Applied Epic vs AMS360: compare the work your agency runs
An AMS decision affects how your team works every day. Applied Epic and AMS360 both support agency management, but a feature checklist cannot tell you how well either will handle your particular book, accounting, and service process.
Bring the same examples to both demonstrations: a new commercial account, an endorsement, a renewal, a commission discrepancy, and an owner report. Ask the people who do that work to score the steps, exceptions, and handoffs they see.
Side by side
How the two paths compare
| Decision | Applied Epic | AMS360 |
|---|---|---|
| Agency record | Review client, policy, activity, and document workflows | Review client, policy, activity, and document workflows |
| Accounting | Demonstrate your billing and reconciliation scenarios | Demonstrate the same billing and reconciliation scenarios |
| Connections | Confirm required Applied and third-party connections | Confirm required Vertafore and third-party connections |
| Migration | Obtain a written conversion, training, and validation plan | Obtain a written conversion, training, and validation plan |
| Commercial terms | Request your users, modules, services, and renewal terms | Request the same scope so costs are comparable |
Where each fits
When Applied Epic vs AMS360 fits
Your primary need is a dependable agency record, accounting workflow, and operational reporting.
You are prepared to evaluate data conversion, staff training, and the cost of transition.
You need the vendor to demonstrate exceptions and ongoing service, not only new-account creation.
Where Relay fits
Your AMS choice is settled, but the team still spends time turning client PDFs into applications or proposals.
You want to test one document workflow without starting an AMS replacement project.
Your account managers need answers from client files with sources they can inspect.
The honest take
What we would tell a friend who runs an agency
For an Epic or AMS360 agency, a useful Relay evaluation starts with an actual dec page and a deliverable the team normally prepares. Extract the supported information, review the gaps, and build a draft application or proposal. Compare that process with the current one.
Confirm how reviewed documents and task outcomes return to your agency record. Relay is useful when the complete handoff works, rather than when it simply creates another place to look.
FAQ
Common questions
Which system is best for a commercial agency?+
Use your own account complexity, accounting needs, reporting requirements, and team workflows to decide. Ask each vendor to show those scenarios and obtain the complete implementation scope.
Should we change AMS to reduce document entry?+
First test what your current AMS and existing connections can already do. If the remaining problem is a specific preparation task, evaluate that task separately before committing to migration.
Does Relay replace either AMS?+
Relay supports work around client files, draft deliverables, and configured browser workflows. Keep the agency record, accounting, and reporting requirements central to the AMS decision.
Part of the Relay comparison library. Updated 2026-07-11.
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