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Applied Epic® for Salesforce® - Insurance Agency Management
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
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The solution our company needed
There is no shortage of CRM’s in the market today but when it comes to specific functionality for insurance agencies it’s a different story. Our goals were to not only help our producer force manage their pipeline across all stages but to also improve service team efficiency and the overall customer experience. After an extensive review of available tools, our search process led us to Applied Epic for SalesForce (AESF) and to this point, it has met or exceeded those needs. We are excited to continue down this path to create a best-in-class experience for our customers.
Focus on clients rather than data entry
We’ve been looking for a CRM that would allow us to easily track our prospects, but we kept running into the problem of having to double/triple enter information into EPIC. When Applied Epic for Salesforce was released, it was a no brainer. Our team can now enter their prospects once, and the data (notes, correspondence, etc.) will carry over to EPIC once the account is bound. In addition, the reporting features in Salesforce have been great. Our team can track their books in real time which allows them to make sure they’re hitting their goals weekly, monthly, and annually. In short, our team can manage their pipeline without being bogged down with hours of data entry, allowing them to focus on what matters most, our clients.
Challenging the Status Quo with simple integration for pipeline management
After a failed attempt to build our own “insurance brokerage/agency-friendly” program on Salesforce, we were excited to learn Applied Systems had developed Applied Epic for Salesforce after the Tech-Canary acquisition. Of all the various integrations in which our company has participated, this has been one of the most straightforward processes for our team. From Training and Integration to Support, we have received assistance second to none with Applied Systems. With the integration of Applied Epic for Salesforce, we now can analyze our sales data in an enhanced way, allowing our agency to continue to provide exceptional service to our clients and colleagues.