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2021 Digital Technology Adoption Survey: Discover the Key Insights from The Report    View Now

The days of pulling out your rolodex or attending local events to network for new clients are few and far between. Instead, you need real-time access to sales data that can make your prospecting more targeted and opportunity management more effective. But that doesn’t change the backbone of an agency and their management system foundation. It means tying the power of the world’s #1 CRM Platform Salesforce to the power of a management system so your sales and servicing staff can work together efficiently via the automated transfer of data and activity notifications. So, while sales focus on selling the business of insurance, servicing can keep customers happy and protected.

Instead, your business needs an open platform that gives each person in the agency a complete view of clients and prospects to access and act upon – regardless of line of business.

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Why Using Salesforce Matters to Your Business

  • Connect the world’s most widely used management system with the #1 CRM platform

    Integrate your back office with the industry’s only sales and marketing application built on Salesforce. Automate processes and sync data in real time between the two systems. Take advantage of an extensive data model that is pre-built with insurance-specific components, roles, organization structures, and security assignments that align with Applied Epic.

  • Accelerate sales and marketing without losing operational visibility

    Empower your sales and marketing staff to manage leads and renewals in a system designed for opportunity management, activity tracking and reporting while keeping data synced for your back-office staff to stay informed.

  • Operate better with actionable insights

    Use data to drive better business decisions. Easily create and distribute custom reports based on any data point in Salesforce, plus set up alerts and activities to drive action.

  • Build your technology strategy, your way

    Customize workflows, fields and the user experience to meet the needs of your business. Tap into the open architecture of Salesforce to extend Applied Epic and access 5,000+ apps in the App Exchange to further build out your technology stack.

What the Numbers Say

  • 44%

    more leads

    Source: Salesforce

  • 45%

    increase in customer retention

    Source: Salesforce

  • 37%

    increase in sales revenue

    Source: Salesforce


What It Takes to Be a Digital Agency

Hear your peers’ perspectives on what it means to be a digital business.

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Ready to Learn More?

When you’re ready to learn more about leveraging advanced insurance software and solutions to build a better insurance business, we’re here to help.