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