Applied Epic for Salesforce

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What Applied Epic for Salesforce is

Applied Epic for Salesforce links Salesforce with Applied Epic so insurance sales and servicing teams can work across the two platforms. It exchanges accounts, contacts, policies, activities, attachments, benefits plan details and attributes, commission schedules, and service plans, with data moving in one or both directions. Converted leads can be sent to Applied Epic to establish account and contact details and create an opportunity. Renewals can open opportunities according to settings such as days before expiration, premium, line of business, and policy status. Built natively on Salesforce, it is designed for Sales Cloud, Service Cloud, Financial Services Cloud for Insurance, Marketing Cloud, and Community Cloud. Agencies can configure it for their business structure and access more than 5,000 Salesforce AppExchange apps. Reporting includes dashboards and more than 50 insurance reports for P&C and Benefits books. Integrated Applied Benefits Designer supports real-time plan modeling and comparisons using templates. Pricing is available on request. Applied Systems says Applied Epic is in scope for semi-annual SOC 2 Type 2 audits and is certified as ISO/IEC 27001:2013 compliant.

Who it suits

It suits insurance agencies whose sales and service teams use Salesforce alongside Applied Epic. The lead, renewal, reporting, and benefits modeling tools cover both P&C and Benefits workflows.

What it does well

Moves data one way or bidirectionally between platforms
Converts leads into Applied Epic opportunities
Creates renewal opportunities using configurable criteria
Includes more than 50 insurance reports
Supports real-time benefits plan comparisons

What to know first

Web platform only
Pricing requires contacting Applied Systems

Plans

Plan	Billed and limits	Price
Applied Epic for Salesforce	Contact Applied Systems for pricing · Salesforce and Applied Epic required · Salesforce-native deployment	On request

As www1.appliedsystems.com lists them, read 21 Oct 2026. The maker's own page has the final word.

Getting started

Visit the Applied Epic for Salesforce website.
Contact Applied Systems to learn more and ask about pricing.
Use the web application with a supported Salesforce cloud.
Contact support through the Applied Community.

Verdict

Applied Epic for Salesforce connects insurance workflows across Salesforce and Applied Epic, with lead conversion, renewal tracking, and reporting. Agencies should request pricing to assess its fit.

Questions

How much does Applied Epic for Salesforce cost?

Pricing is available by contacting Applied Systems; no price is displayed.

What platforms does it support?

The listed platform is web.

Which Salesforce clouds is it designed for?

It is designed for Sales Cloud, Service Cloud, Financial Services Cloud for Insurance, Marketing Cloud, and Community Cloud.

What information can it exchange?

It can exchange accounts, contacts, policies, activities, attachments, benefits plan details and attributes, commission schedules, and service plans, with one-way or bidirectional flows.

What reports and modeling tools are included?

It includes dashboards and more than 50 insurance reports for P&C and Benefits books of business. Applied Benefits Designer supports real-time plan modeling and comparisons using plan templates.

What security certifications or audits are stated?

Applied Systems says Applied Epic is in scope for semi-annual SOC 2 Type 2 audits covering security, availability, and confidentiality, and is certified as ISO/IEC 27001:2013 compliant.

Facts from Applied Epic for Salesforce's own pages

Activity management: Activities can originate in either system, synchronize between them, and be managed by work type and employee. · www1.appliedsystems.com, 21 Oct 2026
API documentation: Applied's Dev Center documents REST APIs, credential generation, sandbox testing and production-application requests. · devcenter.myappliedproducts.com, 21 Oct 2026
API production access: Production API credentials require Applied approval and submission of organization, enterprise and Epic database information. · devcenter.myappliedproducts.com, 21 Oct 2026
AppExchange: The application can be configured to match an agency’s business structure and provides access to more than 5,000 apps in Salesforce AppExchange. · www1.appliedsystems.com, 4 Oct 2026
AppExchange extensibility: Agencies can configure fields and workflows and use more than 5,000 Salesforce AppExchange apps. · www1.appliedsystems.com, 21 Oct 2026
Attachment handling: The product supports previewing, downloading, managing and uploading Epic documents at account and policy level. · www1.appliedsystems.com, 21 Oct 2026
Benefits modeling: Applied Benefits Designer is integrated for real-time benefits plan creation, comparison and renewal modeling. · www1.appliedsystems.com, 21 Oct 2026
Benefits release: The June 29, 2021 Summer release added benefits data, plan modeling, benefits reporting, broker-account integration and Salesforce security controls. · archive.appliedsystems.com, 21 Oct 2026
Company facts: LinkedIn lists Chicago, Illinois headquarters, 1,001–5,000 employees and a 1983 founding year. · linkedin.com, 21 Oct 2026
Company legal name: Crunchbase identifies the legal entity as Applied Systems, Inc. · crunchbase.com, 21 Oct 2026
Company ownership: Crunchbase lists Applied Systems as acquired by Hellman & Friedman and privately held. · crunchbase.com, 21 Oct 2026
Data integration: The integration exchanges accounts, contacts, policies, activities, attachments, benefits plan details and attributes, commission schedules, and service plans, with one-way or bidirectional data flows. · www1.appliedsystems.com, 4 Oct 2026
Data synchronization: Accounts, contacts, policies, activities, attachments, benefits details, commission schedules and service plans can move one way or bidirectionally between Epic and Salesforce. · www1.appliedsystems.com, 21 Oct 2026
Documentation depth: The public legacy help site exposes version-specific help files for Epic 2013, 2014 and 2016 editions. · appliedsystems.com, 21 Oct 2026
Founded: 1983 · www1.appliedsystems.com, 28 Sept 2026
Headquarters: University Park, Illinois, United States · www1.appliedsystems.com, 28 Sept 2026
Industry coverage: The product supports both property-and-casualty and employee-benefits insurance operations. · www1.appliedsystems.com, 21 Oct 2026
ISO compliance: Applied Systems states that Applied Epic is certified as ISO/IEC 27001:2013 compliant. · www1.appliedsystems.com, 4 Oct 2026
Launch news: Applied announced the Salesforce AppExchange launch of Applied Epic for Salesforce on June 24, 2020. · www1.appliedsystems.com, 21 Oct 2026
Lead automation: Converted leads can be pushed into Applied Epic to establish account and contact details and create an opportunity. · www1.appliedsystems.com, 4 Oct 2026
Lead conversion: Converted Salesforce leads can create Epic account and contact records plus an opportunity. · www1.appliedsystems.com, 21 Oct 2026
Limit: API access: Supergood reports that production API use requires Applied approval and an agency-side SDK/API license, while deeper functionality still depends on the legacy .NET SDK. · supergood.ai, 21 Oct 2026
Limit: Capterra reviewers: Repeated complaints include a clunky, click-heavy interface, difficult setup and training, slow workflows and high cost for smaller brokerages. · capterra.com, 21 Oct 2026
Limit: TrustRadius reviewers: Users report repetitive application questions, extra steps, difficult onboarding, awkward reports, weak integrations and high price. · trustradius.com, 21 Oct 2026