Why agencies look at switching from Applied Epic
We don't know your contract or your invoice, so we won't guess at what you pay or what your plan includes. Your own paperwork is the source of truth. What we can tell you is what usually makes an agency start looking at any system:
- Per-user or per-agent pricing that grows every time you hire a producer or a service rep
- Plan tiers where the feature you need sits one level up
- Add-on modules for rating, commissions, certificates or a client portal, each priced separately
- Data ownership — where your book lives, and what you can take with you if you leave
- Support — a ticket queue, or someone who knows what a bad renewal week looks like
- Branding — whether clients see your agency or someone else's name
If none of those bother you today, you probably don't need to switch. If one of them does, the checklist below helps you put real numbers next to it.
Questions to ask before your next renewal
- What is the total I pay each month today, including every module, seat and add-on?
- What would that total be with two more producers?
- What does my contract say about term, renewal and data export?
Write the answers down first. Whatever you decide, you will be negotiating from numbers instead of impressions.
What to evaluate in any replacement
Fill in the Applied Epic column from your own contract and invoice, and ask every vendor you talk to (including us) the same questions.
| Question | Your current system (Applied Epic) | DarkHorse AMS |
|---|---|---|
| All-in monthly cost for your headcount | Fill in from your invoice | $250/month, flat |
| What changes when you add a producer | Fill in | Nothing; no per-agent pricing |
| Setup or data-migration fees | Fill in | One-time fees only for data migration or email setup, quoted upfront |
| Where your data lives; export on request | Fill in | On a server deployed for your agency; you own your data |
| Quoting | Which lines and carriers? | Rater for personal auto and home; commercial via Quotamation or optional Bold Penguin under your own contracts |
| Commission statements and splits | Fill in | Statements parsed, producer splits calculated |
| Certificates of insurance | Fill in | ACORD 25, issued by staff or by clients from the portal |
| Carrier downloads | Fill in | IVANS downloads and document harvesting |
| Client portal and branding | Fill in | Client portal; white-label with your logo, colors and name |
| Who answers when something breaks | Fill in | A direct line to the agency owners who build it |
| Third-party contracts you still need | Fill in | Your own Quotamation API contract and any Bold Penguin appointment |
What we can stand behind about DarkHorse AMS
- $250 per month, flat. No per-agent pricing and no tiers. See what's included.
- One-time fees only for data migration or email setup, quoted upfront.
- Your own server, your own data. The system runs on a server deployed for your agency, and the agency owns its data.
- White-label. Your logo, colors and agency name on every screen and email.
- Built by working agency owners and used every day at Signature Insurance, an independent agency in Kentucky. Our story.
- Quoting: a comparative rater for personal auto and home. Commercial quoting goes through Quotamation or, optionally, Bold Penguin, under your own contracts.
- Everything else in the core platform: ACORD 25 certificates, IVANS carrier downloads, a client portal, and commission statement parsing with producer splits.
Who it isn't for: health-only agencies. DarkHorse AMS is built for independent property & casualty agencies.
How moving from Applied Epic works
- Send us an export. Export what Applied Epic lets you export — clients, policies, notes, open leads, whatever is available — and send it to us.
- We tell you exactly what comes across. You get a plain list of what will and won't transfer before you commit to anything.
- We deploy your system on your own server, branded as your agency, with your carriers, quoter and integrations wired in.
- We import and reconcile. Counts in the new system are checked against your export so you can see they match.
Every system differs in what it lets you export, which is why we start from your actual file instead of promising a one-click move. Send us an export and we'll tell you what comes across.
DarkHorse AMS is independent and is not affiliated with or endorsed by Applied Epic. Applied Epic and all other product names belong to their respective owners.
Other systems you may be comparing: AMS360, HawkSoft, EZLynx, AgencyZoom. Or see the full comparison guide and how switching works.
Frequently asked questions
Can you migrate my data out of Applied Epic?
Send us an export and we'll tell you what comes across. We start from your actual export file and list exactly what will and won't transfer before you commit.
How does DarkHorse AMS pricing differ from per-user pricing?
DarkHorse AMS is $250 per month, flat. There is no per-agent pricing, so adding a producer doesn't change the bill. One-time fees apply only for data migration or email setup and are quoted upfront.
Do I own my data?
Yes. The system runs on a server deployed for your agency and the agency owns its data.
Is DarkHorse AMS affiliated with Applied Epic?
No. DarkHorse AMS is independent and is not affiliated with or endorsed by Applied Epic or its owner.
See DarkHorse AMS running
$250/month flat. Deployed on your own server, branded as your agency. Talk to an agency owner, not a sales rep.
Book a demo → See pricing