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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.

What's New in Applied Epic for Salesforce

  • A diagram with a woman in the center and arrows circulating around her pointing to a blue cloud, a blue building, a blue laptop, and a blue smart phone
    Spring 2022
    Account Relationships
  • A diagram with a woman in the center and arrows circulating around her pointing to a blue cloud, a blue building, a blue laptop, and a blue smart phone
    Spring 2022
    Bi-Directional Benefit Plan Information
  • A diagram with a woman in the center and arrows circulating around her pointing to a blue cloud, a blue building, a blue laptop, and a blue smart phone
    Spring 2022
    Company (Carrier) Integration
  • An icon with a blue hand under an outline of a woman with three vertical lines above her head
    Winter 2022
    Applied Epic Marketing Submission Integration
  • An icon with a blue hand under an outline of a woman with three vertical lines above her head
    Winter 2022
    Broker Account Integration
  • An icon with a blue hand under an outline of a woman with three vertical lines above her head
    Winter 2022
    Producer/Broker Commissions Integration
  • A geometric lightbulb icon with an electric blue circular gear icon in the center and three short vertical lines above it
    Fall 2021
    Agency Defined Categories
  • An electric blue document icon overlapping a transparent document icon with a circular plus sign icon overlapping the top left corner of botch documents
    Fall 2021
    Employee Benefits Policy and Line Defaults, Line Level Servicing and Plan Tab
  • An icon of two electric blue cupped hands with a caduceus in between the hands
    Summer 2021
    Applied Epic Benefits Integration
  • An electric blue document icon overlapping a blank document, showing a report with an upward trending line graph and bar graph, along with a magnifier glass hovering over the upper right corner of the graphs
    Summer 2021
    Benefits-Specific Reporting and Dashboard
  • An electric blue clock icon with an arrow circulating it
    Summer 2021
    Integrated Real-Time Plan Modeling

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