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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

  • An electric blue file folder icon with two documents sticking out
    October 2022
    Attachment Component Preview
  • 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

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