Applied Epic for Salesforce

Spec sheet

What it does

Applied Epic for Salesforce connects Salesforce with Applied Epic so insurance sales, marketing and servicing teams can work from synchronized data.Read 21 Oct 2026 · www1.appliedsystems.com

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.Read 4 Oct 2026 · www1.appliedsystems.com

Security

Applied Systems says Applied Epic is in scope for its semi-annual SOC 2 Type 2 audits, which cover security, availability, and confidentiality.Read 4 Oct 2026 · www1.appliedsystems.com

Support

Applied Systems directs customers to contact support through the Applied Community.Read 4 Oct 2026 · www1.appliedsystems.com

Headquarters

University Park, Illinois, United StatesRead 28 Sep 2026 · www1.appliedsystems.com

Founded

1983Read 28 Sep 2026 · www1.appliedsystems.com

Activity management

Activities can originate in either system, synchronize between them, and be managed by work type and employee.Read 21 Oct 2026 · www1.appliedsystems.com

API documentation

Applied's Dev Center documents REST APIs, credential generation, sandbox testing and production-application requests.Read 21 Oct 2026 · devcenter.myappliedproducts.com

API production access

Production API credentials require Applied approval and submission of organization, enterprise and Epic database information.Read 21 Oct 2026 · devcenter.myappliedproducts.com

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.Read 4 Oct 2026 · www1.appliedsystems.com

AppExchange extensibility

Agencies can configure fields and workflows and use more than 5,000 Salesforce AppExchange apps.Read 21 Oct 2026 · www1.appliedsystems.com

Attachment handling

The product supports previewing, downloading, managing and uploading Epic documents at account and policy level.Read 21 Oct 2026 · www1.appliedsystems.com

Benefits modeling

Applied Benefits Designer is integrated for real-time benefits plan creation, comparison and renewal modeling.Read 21 Oct 2026 · www1.appliedsystems.com

Benefits release

The June 29, 2021 Summer release added benefits data, plan modeling, benefits reporting, broker-account integration and Salesforce security controls.Read 21 Oct 2026 · archive.appliedsystems.com

Company facts

LinkedIn lists Chicago, Illinois headquarters, 1,001–5,000 employees and a 1983 founding year.Read 21 Oct 2026 · linkedin.com

Company legal name

Crunchbase identifies the legal entity as Applied Systems, Inc.Read 21 Oct 2026 · crunchbase.com

Company ownership

Crunchbase lists Applied Systems as acquired by Hellman & Friedman and privately held.Read 21 Oct 2026 · crunchbase.com

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.Read 4 Oct 2026 · www1.appliedsystems.com

Data synchronization

Accounts, contacts, policies, activities, attachments, benefits details, commission schedules and service plans can move one way or bidirectionally between Epic and Salesforce.Read 21 Oct 2026 · www1.appliedsystems.com

Documentation depth

The public legacy help site exposes version-specific help files for Epic 2013, 2014 and 2016 editions.Read 21 Oct 2026 · appliedsystems.com

Industry coverage

The product supports both property-and-casualty and employee-benefits insurance operations.Read 21 Oct 2026 · www1.appliedsystems.com

ISO compliance

Applied Systems states that Applied Epic is certified as ISO/IEC 27001:2013 compliant.Read 4 Oct 2026 · www1.appliedsystems.com

Launch news

Applied announced the Salesforce AppExchange launch of Applied Epic for Salesforce on June 24, 2020.Read 21 Oct 2026 · www1.appliedsystems.com

Lead automation

Converted leads can be pushed into Applied Epic to establish account and contact details and create an opportunity.Read 4 Oct 2026 · www1.appliedsystems.com

Lead conversion

Converted Salesforce leads can create Epic account and contact records plus an opportunity.Read 21 Oct 2026 · www1.appliedsystems.com

Limit: API access

Supergood reports that production API use requires Applied approval and an agency-side SDK/API license, while deeper functionality still depends on the legacy .NET SDK.Read 21 Oct 2026 · supergood.ai

Limit: Capterra reviewers

Repeated complaints include a clunky, click-heavy interface, difficult setup and training, slow workflows and high cost for smaller brokerages.Read 21 Oct 2026 · capterra.com

Limit: TrustRadius reviewers

Users report repetitive application questions, extra steps, difficult onboarding, awkward reports, weak integrations and high price.Read 21 Oct 2026 · trustradius.com

Notable release

A January 26, 2021 release added custom account exchange, person-account support, ownership visibility and automated renewal opportunities.Read 21 Oct 2026 · www1.appliedsystems.com

Praise: Capterra reviewers

Reviewers repeatedly praise centralized client, policy, document and activity management and the breadth of integrations.Read 21 Oct 2026 · capterra.com

Praise: Gartner reviewers

The available Gartner review praises product versatility and the ability to add features and customize it as needs change.Read 21 Oct 2026 · gartner.com

Praise: TrustRadius reviewers

Users praise searchable centralized data, Outlook interaction, reporting, support and efficiency gains.Read 21 Oct 2026 · trustradius.com

Pricing

The product page invites prospective customers to contact Applied Systems to learn more and does not display a price.Read 4 Oct 2026 · www1.appliedsystems.com

Purpose-built data model

Its Salesforce data model includes account, policy and Epic attachment objects and maps agency structure and Epic security rights.Read 21 Oct 2026 · www1.appliedsystems.com

Rating on Capterra

4.2 out of 5 from 142 reviewsRead 21 Oct 2026 · capterra.com

Rating on Gartner Peer Insights

4.0 out of 5 from 2 ratingsRead 21 Oct 2026 · gartner.com

Rating on Techjockey

4.0 out of 5 from 3 verified ratingsRead 21 Oct 2026 · techjockey.com

Rating on TrustRadius

8.1 out of 10 from 33 reviews and ratingsRead 21 Oct 2026 · trustradius.com

Renewal management

Renewals can be scheduled to become open opportunities using criteria such as expiration timing, structure, premium, line of business and policy status.Read 21 Oct 2026 · www1.appliedsystems.com

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.Read 4 Oct 2026 · www1.appliedsystems.com

Reporting

The product includes dashboards and more than 50 insurance reports for P&C and Benefits books of business.Read 4 Oct 2026 · www1.appliedsystems.com

Reports and dashboards

Producer and manager dashboards are provided alongside more than 50 standard insurance reports.Read 21 Oct 2026 · www1.appliedsystems.com

Salesforce clouds

The application is native to Salesforce and is designed for Sales Cloud, Service Cloud, Financial Services Cloud for Insurance, Marketing Cloud and Community Cloud.Read 21 Oct 2026 · www1.appliedsystems.com

SDK migration

The Dev Center provides guidance for moving integrations from the older Applied Epic SDK to REST APIs.Read 21 Oct 2026 · devcenter.myappliedproducts.com

Security certifications

Applied says Applied Epic is within semiannual SOC 2 Type 2 audits and is ISO/IEC 27001:2013 compliant.Read 21 Oct 2026 · prod.appliedsystems.com

Security reporting

Applied states that Applied Epic has its own SOC 1 report and that Applied Cloud has SOC 3 compliance.Read 21 Oct 2026 · prod.appliedsystems.com

Plans and prices

Every Applied Epic for Salesforce plan and price →

Where Specifiction places it

• Commercial Insurance Software#1 of 108.1
• Insurance Software#2 of 158.1
• Insurance CRM Software#18 of 318.1