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, Vice President CRM Solutions, joined Applied Systems in April 2019. Holzworth has led efforts to launch one of Applied's latest software solutions, Applied Epic for Salesforce. The product is a best of breed integration between the world's leading agency and brokerage management system and #1 CRM. Prior to joining Applied Systems, Holzworth was founder and CEO of TechCanary, an insurtech startup that Applied acquired in 2019. The company built an insurance solution natively on the Salesforce platform. In 2018, TechCanary was listed as one of Wisconsin's fastest growing companies, ranking #393 on the Inc. 5000 list. In his spare time, Holzworth enjoys traveling, climbing mountains, fishing and rally racing.