Trailblazing with Applied Epic and Salesforce: One Insurer’s Story of Success

• Insufficient CRM Capabilities within the Applied Epic system posed a significant challenge, hampering prospect and pipeline management for this company’s producers. Vital information crucial to the customer journey struggled to find a permanent home, leaving a critical gap in agents’ ability to track and document essential details.
• Uncoordinated Business Units, each aiming for the same buyers, presented this insurer with a pressing dilemma. They sought a system that would foster seamless collaboration among these teams, ensuring smooth interactions without any disruptions or unnecessary friction.
• A Lack of Comprehensive Management Visibility obscured both granular and high-level views of producer activities, leaving this insurer unable to effectively assess successes and track processes. This further hindered their ability to make informed decisions to achieve optimal outcomes.
• Superior Integration was needed to facilitate the seamless merging of Salesforce with Applied Epic for accurate data transfer and streamlined processes.

• Enhanced Efficiency: By implementing streamlined processes and fostering enhanced collaboration, the company experienced a remarkable 20% enhancement in overall efficiency.
• Supercharged Deal Processing: By refining the deal processing flow, the insurer accomplished a substantial 30% acceleration in deal processing speed.
• Superior Management Visibility: Empowered with in-depth insights into producer activities and outputs, the management gained a fresh perspective, achieving heightened clarity concerning their team’s performance and success rates.
• Precise and Expedited Commissions: Thanks to the integration between Salesforce and Applied Epic, the company saw significant enhancements in commission calculations, ensuring precision, and drastically reducing processing time.

Why AGG?

In the pursuit of trust and success, aligning with the right allies who share your goals becomes paramount. Access Global Group is a distinguished partner offering a blend of global deployment expertise and the nimbleness of a boutique firm. With an impressive 15-year track record across diverse industries and the title of Salesforce Platinum-level partner, AGG goes above and beyond to surpass your insurance company’s needs and expectations during the integration process.

AGG’s unmatched proficiency in integrating various technology solutions proves invaluable. Our distinctive project methodology revolves around putting clients at the forefront of every decision, ensuring their requirements and aspirations shape our solutions. Extensive experience working with Salesforce and the financial services industry further solidifies our capability to deliver tailor-made solutions for your business.

What challenges is your insurance company grappling with? Don’t hesitate to reach out to us, and together, we’ll identify the most suitable solutions to effectively address your unique needs!