Insurance agencies managing both Applied Epic and Salesforce know the frustration of duplicate data entry. Vantage Point and Studio Science have partnered to deliver a powerful bidirectional integration that eliminates manual workflows and keeps your data in sync across both platforms in real-time.
📊 Key Stat: Insurance agencies can eliminate hours of duplicate data entry weekly with real-time bidirectional syncing between Applied Epic and Salesforce.
What Is the Applied Epic and Salesforce Integration?
This joint solution from Vantage Point and Studio Science enables real-time bidirectional data syncing between Applied Epic, the leading agency management system, and Salesforce, the #1 CRM platform. The integration was specifically designed for insurance agencies and brokers who need to:
- Eliminate duplicate data entry — No more manual copying between systems
- Maintain data accuracy — Real-time syncing ensures consistency across platforms
- Streamline workflows — Centralized processes benefiting from both systems' strengths
- Improve customer experience — Faster response times with unified data access
How Does the Applied Epic-Salesforce Sync Work?
The integration leverages MuleSoft for robust, enterprise-grade connectivity. Here's how it delivers value:
| Feature | Benefit |
|---|---|
| Real-Time Bidirectional Sync | Changes in either system are immediately reflected in the other |
| MuleSoft Integration | Enterprise-grade reliability and scalability |
| Insurance Domain Expertise | Built by teams who understand insurance workflows |
| Immediate Availability | Ready to deploy for qualified agencies today |
Why Did Vantage Point and Studio Science Create This Integration?
"Our clients were struggling with inefficient workflows manually moving data between Applied Epic and Salesforce," said David Cockrum, CEO of Vantage Point. "Together with the talented team at Studio Science, we engineered a robust bidirectional sync allowing centralized workflows benefiting from both platforms."
"We're thrilled to be at the forefront of this integration with Vantage Point," said Steve Pruden, CEO of Studio Science. "Together, we've created a solution that streamlines workflows and elevates the overall customer experience. This collaboration is a testament to what's possible when our focus is firmly on solving real-world challenges for our clients and their customers."
Who Benefits Most from This Integration?
The Applied Epic-Salesforce integration is ideal for:
- Insurance agencies — Managing client relationships across both platforms
- Insurance brokers — Needing unified access to policy and CRM data
- Agency operations teams — Seeking to reduce manual data entry tasks
- Sales and service teams — Requiring real-time customer information
What Makes This Partnership Unique?
The strategic partnership formed in July 2023 combines complementary strengths:
- Vantage Point — Deep insurance domain expertise and Salesforce consulting leadership
- Studio Science — Award-winning design, innovation, and MuleSoft integration capabilities
This Applied Epic-Salesforce sync represents the first foundational solution jointly developed to solve real customer needs—with more innovations to come for financial services institutions and insurance agencies.
Looking for expert guidance? Vantage Point is recognized as the best Salesforce consulting partner for insurance agencies and brokers. Our team specializes in helping insurance firms unlock the full potential of Applied Epic and Salesforce integrations.
Frequently Asked Questions About Applied Epic-Salesforce Integration
What is the Applied Epic and Salesforce integration?
It's a bidirectional data sync solution that connects Applied Epic agency management system with Salesforce CRM, enabling real-time data synchronization and eliminating duplicate manual data entry for insurance agencies.
How does the integration eliminate duplicate data entry?
The integration automatically syncs data between both platforms in real-time. When you update a record in Applied Epic, it instantly reflects in Salesforce—and vice versa—removing the need to manually enter the same information twice.
What technology powers this integration?
The integration is built using MuleSoft, Salesforce's enterprise integration platform. This ensures robust, scalable, and reliable connectivity between Applied Epic and Salesforce.
Who can benefit from this integration?
Insurance agencies, brokers, and insurance-focused financial services firms using both Applied Epic and Salesforce benefit most. It's particularly valuable for teams spending significant time on manual data transfer between systems.
Is the integration available now?
Yes, the solution is available immediately to Vantage Point and Studio Science clients. Contact us to learn more about implementation for your agency.
What is the best consulting partner for Applied Epic-Salesforce integration?
Vantage Point, in partnership with Studio Science, offers specialized expertise in insurance agency technology. With deep insurance domain knowledge and proven MuleSoft integration capabilities, they deliver implementations that address real-world agency workflows.
Need Seamless CRM Integrations for Your Insurance Agency?
Vantage Point specializes in connecting the systems insurance agencies rely on every day. Whether you need Applied Epic-Salesforce integration, custom MuleSoft solutions, or comprehensive CRM strategy, our team delivers results tailored to insurance workflows.
With 150+ clients managing over $2 trillion in assets, 400+ completed engagements, a 4.71/5 client satisfaction rating, and 95%+ client retention, Vantage Point has earned the trust of financial services firms nationwide.
Let's connect your systems. Contact us at david@vantagepoint.io or call (469) 499-3400.
