Is Applied Epic® for Salesforce® - Insurance Agency Management or Visual Relationship Mapping & Org Chart for B2B Sales in Salesforce | ARPEDIO cheaper?

Both Applied Epic® for Salesforce® - Insurance Agency Management and Visual Relationship Mapping & Org Chart for B2B Sales in Salesforce | ARPEDIO offer paid plans only. Applied Epic® for Salesforce® - Insurance Agency Management starts at paid; Visual Relationship Mapping & Org Chart for B2B Sales in Salesforce | ARPEDIO starts at paid. Compare the per-tier features in the Pricing section above before committing.

Which has better reviews, Applied Epic® for Salesforce® - Insurance Agency Management or Visual Relationship Mapping & Org Chart for B2B Sales in Salesforce | ARPEDIO?

Applied Epic® for Salesforce® - Insurance Agency Management (5.0★, 3 reviews) and Visual Relationship Mapping & Org Chart for B2B Sales in Salesforce | ARPEDIO (5.0★, 45 reviews) are essentially tied on rating. Look at review velocity and individual reviewer quotes — both visible on each app's detail page — to differentiate.

Which is faster to set up, Applied Epic® for Salesforce® - Insurance Agency Management or Visual Relationship Mapping & Org Chart for B2B Sales in Salesforce | ARPEDIO?

Both apps are one-click installs from the Salesforce AppExchange marketplace. Visual Relationship Mapping & Org Chart for B2B Sales in Salesforce | ARPEDIO has more onboarding documentation maturity (45 reviews vs 3), which usually translates to better-tested setup wizards and quicker time-to-value. AppRanks doesn't measure setup time directly — read the recent reviews on each app's detail page for merchant-reported install experience.

Which works better for small vs large Salesforce AppExchange stores?

Applied Epic® for Salesforce® - Insurance Agency Management typically suits early-stage and growth-mode stores based on its review-base composition (3 reviews). Visual Relationship Mapping & Org Chart for B2B Sales in Salesforce | ARPEDIO aligns more with early-stage and growth-mode stores (45 reviews). Larger review bases generally mean the app has been load-tested at scale — relevant if you're processing high order volume or handling enterprise compliance requirements.

Can I migrate data between Applied Epic® for Salesforce® - Insurance Agency Management and Visual Relationship Mapping & Org Chart for B2B Sales in Salesforce | ARPEDIO?

Migration support varies by app and category. Applied Epic® for Salesforce® - Insurance Agency Management and Visual Relationship Mapping & Org Chart for B2B Sales in Salesforce | ARPEDIO both publish their export options on their marketplace listing pages (or in their support docs); some apps offer one-click import from competitors, others require CSV. The fastest check: search "import from Applied Epic® for Salesforce® - Insurance Agency Management" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

AppRanks

Applied Epic® for vs Visual Relationship — Salesforce

Applied Epic® for Salesforce® - Insurance Agency Management vs Visual Relationship Mapping & Org Chart for B2B Sales in Salesforce | ARPEDIO

Side-by-side comparison · 24 data points

Applied Epic® for Salesforce® - Insurance Agency Management

5.0·3reviews

Applied Epic for Salesforce connects the world’s most widely used insurance agency management system with the #1 CRM, allowing P&C and Benefits-focused sales & servicing staff to work together via the automated transfer of data and activity notifications

Shopifypaid

Change

1. Listing metadata

Field-level data

	Applied Epic® for Salesforce® - Insurance Agency Management	Visual Relationship Mapping & Org Chart for B2B Sales in Salesforce \| ARPEDIO
Tagline	“Applied Epic for Salesforce connects the world’s most widely used insurance agency management system with the #1 CRM, allowing P&C and Benefits-focused sales & servicing staff to work together via the automated transfer of data and activity notifications”254 chars	“Streamline relationship management with ARPEDIO. ✅ Visualize key stakeholders ✅ Uncover hidden influencers ✅ Navigate complex buying groups effortlessly Gain full organizational clarity to strengthen engagement and close more deals.”234 chars
Description	1182 / 2000 chars59% used	1185 / 2000 chars59% used
Screenshots	—	—
Languages	en	nlenfrdeda+4 more
Platforms	Shopify	Shopify
Developer	Applied Systems Insurance Solutions	ARPEDIO Solutions

At a glance

9 metrics · auto-computed

Feature comparison between Applied Epic® for Salesforce® - Insurance Agency Management and Visual Relationship Mapping & Org Chart for B2B Sales in Salesforce | ARPEDIO
Metric	Applied Epic® for Salesforce® - Insurance Agency Management	Visual Relationship Mapping & Org Chart for B2B Sales in Salesforce \| ARPEDIO
Rating	5.0 ★	5.0 ★
Total reviews	3	★ 45
Free plan	—	—
Pricing	paid	paid
Built for Shopify	—	—
Pricing tiers	1 tier	1 tier
Listed features	3	★ 9
Languages	1 supported	9 supported
Listed since	Mar 2020	Sep 2015

Listed	March 16, 2020	September 16, 2015

Last updated	—	—

3. Features

As listed by each developer

Applied Epic® for Salesforce® - Insurance Agency Management

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.

