Management System | Read Time: 2 Minutes

The #1 Agency Management System Combines with the #1 CRM

July 30, 2020

By: Reid Holzworth

Last month, we publicly announced the release of Applied Epic for Salesforce and I could not be more thrilled!

We saw a growing trend of agencies becoming more sophisticated in how they sell and market insurance, creating a need for technology designed specifically to manage prospecting, pipeline, and renewals. Applied recognized this need and developed Applied Epic for Salesforce, which connects the world’s most widely used agency and brokerage management system with the world’s #1 CRM platform.

Applied Epic for Salesforce enables complex sales organizations to enhance their lead and opportunity management while simultaneously maintaining back-office automation to more quickly generate greater business value. Key data objects are synchronized between the applications and data is instantly accessible to view on demand, eliminating redundant data entry and improving cross-sell and upsell opportunities.

Built 100% natively on the Salesforce platform, the application works across all Salesforce clouds, with enhanced capabilities specifically for Financial Services Cloud (FSC) for Insurance.

Core benefits of Applied Epic for Salesforce include:

  • Best of Breed Integration: Connects the world’s most widely used management system with the #1 CRM platform in the world.
  • Sales and Marketing Focus: Empowers agencies sales and marketing teams in a system that provides the workflows and management to generate new pipeline and retain renewals with ease.
  • Data Analytics: Provides insights from any data point in Salesforce, and then set up alerts and automate workflows based on these data point.
  • Freedom and Flexibility: Enables agencies to customize workflows specific for their business needs, plus build out their tech strategy with access to more than 5K apps in the AppExchange.

After only a few weeks on the market, we've already seen a strong contingent of early adopters on Applied Epic for Salesforce. I am very excited about the early momentum of this product and look forward to what the future holds. Check out this latest innovation to learn how it can help better manage your sales and marketing activities.

Find out more about Applied Epic for Salesforce.

Reid Holzworth

Reid Holzworth, Chief Executive Officer, leads IVANS strategic direction. He is a prominent insurance industry leader with extensive insurance experience in both broker and insurer distribution environments. Holzworth was the founder and CEO of TechCanary, an InsurTech leader that Applied Systems acquired in 2019. TechCanary built an innovative set of insurance solutions on the Salesforce platform to create choice and flexibility for agencies who prefer, which has since been incorporated in Applied's portfolio under the name Applied Epic for Salesforce. Holzworth's extensive industry experience, innovation-first mindset and commitment to simple, valuable customer experiences will be hallmarks of his leadership of IVANS and the expansion of its compelling innovation strategy.