Applied Epic for Salesforce
API—OSS—FREE—DOCS2/5
AE5.0#24 of 27
outWeb—Windows—Mac—Linux—Android—iOS
Ranked in Insurance CRM Software ·No free plan on record
About
Applied Epic for Salesforce is ranked #24 of 27 in insurance CRM software on Inferse. It runs on Web.
Compared on insurance CRM software
- Sales pipelines
- Yeswww1.appliedsystems.com
- Renewal tracking
- Yeswww1.appliedsystems.com
- Agent management
- Yeswww1.appliedsystems.com
Facts
- Purpose
- Applied Epic for Salesforce is an insurance sales and marketing application that connects Salesforce with Applied Epic so sales and servicing teams can work across synced platforms.www1.appliedsystems.com · 4 Oct 2026
- Data integration
- The integration exchanges accounts, contacts, policies, activities, attachments, benefits plan details and attributes, commission schedules, and service plans, with one-way or bidirectional data flows.www1.appliedsystems.com · 4 Oct 2026
- Salesforce clouds
- Built natively on Salesforce, the product is designed to work with Sales Cloud, Service Cloud, Financial Services Cloud for Insurance, Marketing Cloud, and Community Cloud.www1.appliedsystems.com · 4 Oct 2026
- AppExchange
- The application can be configured to match an agency’s business structure and provides access to more than 5,000 apps in Salesforce AppExchange.www1.appliedsystems.com · 4 Oct 2026
- Lead automation
- Converted leads can be pushed into Applied Epic to establish account and contact details and create an opportunity.www1.appliedsystems.com · 4 Oct 2026
- Renewals
- Renewals can be scheduled to become open opportunities in Applied Epic based on criteria such as days before expiration, premium, line of business, and policy status.www1.appliedsystems.com · 4 Oct 2026
- Reporting
- The product includes dashboards and more than 50 insurance reports for P&C and Benefits books of business.www1.appliedsystems.com · 4 Oct 2026
- Benefits modeling
- Integrated Applied Benefits Designer supports real-time plan modeling and comparisons using plan templates.www1.appliedsystems.com · 4 Oct 2026
- Security
- Applied Systems says Applied Epic is in scope for its semi-annual SOC 2 Type 2 audits, which cover security, availability, and confidentiality.www1.appliedsystems.com · 4 Oct 2026
- ISO compliance
- Applied Systems states that Applied Epic is certified as ISO/IEC 27001:2013 compliant.www1.appliedsystems.com · 4 Oct 2026
- Support
- Applied Systems directs customers to contact support through the Applied Community.www1.appliedsystems.com · 4 Oct 2026
- Pricing
- The product page invites prospective customers to contact Applied Systems to learn more and does not display a price.www1.appliedsystems.com · 4 Oct 2026
Company
- Founded
- 1983www1.appliedsystems.com · 28 Sept 2026
- Headquarters
- University Park, Illinois, United Stateswww1.appliedsystems.com · 28 Sept 2026
Best Applied Epic for Salesforce alternatives
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Where it ranks on Inferse
- Best Insurance CRM Software in 2026#24 of 27
Sources
- www1.appliedsystems.com/en-us/solutions/for-agents/sales-market· checked 4 Oct 2026
- www1.appliedsystems.com/en-us/security/· checked 4 Oct 2026
- www1.appliedsystems.com/en-us/contact-us/· checked 4 Oct 2026