# Applied Epic integration

> 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.

- Authentication: apiKey

## Tools (366)

- **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).
- **Convert between SDK and API identifiers.**: Convert between Epic SDK integer identifiers and API Suite GUID identifiers for various Epic resources (Conversions API, /epic/conversion/v1).
- **Create Account Relationship**: Creates a relationship between two accounts (Accounts API, /epic/account/v1).
- **Create Activity Note**: Creates a new note on an activity, optionally associated with one of the activity's tasks (Activity API, /epic/activity/v1).
- **Create Activity Note Access Level**: Create a new activity note access level (Activity API, /epic/activity/v1).
- **Create a new Payment Method**: Add a new payment method (CRM Module API, /crm/v1).
- **Create a non system generated Activity (Activity)**: Create a new non system generated activity (Activity API, /epic/activity/v1).
- **Create a non system generated Activity (Workflow Management Module)**: Create a new non system generated activity (Workflow Management Module API, /workflow-management/v1).
- **Create a Policy**: Create a new policy under an existing client (Policy Module API, /policy/v1).
- **Create Attachment**: Create a new attachment (Attachments API, /epic/attachment/v2).
- **Create Carrier Submission**: Create a new carrier submission for a marketing submission by selecting one or more of the lines from the marketing submission to get a quote from a carrier (Marketing Submissions API, /epic/marketing-submission/v1).
- **Create Client (Clients)**: Add a new prospective or insured client account (Clients API, /epic/client/v1).
- **Create Client (CRM Module)**: Create a new client (CRM Module API, /crm/v1).
- **Create Contact**: Create a new contact on a client (CRM Module API, /crm/v1).
- **Create General Ledger Activity**: Create new General Ledger Activity (Epic SDK Module API, /sdk/v1).
- **Create Journal Entry**: Create new Journal Entry (Epic SDK Module API, /sdk/v1).
- **Create Line**: Create a new line (Policies API, /epic/policy/v2).
- **Create Marketing Line**: Create a new marketing line (Marketing Submissions API, /epic/marketing-submission/v1).
- **Create Marketing Line from Existing Line**: Create a new marketing line by copying from an existing policy line (Marketing Submissions API, /epic/marketing-submission/v1).
- **Create Marketing Submission**: Create a new marketing submission (Marketing Submissions API, /epic/marketing-submission/v1).
- **Create new activity**: Inserts new activity (Epic SDK Module API, /sdk/v1).
- **Create new broker**: Add new broker (Epic SDK Module API, /sdk/v1).
- **Create New Client**: Inserts new client (Epic SDK Module API, /sdk/v1).
- **Create new company**: Creates new company (Epic SDK Module API, /sdk/v1).
- **Create New Contact**: Inserts new contact (Epic SDK Module API, /sdk/v1).
- **Create new Employee**: Create New Employee (Epic SDK Module API, /sdk/v1).
- **Create new General Ledger Disbursement**: Creates new General Ledger Disbursement (Epic SDK Module API, /sdk/v1).
- **Create new General Ledger Receipt**: Creates new General Ledger Receipt (Epic SDK Module API, /sdk/v1).
- **Create New Line**: Inserts new line (Epic SDK Module API, /sdk/v1).
- **Create new opportunity**: Inserts new opportunity (Epic SDK Module API, /sdk/v1).
- **Create New Policy**: Create New Policy (Epic SDK Module API, /sdk/v1).
- **Create new transaction**: Add new transaction (Epic SDK Module API, /sdk/v1).
- **Create new Voucher**: Create new Voucher (Epic SDK Module API, /sdk/v1).
- **Create Policy**: Create a new policy (Policies API, /epic/policy/v2).
- **Create Policy from Carrier Submission**: Convert one or more lines from a carrier submission into a new in-process policy (Submission Lifecycle API, /epic/submission-lifecycle/v1).
- **Create Policy Line**: Create a new policy line under an existing policy (Policy Module API, /policy/v1).
- **Create Rate Information for Rate Plan**: Create rate information for a rate plan (Policies API, /epic/policy/v2).
- **Create Rate Plan**: Create a new rate plan for a policy line (Policies API, /epic/policy/v2).
- **Create Renewal from Carrier Submission**: Convert one or more lines from a carrier submission into a policy renewal for an existing policy (Submission Lifecycle API, /epic/submission-lifecycle/v1).
- **Creating A New Single Submission**: Creating a new single submission (Applied Epic Forms Module API, /pdc/v1).
