Give your sales and marketing the power of Salesforce™ while keeping the rest of your business informed in Applied Epic®

Applied Epic for Salesforce delivers more visibility between Applied Epic and Salesforce to create more efficient submission management and simplified document and agency structure management.

Take a Look at What’s New

Communication is key. Deeper integration with Applied Epic enables you to better communicate prospect needs when creating a marketing submission. You can also more quickly and efficiently assign staff to servicing roles on accounts.

Enhance Connectivity with Your Back Office

Gain valuable insights into projected commissions with information from Producer/Broker Commission within Applied Epic for Salesforce.

Gain Visibility into your Business

Move through your daily workflow faster with less clicks and better search capabilities. You can now drag and drop multiple attachments at the same time in the document upload area, as well as filter account details and agency structure assignments.

Better Manage and Organize Data

The market demanded for us to build a connection from Applied Epic to Salesforce – and we have answered. Applied Epic for Salesforce connects the world’s most widely used agency management system with the world’s #1 CRM platform so that your sales and servicing staff can work together efficiently via the automated transfer of data and activity notifications. So while sales focuses on selling the business of insurance, servicing can keep customers happy and protected.

Connecting Two #1s

As agencies become more sophisticated in how they sell and market insurance, they require new technology designed specifically to manage prospecting, pipeline, and renewals. But that doesn’t change the backbone of an agency and their management system foundation.

Empowering Customers

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What's New in the Latest Release

Applied Epic for Salesforce

Renewal Automation

Enhanced Ownership Logic

Custom Account Record Types

Person Account Integration

Take the stress out of renewals by automating the process. Prior to expiration, schedule renewals to automatically become open opportunities based on several criteria including, days before expiration, structures, premiums, lines of business and policy status.

Enhance visibility of your records with a more comprehensive view when updating Tasks, Opportunities, Lines and Policies within Applied Epic for Salesforce.

Expand your agency’s data organization in Salesforce by customizing accounts in a way that makes sense for your business process, while syncing that data to the Applied Epic Individual and Business account types.

Ensure consistent records in both your Salesforce and your Applied Epic applications by syncing custom account records, including Person Accounts, in Salesforce with Individual Accounts in Applied Epic.

Producer/Broker Commissions Integration

Drag and Drop Multiple Attachments

Enhanced Filters

Applied Epic Marketing Submission Integration

Servicing Role Enhancements

Applied Epic Marketing Submission Integration

Better communicate prospect needs for submissions when a marketing submission is created in Salesforce with more visibility for Applied Epic users into new and renewal opportunities, quotes and proposals.

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Enhanced Filters

Filter data imported from Applied Epic to Salesforce, including by Accounts (Type, Type of Business, Forgotten, and Status), as well as by agency structures.

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Drag and Drop Multiple Attachments

Add multiple attachments – up to 25 at a time – with the drag and drop feature, saving time from managing individual document uploads.

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Producer/Broker Commissions Integration

Gain visibility into projected commissions by integrating Producer/Broker Commission information on lines within Applied Epic for Salesforce.

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Servicing Role Enhancements

More easily assign specific servicing roles to staff when creating an account.

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