Gain full insight into how sales and servicing teams are performing through detailed producer and manager dashboards. Take advantage of natively integrated plan modeling capabilities via Applied Benefits Designer to develop new business and renewal plans using plan templates and to compare the right quotes for your customers. Have more meaningful, real-time plan comparison conversations. The data model also supports Benefits specific fields, including plan information, employee class, rates, TPA and benefit items. The application data model also maps organizational structure by agency, branch, department, and profit center, and aligns employee roles and security rights established in Applied Epic with Salesforce. Data can flow one-way or bi-directionally between systems based on the unique requirements of your business.īenefit from a purpose-built data model that has account, policy and Applied Epic attachment components.
Salesforce pricing manager plus#
Seamlessly exchange data for accounts, contacts, policies, activities, and attachments plus benefits plan details and attributes, commissions schedules, service plans and more with a tight integration between Salesforce and Applied Epic. Applied Epic and Salesforce Integration.Dashboards provide insights into how your team is performing while the more than 50 reports at your disposal show the health of your book of business. Keep your book of business strong and growingĭetermine how much new business you are bringing in and keeping through robust data analytics capabilities.By automating sales operations, your team can have more time to focus on selling and servicing customers. Push converted leads from Applied Epic for Salesforce into Applied Epic to establish account and contact details plus create an opportunity. Set the rules to trigger all the right steps.Plus, access more than 5,000 apps in the AppExchange. Configure the application to show the fields and data model that matches your business structure in Applied Epic. Customize the application to suit your agency’s needs.Your teams no longer need to live in completely separate applications and can instead benefit from a single view of your entire customer base to make cross-selling and upselling that much simpler. Get the most out of connectivity and automation for both your P&C and Benefits books of business. Keep your P&C and Benefits brokers happy.Thanks to a tight integration between the two systems, you can manage updates to both systems in Applied Epic for Salesforce, saving you time and money. Get the most value from your investments in Salesforce and Applied Epic. Make both Salesforce and a management system work for your business.
0 kommentar(er)
