Applied Epic® for Salesforce® - Insurance Agency Management for Salesforce AppExchange
Applied Epic® for Salesforce® - Insurance Agency Management is the #634 ranked productivity app on Salesforce, with a 5.0 average rating from 3 reviews, as a paid app, as of July 13, 2026.
Applied Epic® for Salesforce® - Insurance Agency Management is a Salesforce AppExchange app by Applied Systems Insurance Solutions. With a rating of 5.0★ from 3 reviews, it currently ranks #634 in the Productivity category.
AppRanks data: Applied Epic® for Salesforce® - Insurance Agency Management ranks #634 in Productivity on Salesforce AppExchange, placing it in the top 39% of that category.
AppRanks verdict
Generated from live marketplace data — refreshed daily
Applied Epic® for Salesforce® - Insurance Agency Management is a category-leading Salesforce app with a limited review volume. It is listed in the Productivity category on Salesforce AppExchange, which AppRanks treats as the canonical taxonomy node for ranking and competitor comparison. 3 reviews put it in the early-traction tier — useful for early-stage stores willing to be on the leading edge. Early-traction review counts are sensitive to single launch periods or feature events, so a 30-day re-check before bigger commitments often resolves whether the trend is sustained. Paid-only pricing means evaluating fit on the marketplace listing or via the developer's documentation before installing. AppRanks tracks rating, review count, pricing tier, and category position daily — the figures on this page reflect the most recent scrape from the canonical Salesforce AppExchange listing.
Pros
- +High average rating (5.0★) signals consistent merchant satisfaction
- +Published by Applied Systems Insurance Solutions — established developer track record
Cons
- −Limited review base (3) — ratings can shift significantly with new feedback
- −Paid-only pricing (paid) — evaluation requires committing payment details
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About Applied Epic® for Salesforce® - Insurance Agency Management
How Applied Epic® for Salesforce® - Insurance Agency Management works
NEW! P&C and Benefits Management: Manage all lines of business in a single, integrated system. Seamlessly exchanges P&C and benefits data between systems. Benefits agents can also leverage Benefits-specific capabilities to manage benefits plan details and attributes, commission schedules and services plans natively in Salesforce.
Cloud choice: Built 100% natively on Salesforce, this insurance app is built to work across all Salesforce clouds, including Sales Cloud, Service Cloud, Financial Services Cloud (FSC) for Insurance, Marketing Cloud, and Community Cloud. Specific integrations have been built with FSC to integrate policy term lines and agency structure.
Applied Epic and Salesforce Integration: Fully integrate Salesforce with Applied Epic through this application to exchange data for Accounts, Contacts, Policies, Activities, Attachments and more. Data can flow one-way or bi-directionally between systems based on the unique requirements of your business.
Purpose-Built Data Model: Includes account, policy and Applied Epic attachment components.
Activity Management: Keep front-office and back-office staff on the same page with leads and reports/dashboards.
Key features
- Sales and Marketing Focus: Get your sales and marketing team in a system that provides the workflows and management to generate new pipeline and retain renewals with ease.
- Data Analytics: Gain insights from any data point in Salesforce, and then set up alerts and automate workflows based on these data points
- Freedom & Flexibility: Customize workflows to fit your agencies’ needs. Build out your tech strategy with access to more than 5K apps in the AppExchange.
Category rankings
As of Jul 13, 2026- Productivity#634of 1,629Top 39%
See 90-day rank history for each category
Track daily rank changes, category shifts, and position volatility.
Keyword rankings
Applied Epic® for Salesforce® - Insurance Agency Management ranks for 1 keywords across Salesforce AppExchange. Here are the top 1:
- Rank #8
Competitors & alternatives
Applied Epic® for Salesforce® - Insurance Agency Management doesn't have curated competitor matchups yet. Other tracked productivity apps on Salesforce:
Frequently asked questions
What is Applied Epic® for Salesforce® - Insurance Agency Management?
Applied Epic® for Salesforce® - Insurance Agency Management is an app for Salesforce. It currently holds a 5.0-star rating from 3 merchant reviews, and it has been listed on the marketplace since 2020. It is listed under the Productivity category on AppRanks, where you can see its current category position, review-velocity trend, and how it compares against the top alternatives in the same space. Developed by Applied Systems Insurance Solutions.
Is Applied Epic® for Salesforce® - Insurance Agency Management free?
Applied Epic® for Salesforce® - Insurance Agency Management does not offer a permanent free plan on Salesforce. Pricing starts at 49, and the listed tiers are Default Plan. Trial availability and exact billing terms are mirrored from the live Salesforce listing and may change between refresh cycles, so always confirm the headline price on the source marketplace before installing.
Who uses Applied Epic® for Salesforce® - Insurance Agency Management?
Applied Epic® for Salesforce® - Insurance Agency Management is actively installed across Salesforce stores tracked by AppRanks. Its review base is still building, which usually maps to early-stage merchants and stores piloting a new workflow. It is part of the Productivity category on Salesforce.
Where does Applied Epic® for Salesforce® - Insurance Agency Management rank on Salesforce?
Applied Epic® for Salesforce® - Insurance Agency Management currently sits at position #634 in the Productivity category on Salesforce. That places it in the top 39% of 1,629 apps tracked in the same category. Category positions are read from the live marketplace ranking and refresh on each scrape, so the number you see here reflects the most recent crawl rather than a long-running average.