Advisor Success Story: From Applied Epic Frustration to Salesforce Efficiency
Insurance Brokerage Unifies Sales, Marketing, and Policy Data with Salesforce and Applied Epic Integration
Industry: Commercial Insurance & Risk Management
Core System: Applied Epic
Solution: Salesforce Sales Cloud + Marketing Cloud Account Engagement (Pardot)
Integration Tool: Applied Epic for Salesforce App
The Challenge: Applied Epic Was Powerful but Isolated
A fast growing commercial insurance brokerage relied on Applied Epic to manage its client policies. While Epic excelled as a policy management system, it lacked the flexibility and deep integrations needed for seamless client engagement and modern marketing automation.
As the brokerage grew, these limitations created significant friction:
- No visibility into policy data within Salesforce meant service and marketing teams could not access client coverage details in real time
- Manual communications including welcome emails, renewal reminders, and mid term check ins were inconsistent and often led to missed opportunities
- No segmentation or automation limited cross selling potential and made targeting campaigns difficult
- Marketing compliance risks emerged from sending bulk emails without proper tracking or opt out management
- Systems in silos meant that although Applied Epic was effective for policy management, it was not powering engagement or revenue growth
The organization needed a way to integrate Applied Epic with Salesforce so policy data could flow seamlessly into sales and marketing operations.
The Turning Point: Connecting Policy Data to Client Engagement
The brokerage implemented a fully integrated Salesforce CRM and marketing platform that synchronizes with Applied Epic using the official Applied Epic for Salesforce App. While the Applied Systems team managed installation and base setup, the brokerage’s CRM experts configured the environment to make policy data actionable, enabling segmentation, automation, and scalable campaigns.
The Solution: A Unified Data Driven Insurance Platform
Applied Epic Integration via AppExchange
- Installed and configured the Applied Epic for Salesforce App to sync policy data including coverage type, term dates, and premium amounts into Salesforce as custom objects linked to Accounts and Contacts
- Verified and refined data mappings to preserve relationships, avoid duplication, and ensure accuracy
- Delivered full visibility into a client’s active policies directly in Salesforce
Policy Awareness at the Contact Level
- Built Salesforce Flows to scan each contact’s policy records daily
- Automatically updated key indicators on the Contact record such as:
- Enabled rapid segmentation by coverage type for targeted marketing or cross sell campaigns
Lifecycle Automation and Communication
- Created automated journey triggers for:
- Welcome Series on policy activation
- Mid Term Coverage Check Ins at six months
- Renewal Reminders starting 60 days before policy expiration
- Cross Sell Campaigns based on gaps in coverage
- Applied custom logic to prevent duplicate messaging and personalize communications by coverage line
Enabling Marketing at Scale with Marketing Cloud Account Engagement (Pardot)
- Synced policy segmentation fields from Salesforce to Marketing Cloud Account Engagement (Pardot) for data driven targeting
- Established a compliance ready preference center for opt outs and consent tracking
- Designed branded reusable marketing templates for key insurance verticals such as trucking personal auto and homeowners coverage
- Provided team training on list management template editing and campaign reporting
The Result: From Policy Silos to Connected Growth
The firm implemented a modern advisor workspace built in Salesforce Financial Services Cloud, integrated with Marketing Cloud Account Engagement (Pardot), transforming how advisors manage relationships, track data, and grow their book of business.
| Before Integration | After Salesforce and Applied Epic Integration |
|---|---|
| Policy data locked inside Applied Epic | Real time policy visibility directly in Salesforce |
| Manual inconsistent client communications | Automated journeys for onboarding, renewals, and check-ins |
| No targeted cross-sell or upsell | Segmentation by coverage type for precision campaigns |
| Compliance risk in email marketing | Preference center with opt-out and compliance controls |
| Disconnected sales, service, and marketing workflows | Single connected platform for client engagement and retention |
Impact for the Brokerage
- Centralized View – Sales and service teams now access policies communications and renewal timelines all in one place
- Proactive Marketing – Campaigns are triggered by real policy data improving cross sell rates and retention
- Consistency at Scale – Automated onboarding and renewal touchpoints ensure every client receives timely relevant communication
- Growth without Bottlenecks – Scaling marketing and sales processes no longer requires proportional increases in manual effort.
Final Thoughts: Bringing Insurance Data to Life
Applied Epic excels as a policy and claims management tool. But when integrated with Salesforce and paired with a clear engagement strategy, it becomes a bridge between insurance operations and revenue growth. This brokerage now operates as a fully connected data driven organization turning policyholders into lifelong clients and streamlining operations for sustainable expansion