Applied Epic
Agency management system for insurance agencies and brokerages. Read and write clients, contacts, policies and lines, submissions, activities, attachments, commissions, accounting records, and agency configuration.
Three ways to use Applied Epic
Ask your specialist
Pull data, take actions, or answer questions with this integration, right in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Applied Epic.
Add Additional Attachment to Policy Line
Add an existing client document attachment to a policy line as an additional attachment (Policies API, /epic/policy/v2).
Add Additional Attach To
Attach another resource to attachment (Attachments API, /epic/attachment/v2).
Add Agency Defined Category to Account
Add an agency defined category to an account (Accounts API, /epic/account/v1).
Add a Task to an Activity
Add a new task to an existing activity (Activity API, /epic/activity/v1).
Add Lines to Policy from Carrier Submission
Move one or more lines from a carrier submission into an existing in-process policy (Submission Lifecycle API, /epic/submission-lifecycle/v1).
Bulk Export of Organizations given a list of IDs
Export up to 500 organizations given a number of organization guids (Organizations API, /epic/organization/v1).