Applied Epic for Salesforce
Applied Epic for Salesforce connects Salesforce with Applied Epic for insurance sales and servicing teams.
What Applied Epic for Salesforce is
Applied Epic for Salesforce connects Salesforce with Applied Epic for insurance sales and servicing teams. The integration exchanges accounts, contacts, policies, activities, attachments, benefits plan details and attributes, commission schedules, and service plans through one-way or bidirectional flows. Converted leads can create account, contact, and opportunity records in Applied Epic. Renewals can become open opportunities based on days before expiration, premium, line of business, and policy status. Built natively on Salesforce, it is designed for Sales Cloud, Service Cloud, Financial Services Cloud for Insurance, Marketing Cloud, and Community Cloud. Agencies can configure the application around their structure and access more than 5,000 Salesforce AppExchange apps. Dashboards and more than 50 insurance reports cover P&C and Benefits books. Applied Benefits Designer supports real-time plan modeling and comparisons with templates. Applied Systems states that Applied Epic is covered by semi-annual SOC 2 Type 2 audits and certified ISO/IEC 27001:2013 compliant. Pricing is available by contacting Applied Systems.
Good
- One-way or bidirectional data exchange
- Native support for multiple Salesforce clouds
- Automated lead and renewal workflows
- More than 50 insurance reports
- Real-time benefits plan modeling
Watch out
- Pricing is available only by contacting Applied Systems
- Web platform only
- Requires Salesforce and Applied Epic environments
Who it suits
It suits insurance agencies whose sales and servicing teams use Salesforce and Applied Epic together. Agencies needing lead, renewal, reporting, and benefits-modeling workflows can consider it.
Verdict
Applied Epic for Salesforce links insurance data and workflows across two platforms, with configurable Salesforce support, lead and renewal automation, and reporting. Prospective customers must request pricing from Applied Systems.
Plans and prices
From Applied Epic for Salesforce's own pricing page, checked 21 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Applied Epic for Salesforce | Priced on request | Salesforce and Applied Epic required · Salesforce-native deployment · Contact Applied Systems for pricing |
The facts
Each one read from Applied Epic for Salesforce's own pages, with the date it was checked.
What it does
- Activity management
- Activities can originate in either system, synchronize between them, and be managed by work type and employee.checked 21 Oct 2026
- API documentation
- Applied's Dev Center documents REST APIs, credential generation, sandbox testing and production-application requests.checked 21 Oct 2026
- API production access
- Production API credentials require Applied approval and submission of organization, enterprise and Epic database information.checked 21 Oct 2026
- Attachment handling
- The product supports previewing, downloading, managing and uploading Epic documents at account and policy level.checked 21 Oct 2026
- Benefits modeling
- Applied Benefits Designer is integrated for real-time benefits plan creation, comparison and renewal modeling.checked 21 Oct 2026
- Benefits release
- The June 29, 2021 Summer release added benefits data, plan modeling, benefits reporting, broker-account integration and Salesforce security controls.checked 21 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.checked 4 Oct 2026
- Data synchronization
- Accounts, contacts, policies, activities, attachments, benefits details, commission schedules and service plans can move one way or bidirectionally between Epic and Salesforce.checked 21 Oct 2026
- Documentation depth
- The public legacy help site exposes version-specific help files for Epic 2013, 2014 and 2016 editions.checked 21 Oct 2026
- Industry coverage
- The product supports both property-and-casualty and employee-benefits insurance operations.checked 21 Oct 2026
- ISO compliance
- Applied Systems states that Applied Epic is certified as ISO/IEC 27001:2013 compliant.checked 4 Oct 2026
- Launch news
- Applied announced the Salesforce AppExchange launch of Applied Epic for Salesforce on June 24, 2020.checked 21 Oct 2026
- Lead automation
- Converted leads can be pushed into Applied Epic to establish account and contact details and create an opportunity.checked 4 Oct 2026
- Lead conversion
- Converted Salesforce leads can create Epic account and contact records plus an opportunity.checked 21 Oct 2026
- Limit: API access
- Supergood reports that production API use requires Applied approval and an agency-side SDK/API license, while deeper functionality still depends on the legacy .NET SDK.checked 21 Oct 2026
- Limit: Capterra reviewers
- Repeated complaints include a clunky, click-heavy interface, difficult setup and training, slow workflows and high cost for smaller brokerages.checked 21 Oct 2026
- Limit: TrustRadius reviewers
- Users report repetitive application questions, extra steps, difficult onboarding, awkward reports, weak integrations and high price.checked 21 Oct 2026
Where it runs
- 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.checked 4 Oct 2026
- AppExchange extensibility
- Agencies can configure fields and workflows and use more than 5,000 Salesforce AppExchange apps.checked 21 Oct 2026
The company
- Company facts
- LinkedIn lists Chicago, Illinois headquarters, 1,001–5,000 employees and a 1983 founding year.checked 21 Oct 2026
- Company legal name
- Crunchbase identifies the legal entity as Applied Systems, Inc.checked 21 Oct 2026
- Company ownership
- Crunchbase lists Applied Systems as acquired by Hellman & Friedman and privately held.checked 21 Oct 2026
- Founded
- 1983checked 28 Sep 2026
- Headquarters
- University Park, Illinois, United Stateschecked 28 Sep 2026
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