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We combined the #1 agency management system with the #1 CRM platform. Applied Epic for Salesforce™ is the only sales and marketing application in the industry that supports P&C and Benefits and allows your sales and servicing teams to work together efficiently in two separate, but completely synced, platforms.

What's New in Applied Epic for Salesforce

  • Spring 2022
    Account Relationships
  • Spring 2022
    Bi-Directional Benefit Plan Information
  • Spring 2022
    Company (Carrier) Integration
  • Winter 2022
    Applied Epic Marketing Submission Integration
  • Winter 2022
    Broker Account Integration
  • Winter 2022
    Producer/Broker Commissions Integration
  • Fall 2021
    Agency Defined Categories
  • Fall 2021
    Employee Benefits Policy and Line Defaults, Line Level Servicing and Plan Tab
  • Summer 2021
    Applied Epic Benefits Integration
  • Summer 2021
    Benefits-Specific Reporting and Dashboard
  • Summer 2021
    Integrated Real-Time Plan Modeling

Want to learn more about Applied Epic for Salesforce?