Applied Epic integrations
Applied Epic, connected to the rest of your agency.
Agencies run on Epic, but the work doesn't stay there: carriers, raters, the CRM, accounting and home-grown tools all need the same client, policy and commission data. We build the integrations between them and the automation on top — including agents that pick up work from an incoming email and finish it across your systems.
What we build around Epic
Integrations that end the double entry, and the automation on top.
Most agencies we talk to have the same gap: Epic holds the record, every other system holds a copy, and people are the sync. These are the pieces we build to close it.
- 01
Carrier & rater integrations
Quote and policy data moving between Epic and your carriers and comparative raters without re-keying: submissions out, quotes and policy documents back, attached to the right client and policy.
- 02
CRM & marketing sync
Prospects, contacts and renewals kept consistent between Epic and the CRM your producers actually live in, so pipeline reporting and renewal outreach run from one source of truth.
- 03
Accounting & commissions
Premium, commission and receivables data reconciled between Epic and your accounting or payables system, with the exceptions surfaced instead of silently dropped.
- 04
In-house tools & portals
Client portals, producer dashboards, intake forms and internal tools that read from and write back to Epic — built against its APIs, not screen-scraping or nightly exports.
- 05
Data sync & reporting
Reliable, idempotent sync jobs and an event feed out of Epic, so your warehouse, BI and downstream systems see changes as they happen — with retries, dead-letter handling and an audit trail.
- 06
Workflow automation & agents
Service workflows that run themselves — renewals, endorsements, certificates, document handling — triggered by an email or a change in Epic and completed across the systems involved, with a person in the loop for the judgement calls.
Agentic workflows
From an incoming email to a finished workflow.
An agent watches a mailbox, works out what the email is asking for, and completes the job across Epic and the other systems involved — every step recorded, and a person brought in only where judgement is needed.
- 01
An email arrives
A carrier, client or producer sends a request: a renewal, an endorsement, a certificate, a document to file. Nobody types it into a queue by hand.
- 02
The agent reads it
It works out what is being asked and who it concerns. Anything ambiguous is flagged rather than guessed.
- 03
It gathers the context
It looks up what the request refers to in Epic and the other systems involved, so it works from the real state of things, not the email alone.
- 04
It does the work
It acts across the systems involved, with each action passing the same validation your team would apply.
- 05
A person signs off where it matters
Routine cases finish on their own. Anything outside policy, above a threshold or low in confidence waits for a human — and every step is logged, so you can see what was done and why.
Which mailboxes, which systems and which thresholds are yours to define.
How an engagement runs
Scoped around your workflows, not a generic connector.
Every agency's Epic setup is different — custom fields, activity codes, the way the service team actually works — so the first thing we do is learn yours.
- 01
Discovery & access
A short call, then a look at your Epic configuration, the systems around it and the workflows that cost the most time. You get a written scope with the integrations in priority order.
- 02
Design & build
We build against a sandbox first, with the field mappings, edge cases and failure handling written down and agreed before anything touches production data.
- 03
Pilot & roll-out
One workflow, one team, real volume — then the rest. Your staff see what changed and what to do when something is flagged for review.
- 04
Run & extend
Monitoring, alerting and a named engineer who knows your setup. As your carriers and tools change, the integrations change with them.
FAQ
Frequently Asked Questions
What agencies ask us before a first call.
Which systems can you connect to Applied Epic?
Carriers and comparative raters, CRMs, accounting and payables systems, document and e-signature tools, data warehouses and anything built in-house. If it has an API, an export or even just a mailbox, there is a way in — the discovery step confirms which one and in what order.
Will this change how our service team works in Epic?
Not by default. The integrations run behind the scenes, so Epic stays the system of record and your team keeps its screens. Where an automation does change a step — a request that now arrives pre-filled, an activity that closes itself — we document it and walk the team through it before roll-out.
What happens when an integration fails or an agent isn't sure?
It stops and tells someone. Every integration ships with retries, a dead-letter queue and alerting; every agent has a confidence threshold below which the case goes to a person with the context attached. Nothing is silently dropped and nothing is silently guessed.
Who owns the code and the data?
You do. The integrations live in your repositories and your cloud accounts, and your data stays within your environment and the systems you have asked us to connect. We hand over runbooks and can keep running it with you, or hand it to your own team.
Applied Epic is a trademark of Applied Systems, Inc.
Start a project
Tell us what you're building. We'll tell you whether we can help.
One 45-minute call, no slide deck, no pressure. If we're the wrong fit we'll say so — and point you toward someone who isn't.
- Response time
- Within 24 hrs
- Discovery call
- No cost, no deck
- Where we're based
- Belgrade · Remote-first