The relationship
We build custom Applied Epic integrations so your B2B SaaS reads and writes the accounts, policies, and renewals brokers and agencies manage in Epic every day.
How to partner with Applied Epic
Applied Epic is a ERP platform. Put your product inside the agency management system brokers run on. A technology partnership here is not a logo on a partners page. It is a named owner, a commercial motion a seller can explain, and a plugin, API, or workflow a customer can run. ERP partnerships are slow and worth it when pull is real. The workflow is orders, inventory, or financials that currently live in a CSV. Scope ownership of each object. These platforms do not forgive a vague sync.
PartnerMatch would open this the same way we open every book: named overlap, a one-pager, then a scope. Read the the public API docs before the first call. Use the relationship method if you want the order on one page.
Commercial motion that actually runs
Built for retention first. SuiteApp or equivalent listing when there is a store. SI co-sell if a NetSuite or SAP partner already implements you. If Applied Epic has a take rate on a store, model it before you price the listing. A referral is the right first move for most B2B SaaS teams. Co-sell waits for a seller on their side who will attach you to a live deal.
What to ship first
For many brokers and agencies, Applied Epic is the agency management system the business runs on. Clients, accounts, policies, renewals, and activities all live there, and the data in it is the record producers and service teams work from every day. If your product cannot read from and write to Epic, it sits outside that workflow, and adoption stalls.
One object, one direction, a reconciliation report. Then the next object. Put the listing, the help article, and the seller sentence on the same checklist as auth. A connector nobody can find is not a partnership.
How this usually fails
Two-way everything. No delete behavior. Promising Salesforce-speed delivery on an ERP. On Applied Epic specifically: arriving without a workflow, asking for co-sell before anything is installed, and treating Start from a shared customer workflow.
Aspiring partner managers: the Academy lessons platform programs, marketplace listings, and scoping for non-engineers are the class. Companies that want the channel built book a Partner Audit.
The integration
For many brokers and agencies, Applied Epic is the agency management system the business runs on. Clients, accounts, policies, renewals, and activities all live there, and the data in it is the record producers and service teams work from every day. If your product cannot read from and write to Epic, it sits outside that workflow, and adoption stalls.
What to connect first
- Accounts and clients, as one source of truth for who is insured.
- Policies
- Renewals and activities, kept aligned so nothing falls between systems.
- Documents and attachments
- Carriers and lines of business, mapped consistently across both systems.
Who to find at Applied Epic
We do not invent names. Applied Epic assigns a partner manager after you are in the program. The seats to look for:
- Technology / integration partner manager
Start from a shared customer workflow. Named demand beats a cold logo request.
People move. Verify on the partner program page before you write to anyone.
FAQ
How do you become a Applied Epic technology partner?
Start from a shared customer workflow. Named demand beats a cold logo request. There is no public partner portal we would treat as the front door. Lead with a shared customer job and a scope an engineer can build.
What integration should you ship first with Applied Epic?
Ship one job, not a platform rewrite. On Applied Epic that usually means: Accounts and clients, as one source of truth for who is insured.. One object, one direction, a reconciliation report. Then the next object.
Does Applied Epic have a marketplace or app store?
Applied Epic does not have a public app store we would treat as the main distribution. Distribution is the relationship, the field, or a listing on a connected platform.
Who should you contact at Applied Epic?
We do not invent names. Look for Technology / integration partner manager. Start from a shared customer workflow. Named demand beats a cold logo request.
This page is independent. PartnerMatch is not affiliated with Applied Epic. Program terms change. Read them on the official pages above before you commit engineering. Last reviewed August 2026.