- **Delete Account Relationship**: Deletes an existing relationship between two accounts (Accounts API, /epic/account/v1).
- **Delete Activity Note Access Level**: Delete an activity note access level (Activity API, /epic/activity/v1).
- **Delete Agency Defined Category for Account**: Deletes an Agency Defined Category from an account (Accounts API, /epic/account/v1).
- **Delete A Submission Form**: Delete a submission form (Applied Epic Forms Module API, /pdc/v1).
- **Delete Carrier Submission**: Deletes a carrier submission (Marketing Submissions API, /epic/marketing-submission/v1).
- **Delete Carrier Submission Line**: Deletes a carrier submission line (Marketing Submissions API, /epic/marketing-submission/v1).
- **Delete Client Servicing Role**: Removes an employee from a servicing role on a client (Clients API, /epic/client/v1).
- **Delete Marketing Line**: Deletes a marketing line (Marketing Submissions API, /epic/marketing-submission/v1).
- **Delete Marketing Submission**: Deletes a marketing submission (Marketing Submissions API, /epic/marketing-submission/v1).
- **Delete opportunity**: Deletes existing opportunity (Epic SDK Module API, /sdk/v1).
- **Delete payment method by payment method ID**: Delete a specific payment method by payment method ID (CRM Module API, /crm/v1).
- **Delete Policy**: Delete a specific new or renewal policy that is still in process by its ID (Policies API, /epic/policy/v2).
- **Delete Service**: Delete a specific service by its ID (Services API, /epic/service/v1).
- **Generates the email content for an email template by resolving the merge variables based on the provided IDs**: Generates Email Content (Configuration Module API, /configure/v1).
- **Get ACA Preparer**: Retrieve a list of ACA preparer entries from custom policy information (Benefits Configuration API, /epic/benefits-configure/v1).
- **Get Access Level by ID**: Get Access Level by ID (Attachment Access Levels API, /epic/attachment-access-level/v1).
- **Get Access Levels**: Get Access Levels (Attachment Access Levels API, /epic/attachment-access-level/v1).
- **Get Account by ID**: Get details of an account by its unique identifier (Accounts API, /epic/account/v1).
- **Get Account Relationship by ID**: Get details of an account relationship by its unique identifier (Accounts API, /epic/account/v1).
- **Get Accounts**: Get a list of accounts (Accounts API, /epic/account/v1).
- **Get account sources**: Retrieves a list of account sources (CRM Module API, /crm/v1).
- **Get Account Sources**: Retrieve account source options configured in Epic (Clients API, /epic/client/v1).
- **Get Account System Settings**: Returns system settings related to Accounts, Contacts, and Opportunities (Accounts API, /epic/account/v1).
- **Get activities**: Retrieves a list of activities matching the filter (Epic SDK Module API, /sdk/v1).
- **Get Activities**: Retrieve a collection of activities (Activity API, /epic/activity/v1).
- **Get Activity Amount Qualifiers**: Get a list of valid amount qualifier (unit) values for use on an activity's amount, with optional filtering by active status (Activity API, /epic/activity/v1).
- **Get Activity by Activity ID (Epic SDK Module)**: Retrieve the information of a activity with the matching activity ID (Epic SDK Module API, /sdk/v1).
- **Get Activity by Activity ID (Workflow Management Module)**: Retrieve the information of an activity with the matching activity ID (Workflow Management Module API, /workflow-management/v1).
- **Get Activity by ID**: Get a specific activity by its unique identifier with optional embedding of related resources (Activity API, /epic/activity/v1).
- **Get Activity Categories**: Get a list of activity categories with optional filtering (Activity API, /epic/activity/v1).
- **Get Activity Category by ID**: Get a specific activity category by its unique identifier with optional embedding of related resources (Activity API, /epic/activity/v1).
- **Get Activity Code Defaults**: Retrieve the default values for an activity code based on the activity code ID (Workflow Management Module API, /workflow-management/v1).
- **Get Activity Codes (Activity)**: Get a list of activity codes with optional filtering and embedding of related resources (Activity API, /epic/activity/v1).
- **Get Activity Codes (Workflow Management Module)**: Retrieve a list of activity codes that can be used when adding an activity (Workflow Management Module API, /workflow-management/v1).
- **Get Activity Note Access Level by ID**: Get a specific activity note access level by its unique identifier (Activity API, /epic/activity/v1).
- **Get Activity Note Access Levels**: Get a list of activity note access levels (Activity API, /epic/activity/v1).
