Applied Epic for Salesforce

C tier on Insurance CRM SoftwareScore 5.9 · #17 of 27

Android app: Not listed
Free plan: No
Runs on: Web

www1.appliedsystems.com

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Summary

Applied Epic for Salesforce is ranked #17 of 27 in insurance CRM software on Everything Xiaomi. It runs on Web.

Applied Epic for Salesforce plans and pricing

All plans

Applied Epic for Salesforce Not published Pricing available by contacting Applied Systems www1.appliedsystems.com · 4 Oct 2026

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