Applied Epic to Salesforce
Break free from per-user licensing and API limitations. A custom integration gives you full control over your data, your sandboxes, and your costs.
The Applied Epic Connector Problem
The AppExchange connector from Applied Systems works, but it comes with real limitations.
Per-User Licensing Fees
$49 per Salesforce user, per month. A 100-person team costs $58,800/year just for the connector.
Lead Conversion Constraints
The connector's workflow is designed to push data into Epic, not optimize your sales process. You're locked into Applied's conversion logic.
Limited Data Coverage
Syncs Accounts, Contacts, Policies, Activities, and Attachments. Missing: claims data, commission details, custom fields.
No Downstream Integration
The connector only talks to Salesforce. Everything else requires another solution.
Sandbox Refresh Costs
When you refresh a Salesforce sandbox, the connector breaks. A customer was recently quoted $12,500 by Applied to reconnect their integration after a sandbox refresh.
Vendor Control
Applied decides what features get built and when.
Why Build a Custom Integration?
A purpose-built integration costs more upfront but eliminates recurring fees and gives you full control.
Fixed Cost Model
No per-user licensing. Whether you have 50 users or 500, the integration cost stays the same.
Comprehensive Data Sync
Policies, claims, commissions, invoices, producer data, suspenses, remarks. If it's in Epic, we can sync it.
Sandbox Management
Refresh your Salesforce sandbox whenever you need to. Reconnect the integration yourself in minutes, not weeks.
Multi-System Integration
Push policy data to your data warehouse, marketing automation, accounting system, or client portal.
Code Ownership
No vendor lock-in. Your intellectual property, your control.
When the API Isn't Enough
What's RPA?
RPA stands for Robotic Process Automation. It's software that mimics human actions in an application, like clicking buttons, entering data, and moving through screens.
Think of it as a digital worker that can log into Applied Epic and perform tasks just like a person would, but faster and without getting tired.
When We Use It
- ✓ Data visible in Epic but not API-exposed
- ✓ Writing data back when API endpoints aren't available
- ✓ Complex multi-screen workflows
- ✓ Report and document extraction
Works With Your Salesforce Setup
Custom Policy Object
For Sales Cloud or Service Cloud.
Sync Epic policy data to a custom Policy object tailored to your specific fields and workflows.
Financial Services Cloud
Integrate directly with the standard InsurancePolicy object.
Policy data fits naturally into your existing setup.
Sandbox refresh cost
With a custom integration, sandbox refreshes are a routine operation you handle yourself. No vendor involvement, no surprise quotes, no waiting weeks for reconnection. Refresh when you need to, reconnect in minutes, and keep your development cycles moving.
How We Build It
Map Your Data Flows
Document Epic data destinations, sync triggers, automation, edge cases.
Design the Architecture
API-first where Epic supports it, RPA for gaps. Options include MuleSoft, Workato, or custom middleware.
Build and Validate
Staging tables, validation rules, duplicate handling, error logging.
Go Live and Monitor
Production deployment with alerting, retry logic, dashboards.
Applied Connector vs. Custom Integration
Side-by-side on the dimensions that matter when you're scaling.
|
Compare
| Vendor product Applied Epic Connector | HipTen build Custom Integration |
|---|---|---|
| Licensing | $49/user/month | Fixed cost, unlimited users |
| Sales process | Forced lead conversion workflow | Design your own sales process |
| Data coverage | Limited to supported objects | Any data in Applied Epic |
| Sandbox refresh | Vendor ticket required | Self-service sandbox management |
| Roadmap control | Applied controls the roadmap | You own the integration |
| Downstream systems | Salesforce only | Feed any system |
| Support | Limited vendor support | Dedicated ongoing support |
Vendor product
Applied Epic Connector
HipTen build
Custom Integration
Licensing
Sales process
Data coverage
Sandbox refresh
Roadmap control
Downstream systems
Support
What Can You Sync?
75+ data points available, including:
We Know Insurance + Salesforce
HipTen works exclusively with insurance organizations. Carriers, MGAs, brokerages, agencies. We understand your data, your workflows, and the systems you rely on. Applied Epic integrations are part of what we do.
0
Insurance clients served
50%
Insurance-focused
2026
Founded
Ready to take control of your integration?
We'll map out your Applied Epic to Salesforce data flows and show you what's possible beyond the standard connector.