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.
We build integrations with Applied Epic that put your product inside that workflow. Epic deployments vary and the data is reached through defined interfaces, so the work is rarely a checkbox. The information involved is regulated and sensitive, so we handle it deliberately, with scoped access, careful data handling, and reconciliation so both systems agree.
What we connect
- Accounts and clients, as one source of truth for who is insured.
- Policies, so your product works from the real, in-force book.
- Renewals and activities, kept aligned so nothing falls between systems.
- Documents and attachments, so forms and correspondence stay attached to the account.
- Carriers and lines of business, mapped consistently across both systems.
Common use cases
- A servicing or retention tool that reads accounts, policies, and renewals to prioritize work for producers.
- A product that writes activities, notes, or status back into Epic as the record of truth.
- An app that keeps accounts and policies aligned between your product and Epic for brokers and MGAs.
- A document workflow that moves forms and correspondence between your product and the Epic record.
How we build it
- We map the exact Epic objects, fields, and events your use case needs, then write a scope with data ownership, access rules, and acceptance criteria.
- We prototype against the Applied Epic interfaces with AI assistance, tested against non-production data, so a working spike exists in days.
- We write and review the real integration code: auth, sync, error handling, and reconciliation, with compliance-aware handling of sensitive data and human review before anything writes back.
- We ship it, document it, and keep it healthy as Epic changes.