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 is for
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 is good
- 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
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.
Get started with Applied Epic for Salesforce
- 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.
Questions about Applied Epic for Salesforce
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.
Applied Epic for Salesforce plans and pricing
All plansCompared on insurance CRM software
- Sales pipelines
- Yes
- Renewal tracking
- Yes
- Agent management
- Yes