- **Get activity note by activity note ID**: Retrieve a single activity note (Workflow Management Module API, /workflow-management/v1).
- **Get Activity Notes**: Get a list of notes associated with an activity (Activity API, /epic/activity/v1).
- **Get Activity Task by ID**: Get a specific activity task by its unique identifier with optional embedding of related resources (Activity API, /epic/activity/v1).
- **Get Activity Tasks**: Get a list of activity tasks, with optional embedding of related resources (Activity API, /epic/activity/v1).
- **Get Additional Attachment Detail for Policy Line**: Get the full detail of an additional attachment on a policy line (Policies API, /epic/policy/v2).
- **Get Additional Attachment (Marketing Submissions) [GET carrier-submissions/additional-attachments]**: Get the details of an additional attachment associated to a carrier submission (Marketing Submissions API, /epic/marketing-submission/v1).
- **Get Additional Attachment (Marketing Submissions) [GET marketing-submissions/additional-attachments]**: Get the details of an additional attachment associated to a master marketing submission (Marketing Submissions API, /epic/marketing-submission/v1).
- **Get Additional Attachments by Carrier Submission**: Get a filtered list of additional attachments for a carrier submission (Marketing Submissions API, /epic/marketing-submission/v1).
- **Get Additional Attachments by Line**: Retrieve a list of additional attachments associated with a policy line (Policies API, /epic/policy/v2).
- **Get Additional Attachments by Marketing Submission**: Get a filtered list of additional attachments for a master marketing submission (Marketing Submissions API, /epic/marketing-submission/v1).
- **Get address descriptions**: Retrieves a list of address descriptions that may be used when adding a address to a client (CRM Module API, /crm/v1).
- **Get A Form**: Retrieves metadata for a single form (Applied Epic Forms Module API, /pdc/v1).
- **Get A Form Definition For A Submission**: Retrieve form definition for a particular submission (Applied Epic Forms Module API, /pdc/v1).
- **Get A Form's Field Definitions**: Retrieves form fields with metadata (Applied Epic Forms Module API, /pdc/v1).
- **Get A Form's Form Fields, Blocks, Definition**: Retrieves form fields, blocks, definition for a single form (Applied Epic Forms Module API, /pdc/v1).
- **Get A Form's Repeatables And FormFields**: Retrieves formFields and repeatables for a single form (Applied Epic Forms Module API, /pdc/v1).
- **Get agencies**: Retrieve a list of agencies that are part of an organization that the caller has access to that can be used to populate a new client (CRM Module API, /crm/v1).
- **Get agency by id**: Retrieve an agency that is part of an organization that the caller has access to by id (CRM Module API, /crm/v1).
- **Get agency defined categories**: Retrieves agency defined categories (Configuration Module API, /configure/v1).
- **Get Agency Defined Categories for Account**: Get list of agency defined categories for an account (Accounts API, /epic/account/v1).
- **Get agency defined category by ID**: Retrieves an agency defined category by id (Configuration Module API, /configure/v1).
- **Get a list of email templates**: Retrieves the list of active email templates (Configuration Module API, /configure/v1).
- **Get an option for an agency defined category by ID**: Retrieves an option for an agency defined category by id (Configuration Module API, /configure/v1).
- **Get Applicable Lines Portal**: Retrieve a list of applicable lines portal entries from custom policy information (Benefits Configuration API, /epic/benefits-configure/v1).
- **Get a specific payment method by Payment Method ID**: Retrieves a specific payment method by Payment Method ID (CRM Module API, /crm/v1).
- **Get A Submission's Prefill, Form Definition, and Client ID**: Returns prefill, form definition, and client ID for a submission (Applied Epic Forms Module API, /pdc/v1).
- **Get Attachment by ID**: Get a specific attachment (Attachments API, /epic/attachment/v2).
- **Get Attachments**: Get list of attachments (Attachments API, /epic/attachment/v2).
- **Get Attachment System Settings**: Get the system-wide default settings for attachments (Attachments API, /epic/attachment/v2).
- **Get Attachment Upload URL**: Get a URL to upload the file for an attachment whose file has not yet been uploaded (Attachments API, /epic/attachment/v2).
- **Get Available Forms**: Retrieves list of available forms (Applied Epic Forms Module API, /pdc/v1).
- **Get Benefits Client by ID**: Get benefits client by id (Clients API, /epic/client/v1).
- **GET Benefits Clients**: Get list of clients (Clients API, /epic/client/v1).
