Applied Epic® for Salesforce®
Insurance Agency Management
By Applied Systems Insurance SolutionsProductivity
- Rating
- 5.0
- Reviews
- 3
- Pricing
- Paid
- From $49 per user per month
- Listed since
- 2020
About Applied Epic® for Salesforce®
The leading insurance sales and marketing app
NEW! P&C and Benefits Management: Manage all lines of business in a single, integrated system. Seamlessly exchanges P&C and benefits data between systems. 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, this insurance app 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 FSC to integrate policy term lines and agency structure.
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.
Purpose-Built Data Model: Includes account, policy and Applied Epic attachment components.
Activity Management: Keep front-office and back-office staff on the same page with leads and reports/dashboards.
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.
Screenshots and videos
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Pricing
Paid, from $49 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $49 per user | Monthly |
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.
Compatibility
- Salesforce editions
- Enterprise
- Unlimited
- Performance
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on January 28, 2020
- Industries
- Financial Services
- Languages
- English
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