For Agents

Applied Epic for Salesforce®

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

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.

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, making it the only Salesforce application that allow your P&C- and Benefits- focused sales and servicing staff to 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. Customers can also extend the value of the application by leveraging thousands of third party solutions on the Salesforce AppExchange.

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Key Benefits

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Best of Breed Integration

Connect the world’s most widely used management system for both P&C and Benefits business with the #1 CRM platform in the world.

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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.

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Data Analytics

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

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Freedom & Flexibility

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


  • 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.

  • P&C and Benefits Management

    Manage all lines of business in a single, integrated system. Applied Epic for Salesforce seamlessly exchanges P&C and benefits data between systems so you can use the powerful automation and actionable insights across your entire portfolio. 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, Applied Epic for Salesforce® 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 Financial Services Cloud to integrate policy terms lines and agency structure.

  • Purpose-Built Data Model

    Applied Epic for Salesforce goes beyond the traditional insurance data model, and has created a purpose-built data model that has account, policy and Applied Epic attachment components. The application data model also maps organizational structure by agency, branch, department, and profit center, and aligns employee roles and security rights established in Applied Epic with Salesforce.

  • Activity Management

    Keep front-office and back-office staff on the same page with bi-directional activity data exchange. Activities can be managed at the work type and employee level, and can be initiated in either system, synced, and accessed by both sales and service reps so they can deliver a consistent message to prospects and customers.

  • Reports & Dashboards

    Gain full insight into how your sales and servicing teams are performing through detailed producer and manager dashboards. Utilize 50+ out-of-the-box insurance reports to quickly review the health of your book of business, upcoming renewals, and opportunities to determine how much new business you are bringing and keeping in your business.

  • Insurance Lead Management

    Push a converted lead from Applied Epic for Salesforce into Applied Epic to establish account and contact details plus create an opportunity.

Ready to Learn More?

Applied is ready to help you learn more about leveraging advanced insurance software and solutions to build a better insurance business.