Applied Epic for Salesforce

6.0easy start · #20 of 27
in Insurance CRM Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on Web.

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Applied Epic for Salesforce is ranked #20 of 27 in insurance CRM software on The Geeks Club. 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: Yes
Renewal tracking: Yes
Agent management: Yes

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The record

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.
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.
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.
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.
Lead automation: Converted leads can be pushed into Applied Epic to establish account and contact details and create an opportunity.
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.
Reporting: The product includes dashboards and more than 50 insurance reports for P&C and Benefits books of business.
Benefits modeling: Integrated Applied Benefits Designer supports real-time plan modeling and comparisons using plan templates.
Security: Applied Systems says Applied Epic is in scope for its semi-annual SOC 2 Type 2 audits, which cover security, availability, and confidentiality.
ISO compliance: Applied Systems states that Applied Epic is certified as ISO/IEC 27001:2013 compliant.
Support: Applied Systems directs customers to contact support through the Applied Community.
Pricing: The product page invites prospective customers to contact Applied Systems to learn more and does not display a price.
Founded: 1983
Headquarters: University Park, Illinois, United States

Where it ranks on The Geeks Club

Best Insurance CRM Software in 2026#20 of 27

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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