ModelsAgree

AI ranking change · 2026-07-26

Applied Epic overtakes HawkSoft as Claude's #1 pick

for insurance agency management system for independent brokers

HawkSoftApplied Epic

On 2026-07-26, Claude changed its #1 recommendation for best insurance agency management system for independent brokers — dropping HawkSoft from the top spot in favor of Applied Epic. The previous #1 had held since 2026-07-26.

The dominant browser-based AMS for independent P&C brokerages, with deep IVANS download integration, real-time carrier connectivity, robust workflow/task automation, and strong document management; scales from midsize agencies to large multi-location brokers and integrates cleanly with Applied's rating and analytics stack.Claude

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