Applied Epic for Salesforce
Applied Epic for Salesforce: A focused Salesforce front office for agencies already running Applied Epic. Ranked #8 of 29 in Insurance CRM Software by our editors (8.5/10); pricing: Pricing on request; best for applied Epic users adding Salesforce CRM.
At a glance
- Editor score8.5 / 10
- PricingPricing on request
- Best forApplied Epic users adding Salesforce CRM
- Sales pipelinesYes
- Founded1983 · University Park, Illinois, United States
- Facts checked20 Sep 2026
Where it wins
- Bi-directional synchronization between Applied Epic and Salesforce
- Insurance-specific accounts, policies, attachments and benefits data
- Renewal scheduling, producer dashboards and 50+ insurance reports
Where it doesn't
- Pricing uses a contact-sales model
- The listed platform is web rather than a mobile app
- Workflows center on Salesforce, Applied Epic and Applied Benefits Designer
Our verdict on Applied Epic for Salesforce
Applied Epic for Salesforce is an insurance-focused sales and marketing application built natively on Salesforce. It is designed for insurance agencies and brokerages that want producer, servicing and front-office teams to work in Salesforce while staying connected to Applied Epic back-office operations. The product supports P&C and benefits workflows, with insurance-specific account, policy, attachment and benefits data models alongside lead, opportunity, renewal and activity management.
Its clearest strength is the connection between the two core systems. Bi-directional synchronization links Applied Epic and Salesforce data, while leads can convert into Applied Epic accounts, contacts and opportunities. Teams can manage sales pipelines and renewal opportunities, schedule renewals using configured criteria, and coordinate activity across front-office and back-office staff. Producer and manager dashboards add more than 50 insurance reports, giving the product a category-specific reporting layer rather than a general-purpose CRM workflow. Integrations with Salesforce, Applied Epic and Applied Benefits Designer reinforce that focused ecosystem fit.
Pricing follows a contact-sales model, so the buying process is oriented toward a vendor conversation rather than a self-serve checkout. The listed platform is web, and the product’s scope is concentrated around the Applied and Salesforce environment. That makes it a logical choice for Applied Epic users adding Salesforce-based sales and marketing operations, especially when renewal tracking, benefits fields and insurance reporting matter. Organizations outside that ecosystem, or teams prioritizing a broader integration marketplace or mobile-first workflow, should compare alternatives before choosing it.
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Applied Epic for Salesforce pricing
Applied Epic for Salesforce fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Sales pipelines | Yes |
| Renewal tracking | Yes |
| Agent management | Yes |
| Email automation | Not verified |
| Policyholder portal | Not verified |
| Mobile apps | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2 |
| Support | Email, Phone, Community |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 3 integrations: Salesforce, Applied Epic, Applied Benefits Designer |
| Pricing | Pricing on request |
| Website | www1.appliedsystems.com |
| Facts checked | 20 Sep 2026 |
Applied Epic for Salesforce integrations
Applied Epic for Salesforce lists 3 integrations on its own site.
- Salesforce
- Applied Epic
- Applied Benefits Designer
Alternatives to Applied Epic for Salesforce
- InsuredMineA broad insurance CRM with strong agency workflows, integrations, and client-service tools.9.4
- GloveBoxCRMDeep insurance automation with policy workflows, portals, mobile apps, and AMS integrations.9.3
- PolicyTekA life insurance CRM with routing, policy tracking, calling, automation, and agency controls.9.1
See all Applied Epic for Salesforce alternatives →
Applied Epic for Salesforce vs the competition
- Applied Epic for Salesforce vs InsuredMine
- Applied Epic for Salesforce vs GloveBoxCRM
- Applied Epic for Salesforce vs PolicyTek
- Applied Epic for Salesforce vs AgencyZoom
- Applied Epic for Salesforce vs Fat Agent
- Applied Epic for Salesforce vs NextAgency
Compare Applied Epic for Salesforce with any tool side by side →
Also Ranked In
Applied Epic for Salesforce is ranked in 3 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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