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Applied Epic® for Salesforce® - Insurance Agency Management
The leading insurance sales and marketing app
- 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
Highlights
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.
Provider Details
Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and the innovation leader, Applied is the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada, the Republic of Ireland, and the United Kingdom. By automating the insurance lifecycle, Applied’s people and products enable millions of people around the world to safeguard and protect what matters most.
Pricing Details
Please contact your Applied sales representative for more info on Applied Epic for Salesforce pricing at (800) 999-5368. In addition to the monthly per user fee, there are other components that make up the pricing structure for this product.
Default Plan
$49 USD/user/month