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Applied Epic® for Salesforce® - Insurance Agency Management

The leading insurance sales and marketing app

Overview

Applied Epic for Salesforce connects the world’s most widely used insurance agency management system with the #1 CRM, allowing P&C and Benefits-focused sales & servicing staff to work together via the automated transfer of data and activity notifications

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  • Sales and Marketing Focus: Get your sales and marketing team in a system that provides the workflows and management to generate new pipeline and retain renewals with ease.

  • Data Analytics: Gain insights from any data point in Salesforce, and then set up alerts and automate workflows based on these data points

  • Freedom & Flexibility: Customize workflows to fit your agencies’ needs. Build out your tech strategy with access to more than 5K apps in the AppExchange.

NEW! P&C and Benefits Management: Manage all lines of business in a single, integrated system. Seamlessly exchanges P&C and benefits data between systems. Benefits agents can also leverage Benefits-specific capabilities to manage benefits plan details and attributes, commission schedules and services plans natively in Salesforce. Cloud choice: Built 100% natively on Salesforce, this insurance app is built 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 FSC to integrate policy term lines and agency structure. Applied Epic and Salesforce Integration: Fully integrate Salesforce with Applied Epic through this application to exchange data for Accounts, Contacts, Policies, Activities, Attachments and more. Data can flow one-way or bi-directionally between systems based on the unique requirements of your business. Purpose-Built Data Model: Includes account, policy and Applied Epic attachment components. Activity Management: Keep front-office and back-office staff on the same page with leads and reports/dashboards.

Categories

Business Needs
Productivity
Industries
Financial Services
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package