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Applied Epic® for Salesforce® - Insurance Agency Management

By Applied Systems Insurance Solutions

The leading insurance sales and marketing app

$49   USD/user/month
Industries
Financial Services
Business Need
Productivity

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

  • Applied Epic® for Salesforce® - Insurance Agency Management

Compatibility

Salesforce Editions
Enterprise
Unlimited

App Details

Version
Applied Epic For Salesforce/Applied Epic For Salesforce 1.83.0
Listed On
03/16/2020
Latest Release
03/03/2022
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 33
Custom Tabs: 19
Custom Apps: 2
Lightning Components
Global: 25
App Builder: 4
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.83.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/28/2020

Additional Details

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.

Need help?

Applied Systems Insurance Solutions

University Park, IL

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