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Sales and marketing are getting more sophisticated – targeting needs to be more precise, lead funneling more focused, and pipeline (including renewals!) management even more scientific. More sales organizations are turning to robust CRM technologies to take the next steps in advancing their sales operations, but still want to remain connected to the core business operations. So we combined the #1 agency management system with the #1 CRM platform. Applied Epic for Salesforce™ is the only sales and marketing application in the industry that supports P&C and Benefits and allows your sales and servicing teams to work together efficiently in two separate, but completely synced, platforms. So while sales focuses on selling the business of insurance, servicing can keep customers happy and protected. Give your sales and marketing teams the power of Salesforce while keeping the rest of your business running in Applied Epic.

Key Benefits

  • A circular web diagram with a male icon in an electric blue center

    Make both Salesforce and a management system work for your business

    Get the most value from your investments in Salesforce and Applied Epic. Thanks to a tight integration between the two systems, you can manage updates to both systems in Applied Epic for Salesforce, saving you time and money.

  • An icon of a dark blue building with a male icon at the bottom left and a black arrow curved around the building, pointing from the male to a woman icon on the top right corner of the building

    Keep your P&C and Benefits brokers happy

    Get the most out of connectivity and automation for both your P&C and Benefits books of business. Your teams no longer need to live in completely separate applications and can instead benefit from a single view of your entire customer base to make cross-selling and upselling that much simpler.

  • A laptop icon with a dark blue screen with apps on it and a smart phone icon overlapping the top right corner of the laptop

    Customize the application to suit your agency’s needs

    Work the way that works for you. Configure the application to show the fields and data model that matches your business structure in Applied Epic. Plus, access more than 5,000 apps in the AppExchange.

  • A black key icon with two arrows circulating it

    Set the rules to trigger all the right steps

    Push converted leads from Applied Epic for Salesforce into Applied Epic to establish account and contact details plus create an opportunity. By automating sales operations, your team can have more time to focus on selling and servicing customers.

  • An icon with a blue hand under an outline of a woman with three vertical lines above her head

    Keep your book of business strong and growing

    Determine how much new business you are bringing in and keeping through robust data analytics capabilities. Dashboards provide insights into how your team is performing while the more than 50 reports at your disposal show the health of your book of business.


  • Applied Epic and Salesforce Integration

    Seamlessly exchange data for accounts, contacts, policies, activities, and attachments plus benefits plan details and attributes, commissions schedules, service plans and more with a tight integration between Salesforce and Applied Epic. Data can flow one-way or bi-directionally between systems based on the unique requirements of your business.

  • Purpose-Built Data Model

    Benefit from a purpose-built data model that has account, policy and Applied Epic attachment components. The application data model also maps organizational structure by agency, branch, department, and profit center, and aligns employee roles and security rights established in Applied Epic with Salesforce. The data model also supports Benefits specific fields, including plan information, employee class, rates, TPA and benefit items.

  • Real-Time Benefits Plan Modeling

    Have more meaningful, real-time plan comparison conversations. Take advantage of natively integrated plan modeling capabilities via Applied Benefits Designer to develop new business and renewal plans using plan templates and to compare the right quotes for your customers.

  • Reports and Dashboards

    Gain full insight into how sales and servicing teams are performing through detailed producer and manager dashboards. Access 50+ out-of-the-box insurance reports for both your P&C and Benefits books to quickly review the health of your books of business, upcoming renewals, and opportunities to determine how much new business you are bringing and keeping in your business.

  • Cloud Choice

    Choose the right cloud for you. Built 100% natively on Salesforce, Applied Epic for Salesforce is designed to work across all Salesforce clouds, including Sales Cloud, Service Cloud, Financial Services Cloud (FSC) for Insurance, Marketing Cloud, and Community Cloud. Specific integrations have been built with Financial Services Cloud to integrate policy terms lines and agency structure.

  • Activity Management

    Keep front-office and back-office staff on the same page with bi-directional activity data exchange. Activities can be managed at the work type and employee level, and can be initiated in either system, synced, and accessed by both sales and service reps so they can deliver a consistent message to prospects and customers.

  • Insurance Lead Management

    Push a converted lead from Applied Epic for Salesforce into Applied Epic to establish account and contact details plus create an opportunity.

  • Renewal Management

    Take the stress out of renewals by automating the process. Schedule renewals to become open opportunities within Applied Epic based on criteria you’ve established, including days before expiration, structures, premiums, line of business and policy status.

Ready to Learn More?

When you’re ready to learn more about leveraging advanced insurance software and solutions to build a better insurance business, we’re here to help.