Epic | GetApp Canada 2026
---

Breadcrumb: [Home](/) > [Insurance Software](/directory/664/insurance/software) > [Athena \<span\>vs\</span\> Applied Epic](https://www.getapp.ca/compare/9899/122115/athena-insurance-broking-system-life/vs/applied-epic)

# Compare Athena vs Applied Epic

Canonical: https://www.getapp.ca/compare/9899/122115/athena-insurance-broking-system-life/vs/applied-epic

> Detailed comparison between Athena and Applied Epic. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | Athena | Applied Epic |
| **Overall rating** | 4.1/5 | 4.2/5 |
| **Total Reviews** | 19 | 141 |
| **Starting Price** | US$150.00 | US$1,000.00 |
| **Free Trial** | Yes | No |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Windows (Desktop), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based, Windows (Desktop), Windows (On-Premise), Linux (On-Premise) |
| **Support** | Chat | Email/Help Desk, Knowledge Base Software, Phone Support, Chat |
| **Training Software** | In Person, Webinars | In Person, Live Online, Webinars, Documentation, Videos |

## Key features

### Athena

- Client Management
- Client Portal
- Insurance Policy Management
- Lead Management Software
- Lifecycle Management

### Applied Epic

- API
- Claims Management Software
- Claims Settlement
- Client Management
- Client Portal
- Commission Management
- Configurable Workflow
- Customizable Reports
- Deal Management
- Document Templates
- Insurance Policy Management
- Lead Generation Software
- Lead Management Software
- Lifecycle Management
- Monitoring
- Real-Time Data
- Referral Tracking
- Reminders
- Status Tracking
- Web-based Deployment

