Applied Epic for Salesforce

Plans and prices

Every plan, in full

On the record

Activity management

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

API documentation

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

API production access

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

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.www1.appliedsystems.com · read 4 Oct 2026

AppExchange extensibility

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

Attachment handling

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

Benefits modeling

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

Benefits release

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

Company facts

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

Company legal name

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

Company ownership

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

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.www1.appliedsystems.com · read 4 Oct 2026

Data synchronization

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

Documentation depth

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

Industry coverage

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

ISO compliance

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

Launch news

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

Lead automation

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

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