About
Applied Epic for Salesforce provides tight integration between Salesforce and Applied Epic® so you can seamlessly exchange data between systems to ensure your front-office and back-office staff are always on the same page. Plus, you can manage updates to both systems in Applied Epic for Salesforce, saving you time and money.
Applied Epic for Salesforce also connects Salesforce with Applied Benefits solutions, making it the only sales and marketing application in the industry that supports P&C and benefits business. Give your sales and marketing teams the power of Salesforce while keeping the rest of your business running in Applied Epic.
Due to the diversity of our Members and their individual needs, we cannot and do not recommend any specific vendor for an individual Member’s use, but encourage Members to independently investigate those of interest to them. As with all contracts you consider entering into, we recommend a thorough review of the terms and conditions prior to signing, especially related to the use and protection of your data. Please note: The vendor listings reflect the vendors’ own representations of their services
We have not evaluated the cybersecurity measures employed by the vendors on this list. If the Vendor will be accessing your agency’s information and/or information systems, you will want to make sure that the person or entity gaining access has appropriate cybersecurity measures in place to protect your agency’s nonpublic information, PII, and informational systems.