Visual Relationship Mapping & Org Chart for B2B Sales in Salesforce | ARPEDIO

CREATE INTERACTIVE ORG CHARTS The ARPEDIO Org Chart automatically generates interactive Org Charts based on your existing Salesforce data, providing a comprehensive view of your clients’ organizational hierarchy.
VISUALIZE STAKEHOLDER RELATIONSHIPS ARPEDIO Relationship Mapping helps you analyze and visualize key stakeholder relationships, empowering your team to prioritize efforts and focus on high-value opportunities.
ASSESS STAKEHOLDERS Get a detailed view of decision-makers, assessing stakeholders based on availability, power, influence, and support level. These parameters are fully customizable to match your terminology.
PRIORITIZE STAKEHOLDER ENGAGEMENT Identify high-priority stakeholders and focus on the right relationships. ARPEDIO helps you tailor your engagement strategies based on real-time data and personalized insights.
ENHANCE TEAM ALIGNMENT Ensure seamless collaboration by sharing dynamic org charts and relationship insights across your team. Align everyone on key strategies, ensuring consistent and informed decision-making.
GAIN REAL-TIME ORGANIZATIONAL CLARITY Get up-to-date, real-time views of your clients' organizational structures and relationships. ARPEDIO ensures you always have access to the most current data, enabling fast, informed decisions.
SIMPLIFY COMPLEX BUYING GROUPS Navigate complex buying groups effortlessly. With ARPEDIO’s visual mapping, you’ll be able to understand the roles, relationships, and influence of stakeholders within your clients’ organizations.
SUPPORT ACCOUNT-BASED SELLING Leverage ARPEDIO’s relationship mapping and org charts to drive targeted, Account-Based Selling strategies. Identify and engage key stakeholders across multiple accounts, boosting your sales efficiency.
AI-POWERED INSIGHTS Unlock AI-driven recommendations and insights to optimize your stakeholder engagement and account strategy. ARPEDIO helps you make smarter decisions with data-driven guidance and predictive analytics.

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Applied Epic® for Salesforce® - Insurance Agency Management	Visual Relationship Mapping & Org Chart for B2B Sales in Salesforce \| ARPEDIO
arpedio	Not ranked	#1
enabling your team	Not ranked	#2
focus on strategy	Not ranked	#3
insurance	#8	Not ranked

9. App details

Long-form description · keyword frequency

Applied Epic® for Salesforce® - Insurance Agency Management

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.

Top keywords

cloud6×3.66%
salesforce5×3.05%
benefits4×2.44%
data4×2.44%
applied3×1.83%
applied epic3×1.83%
epic3×1.83%
between2×1.22%
between systems2×1.22%
business2×1.22%
fsc2×1.22%
insurance2×1.22%

Visual Relationship Mapping & Org Chart for B2B Sales in Salesforce | ARPEDIO

Optimize B2B Relationship Management with ARPEDIO’s Relationship Mapping & Org Chart Software—100% Native to Salesforce. This ARPEDIO solution combines two powerful tools: ARPEDIO Relationship Mapping and ARPEDIO Org Chart. Use them together for maximum synergy or separately to fit your needs. Designed to be advanced enough to drive impact yet simple enough to ensure adoption, ARPEDIO helps sales teams strengthen stakeholder relationships, improve account strategy, and accelerate deal execution. ARPEDIO Relationship Mapping Analyze and visualize key stakeholder relationships to improve strategic account planning. Identify decision-makers, potential blockers, and influencers while increasing transparency around “who knows whom.” Prioritize efforts, strengthen engagement, and drive sales success. ARPEDIO Org Chart Automatically generate interactive, data-driven Org Charts from your existing Salesforce records. Get a clear hierarchical overview of your clients' organizational structure, ensuring alignment across your sales team. Share and modify Org Charts in real time to stay ahead in complex B2B deals. ★ Try it free for 30 days—click “Get It Now” to get started! ★

Top keywords

arpedio7×4.29%
org5×3.07%
relationship4×2.45%
chart3×1.84%
mapping3×1.84%
org chart3×1.84%
relationship mapping3×1.84%
sales3×1.84%

Applied Epic® for Salesforce® - Insurance Agency Management vs Visual Relationship Mapping & Org Chart for B2B Sales in Salesforce | ARPEDIO

Applied Epic® for Salesforce® - Insurance Agency Management

1. Listing metadata

Visual Relationship Mapping & Org Chart for B2B Sales in Salesforce | ARPEDIO

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

9. App details

Frequently asked

Is Applied Epic® for Salesforce® - Insurance Agency Management or Visual Relationship Mapping & Org Chart for B2B Sales in Salesforce | ARPEDIO cheaper?

Which has better reviews, Applied Epic® for Salesforce® - Insurance Agency Management or Visual Relationship Mapping & Org Chart for B2B Sales in Salesforce | ARPEDIO?

Should I choose Applied Epic® for Salesforce® - Insurance Agency Management or Visual Relationship Mapping & Org Chart for B2B Sales in Salesforce | ARPEDIO?

Which is faster to set up, Applied Epic® for Salesforce® - Insurance Agency Management or Visual Relationship Mapping & Org Chart for B2B Sales in Salesforce | ARPEDIO?

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More popular comparisons

Which works better for small vs large Salesforce AppExchange stores?

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