## Links

- [View Athena Profile](https://www.getapp.ca/software/9899/athena-insurance-broking-system-life)
- [View Applied Epic Profile](https://www.getapp.ca/software/122115/applied-epic)
- [View Original Comparison](https://www.getapp.ca/compare/9899/122115/athena-insurance-broking-system-life/vs/applied-epic)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Compare Athena vs Applied Epic | GetApp Canada 2026","description":"Quickly find and compare the leading Athena vs Applied Epic alternatives. Comprehensive listing of competitors & similar tools for fast software selection and to contact several providers directly.","url":"https://www.getapp.ca/compare/9899/122115/athena-insurance-broking-system-life/vs/applied-epic","about":[{"@id":"https://www.getapp.ca/software/9899/athena-insurance-broking-system-life#software"},{"@id":"https://www.getapp.ca/software/122115/applied-epic#software"}],"breadcrumb":{"@id":"https://www.getapp.ca/compare/9899/122115/athena-insurance-broking-system-life/vs/applied-epic#breadcrumblist"},"@id":"https://www.getapp.ca/compare/9899/122115/athena-insurance-broking-system-life/vs/applied-epic#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.getapp.ca/#website"},"inLanguage":"en-CA","publisher":{"@id":"https://www.getapp.ca/#organization"}},{"name":"Athena","description":"Athena is a web-based insurance software bring together the latest technology innovations and specific business needs of insurance agents and brokers. Athena comes in two different flavors, one is life insurance software and the other is general insurance software. Though two different products, the common architecture is used making it very easy to integrate this as one product for organization users.  \n\n \nPolicy LifeCyle Management - Life Insurance &amp; General Insurance \n   Policy lifecyle is seperate in life insurance policies and varies in different types of general insurance policy. The lifecycle management tool is automated for life insurance using the feeds from the various insurance companies and for general insurance it has a quotation, proposal and lead management workflow. \nIntelligent Quotation Management System  \n   The QMS in Athena is designed keeping in mind the practical challenges faced by insurance broker. Athena comes with a dynamic Quote Management that is customized as per the type of policies with options to electronically capture quote. \nSales Force Automation \n   Athena acts as a CRM that covers the basic sales force automation allowing users to track prospect customers, view existing customer portfolio and renewal alert features for repeat business. The extensive reporting tools offer in-depth analytics features. \nCommission and Financial Management \n   Especially in Life Insurance, the broker Commission structure is well-defined for products by the insurance companies. Athena allows the broker to upload the broker commission structure mapping upfront and let the system do the entire financial management in terms of receivables. The commission check utility allows the brokers to view and compare the receivables against the actual receipts and highlight the differences in easy to interpret formats. The system also allows the brokers to input the commission payable to sub-brokers and agents along with the incentives payable to employees. This ensures that the entire financial management in terms of commission payments and receipts are combined in a ledger format to understand the profitability for a policy, a broker, branch, product line, timespan or any other indicator.  \nBulk Operations \n   Athena offers several options to migrate the policy or commission data in an excel format. \nRenewal Management \n   Considered as an important source of business for the brokers, Athena treats Renewal Management in a unique way. From renewal alerts to brokers and clients via SMS or Email to booking renewal appointment, the system captures every facet of policy renewal process. The renewal commission, forecasts and renewal reports are additional tools given to broker to track renewal business effectively. \nClaim Management \n   The claim module is complete workflow driven with options to configure your own claim stages. The clients can file for claims online with alerts sent to the brokers, ability to upload the documentation and share the same with insurance company. Clients can view the claim status online and the system sends the SMS or email alerts as soon as the claim stages are updated in the system. \nDynamic Reporting Tool \n   The dynamic reporting tool is an analytics engine that allows brokers to export, view or analyze Policy data in their own formats. \nMIS Reporting Tool \n   Similar to the Dynamic Reporting tool, the MIS reporting tool offers business summaries in the user defined formats. \nAthena Reporting Tools \n   In addition to the analytics reports, Athena offers a wide range of predefined reports commonly used by brokers. \nCommission Reporting Tools \n   Similar to the other reporting tools, the commission reporting tool allows brokers to view and analyze commission data in a variety of formats \nRenewal Reporting Tools \n   Like Commission reporting tools, the renewal reporting tools allows brokers to analyze the renewal information. \nIRDA Reporting Tools \n   System generates the reports in IRDA specified","url":"https://www.getapp.ca/software/9899/athena-insurance-broking-system-life","@id":"https://www.getapp.ca/software/9899/athena-insurance-broking-system-life#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.getapp.ca/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":4.1,"bestRating":5,"ratingCount":19},"offers":{"price":"150","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Windows, Platform ios, Platform ipad"},{"name":"Applied Epic","description":"Applied Epic® is an agency management platform that allows agents to manage their business across all roles and locations for both their P&amp;C and Benefits books of business via a single view of the customer with automated capabilities for each stakeholder in the business, while also supporting integrations and acquisitions using open and scalable architecture.\n\nApplied Epic Helps Your Business:  \n\nEmbrace technology with an open and flexible platform. Applied Epic® supports acquisitions and integrations of both Applied and third-party applications to guarantee productivity and profitability as your business needs change.\n\nGive your P&amp;C and Benefits brokers a single place to operate. All roles, locations and lines of business – both P&amp;C and Benefits – can be managed in this platform while giving flexibility for staff to operate with other applications that exchange data directly with Applied Epic.\n\nEmpower your team to work from anywhere in a system they'll love. In just a few clicks, agency staff can view account and policy details, complete a quote, file a claim, and remarket a renewal all while on-the-go. \n\nWork better with your insurer partners. Connect with insurer partners right from your daily workflow to save time servicing customers. Without ever leaving your core system, you can find the best products quickly and easily and exchange policy details.\n\nMeet your customers wherever they are. With the ability to seamlessly integrate with your online client portal and mobile app, you can help customers help themselves through 24/7 access to the policy information in your management system.\n\nApplied Epic provides end-to-end customer lifecycle management with a single view of the business, a simple, intuitive user experience, flexibility to integrate Applied and third-party applications as the business and trends change, integrated insurer connectivity and market access.\n\nApplied Epic helps you meet your needs:\n\nMore automation and visibility across more agency roles and lines of business that creates productivity and keeps operational cost low.\n\nSoftware made for the insurance industry, but looks and behaves like the easy, intuitive and simple apps and online services that I use daily.\n\nFlexibility to grow and have peace of mind that technology can integrate with other technology as needs and trends change.\n\nMarket access and a process within my daily workflow to connect with insurer partners.\n\nWith Applied Epic you can reduce operating costs and gain greater business insights, increase employee productivity and satisfaction, build an agile technology strategy on an open and secure platform, and foster better insurer relationships and save time servicing customers.\n\nThe platform provides core capabilities to automate sales and servicing workflows, deliver online customer experiences, and connect more closely with insurer partners. It provides flexibility and ease for integrations so agencies can easily plug third-party applications into the platform to meet the needs of their staff, customers and partners. Applied Epic delivers open architecture, rapid innovation, access to data and simple user experiences to create productivity, simplicity, intelligence and value for agencies at each stage of the customer lifecycle.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/a5971c43-112a-499c-991a-611c85f0740a.png","url":"https://www.getapp.ca/software/122115/applied-epic","@id":"https://www.getapp.ca/software/122115/applied-epic#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.getapp.ca/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":4.2,"bestRating":5,"ratingCount":141},"offers":{"price":"1000","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Windows, Windows on premise, Linux on premise"},{"@id":"https://www.getapp.ca/compare/9899/122115/athena-insurance-broking-system-life/vs/applied-epic#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Insurance Software","position":2,"item":"/directory/664/insurance/software","@type":"ListItem"},{"name":"Athena vs Applied Epic","position":3,"item":"https://www.getapp.ca/compare/9899/122115/athena-insurance-broking-system-life/vs/applied-epic","@type":"ListItem"}]}]}
</script>
