As agencies become more sophisticated in how they sell and market insurance, they require new technology designed specifically to manage prospecting, pipeline, and renewals. But that doesn’t change the backbone of an agency and their management system foundation.
The market demanded for us to build a connection from Applied Epic to Salesforce – and we have answered. Applied Epic for Salesforce connects the world’s most widely used agency management system with the world’s #1 CRM platform so that your sales and servicing staff can work together efficiently via the automated transfer of data and activity notifications. So while sales focuses on selling the business of insurance, servicing can keep customers happy and protected. Customers can also extend the value of the application by leveraging thousands of third party solutions on the Salesforce AppExchange.
