Enhancing Sales and Marketing Operations with Applied Epic for Salesforce

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Enhancing Sales and Marketing Operations with Applied Epic for Salesforce

Revolutionizing Sales and Marketing Integration

In the fast-evolving landscape of sales and marketing, precision in targeting, focused lead funnelling, and scientific pipeline management are imperative. More sales organizations are turning to advanced CRM technologies to advance their operations, seeking a seamless connection to core business operations. Applied Systems brings a groundbreaking solution by combining the industry-leading agency management system, Applied Epic, with the top CRM platform, Salesforce. Applied Epic for Salesforce™ emerges as a unique sales and marketing application that supports both Property & Casualty (P&C) and Benefits sectors, enabling sales and servicing teams to work collaboratively in synchronized platforms. This integration ensures that while sales teams focus on insurance business sales, servicing teams efficiently maintain customer satisfaction and protection.

Key Benefits for Your Business

Applied Epic for Salesforce offers significant advantages for businesses. It facilitates the co-existence of Salesforce and agency management systems, maximizing the value derived from investments in both platforms. The integration between Salesforce and Applied Epic in this application simplifies system updates, conserving time and resources. This seamless data exchange encompasses various components like accounts, contacts, policies, activities, attachments, benefits plan details, commissions schedules, and service plans, tailoring to the specific needs of each business.

Advanced Capabilities for Enhanced Operations

The capabilities of Applied Epic for Salesforce extend beyond data exchange. The application boasts a purpose-built data model that structures accounts, policies, attachments, and organizational hierarchies. This model efficiently aligns employee roles and security permissions from Applied Epic with Salesforce, enhancing data accuracy and security. Real-time benefits plan modeling, robust reports and dashboards, flexible cloud choices, activity management, lead and renewal automation are among the advanced features that elevate sales and servicing operations within the application.

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Empowering Your Insurance Business: Applied Epic Solutions and Support

Introduction to Applied Epic

Applied Epic is a comprehensive and powerful management system designed specifically for insurance agencies to streamline their operations, increase efficiency, and enhance client services. With a wide range of features and capabilities, Applied Epic enables agencies to manage their business processes effectively, from policy management to client communication and beyond.

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Maximizing Efficiency and Growth: Building Your Digital Agency with Applied Epic

Unlocking the Power of Applied Epic

Applied Epic is a revolutionary solution designed to enhance the operations and success of insurance agencies of all sizes. With the aim to streamline processes, boost profitability, and drive growth, Applied Epic provides a comprehensive set of tools and features tailored to meet the unique needs of the insurance industry. By leveraging Applied Epic, agencies can maximize efficiency, improve customer service, and stay ahead in a competitive market.

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Empowering Your Agency: Accelerate the Digital Roundtrip of Insurance with Applied Epic

Thriving in the Digital Era

In a world filled with challenges and threats, the insurance industry showcased remarkable growth in 2023, with agencies embracing digital technology to revolutionize the Digital Roundtrip of Insurance. This transformative shift not only ensured survival but drove unprecedented success. To propel your agency further into this digital growth era, Applied Systems offers Applied Epic, a comprehensive solution that empowers agencies with transformative technology.

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Empowering Your Insurance Business with Applied Epic: A Comprehensive Solution Overview

Introduction to Applied Epic

Applied Epic is a robust agency management system designed to empower insurance agencies with streamlined operations, enhanced efficiency, and improved client service. As a leading solution in the insurance industry, Applied Epic offers a comprehensive suite of tools to manage all aspects of an agency's operations, from policy servicing to accounting and reporting.

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Empowering Your Agency with Applied Epic

Applied Epic Overview

Applied Epic is a comprehensive and powerful agency management system that provides insurance agencies with a wide range of tools and capabilities to streamline their operations, increase efficiency, and drive profitability. With Applied Epic, agencies can manage their entire business in one integrated platform, from client management to policy administration and financial accounting. This solution is designed to help agencies grow their business, improve customer service, and adapt to the changing landscape of the insurance industry.

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