For Insurers & MGAs

Applied CRM

Find customers, close deals, and grow your agency accounts faster.

Extend your management system and more closely manage your sales pipeline. Built 100% natively in the world’s #1 CRM platform Salesforce, Applied CRM is a cloud-based, analytics-driven CRM built for insurers and MGAs. With Access to Salesforce AppExchange, you can integrate additional applications to further expand your sales and marketing strategy.

For product support or billing-related questions, please call us at 414.446.3999 or email

Key Benefits

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Create a personalized sales journey for every customer

Give buyers seamless, personalized experiences by connecting data across sales, service and marketing.

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Shorten sales cycles

Engage every prospect and customer on their preferred channel, like phone and email, at just the right time. Streamline tasks, focus on proven next steps, and create repeatable success using built-in best practices.

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Extend sales with pre-built apps

Connect the technologies your business needs – whenever you want. Take advantage of the open architecture of Salesforce and the thousands of apps available on the Salesforce AppExchange.

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Maintain a single view of your customer

Fully integrate Applied CRM with your management system to create a complete view of every customer and agency account across your entire organization.


  • Opportunity management

    Get a complete view of your team’s deals with Opportunity Management. See stage, products, competition, quotes and more. Stay connected to the people and information you need to close every sale.

  • Lead management

    Track your leads from click to close, while continually optimizing your campaigns across every channel. Make smarter decisions about where to invest your marketing dollars.

  • Reports and dashboards

    Dashboards offer a real-time picture of your sales at a glance. Dig deeper with detailed reports that anyone can create – and can access from anywhere.

  • Sales forecasting

    Fast, easy, accurate. Get a real-time view into your team’s forecasts. Use in-line editing, override visibility, multicurrency support and more to stay on top of your business.

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.