Applied Epic Salesforce Integration
Benefit from Silverline’s expertise to integrate your agency management system with Salesforce.
Applied Epic is the world’s most popular agency management system built to help insurance agencies manage P&C and benefits in a single platform.
While Epic is a powerful platform for agency management, many agencies also use Salesforce to manage their prospects, sales, renewals, and more. With an Applied Epic Salesforce Integration, you can make the most of both systems while keeping data consistent throughout and improving your internal processes.
Benefits of integrating Applied Epic and Salesforce
Gain a 360-degree view
View all of your prospects and insureds in a single location, complete with relevant policy, quoting, and claims data.
Optimize and automate processes
Make life easier for sales and services by creating seamless processes between each system.
Improve stakeholder relationships
Improve your relationships with both customers and insurance carriers.
Why choose Silverline?
As a Salesforce consulting partner, Silverline has helped insurance agencies and brokerages with their digital transformations over the last decade. Many of our consultants have first-hand experience in the insurance industry, having worked in your shoes, and can provide best practices and tailored industry insights.
Silverline has also built multiple integrations between Applied Epic and Salesforce, and can build and develop an integration that meets your needs. Reach out to us to learn more.
We’re ready to help
Learn more about how Silverline can help you integrate Applied Epic and Salesforce.