- **Get branches in organziations**: Retrieve a collection of branches that are part of an organization with the supplied agency that the caller has access to (CRM Module API, /crm/v1).
- **Get branding profiles**: Retrieves email branding profiles (Configuration Module API, /configure/v1).
- **Get Broker by Broker ID (Brokers)**: Retrieve a single broker by its ID (Brokers API, /epic/broker/v1).
- **Get Broker by Broker ID (Epic SDK Module)**: Retrieve the information of a broker with the matching broker ID (Epic SDK Module API, /sdk/v1).
- **Get Brokers (Brokers)**: Get a filtered list of brokers (Brokers API, /epic/broker/v1).
- **Get Brokers (CRM Module)**: Retrieve a collection of brokers (CRM Module API, /crm/v1).
- **Get Brokers (Epic SDK Module)**: Retrieves a list of brokers by filter (Epic SDK Module API, /sdk/v1).
- **Get Carrier Submission by ID**: Get a carrier submission by its ID (Marketing Submissions API, /epic/marketing-submission/v1).
- **Get Carrier Submission Line by ID**: Get details for a carrier submission line (Marketing Submissions API, /epic/marketing-submission/v1).
- **Get Carrier Submission Lines**: Get list of carrier submission lines (Marketing Submissions API, /epic/marketing-submission/v1).
- **Get Carrier Submission Line Servicing Roles**: Get list of servicing roles for a carrier submission line (Marketing Submissions API, /epic/marketing-submission/v1).
- **Get Carrier Submissions**: Get list of carrier submissions (Marketing Submissions API, /epic/marketing-submission/v1).
- **Get change tracking**: This function will retrieve data changes that occured for the specified tables and after the specified change tracking date (Epic SDK Module API, /sdk/v1).
- **Get Claim by Claim ID**: Retrieve the information of a claim with the matching claim ID (Epic SDK Module API, /sdk/v1).
- **Get Claims**: Retrieves a list of claims by filter (Epic SDK Module API, /sdk/v1).
- **Get Claims by Client ID**: Retrieve a list of claims based on client ID (Policy Module API, /policy/v1).
- **Get Client Activities**: Retrieve a collection of activities associated to a client (Workflow Management Module API, /workflow-management/v1).
- **Get client agency defined categories**: Retrieves active client options for agency defined categories (CRM Module API, /crm/v1).
- **Get Client by Client ID**: Retrieve the information of a client with the matching client ID (CRM Module API, /crm/v1).
- **Get Client by Id**: Retrieves existing client by id (Epic SDK Module API, /sdk/v1).
- **Get Client by ID**: Get client by id (Clients API, /epic/client/v1).
- **Get Clients (Clients)**: Get list of clients (Clients API, /epic/client/v1).
- **Get Clients (CRM Module)**: Retrieve a collection of clients (CRM Module API, /crm/v1).
- **Get Clients (Epic SDK Module)**: Retrieves a list of clients matching the filter (Epic SDK Module API, /sdk/v1).
- **Get Client Servicing Role**: Retrieve additional detail about a single servicing role assigned to a client account (Clients API, /epic/client/v1).
- **Get COBRA Administration**: Retrieve a list of COBRA administration entries from custom policy information (Benefits Configuration API, /epic/benefits-configure/v1).
- **Get Commission Agreement by ID**: Get a commission agreement by id (Commissions API, /epic/commission/v1).
- **Get Commission Agreements by Broker ID**: Retrieve a collection of commission agreements for a specified Broker ID (CRM Module API, /crm/v1).
- **Get companies**: Retrieves a list of companies matching the search criteria (Epic SDK Module API, /sdk/v1).
- **Get Companies**: Get a list of companies (Companies API, /epic/company/v1).
- **Get Company**: Retrieve details of the company with the matching ID (CRM Module API, /crm/v1).
- **Get company by id**: Retrieves existing company by id (Epic SDK Module API, /sdk/v1).
- **Get Company by ID**: Get a company by companyId (Companies API, /epic/company/v1).
- **Get Configurations**: Retrieve a list of benefits configuration types and if using this configuration is optional or required (Benefits Configuration API, /epic/benefits-configure/v1).
- **Get Contact by Contact ID**: Retrieve the information of a contact with the matching contact ID (CRM Module API, /crm/v1).
- **Get Contact by ID**: Get contact by id (Contacts API, /epic/contact/v1).
- **Get Contact Classification by ID**: Get Contact Classification by id (Contacts API, /epic/contact/v1).
- **Get contact classifications**: Retrieve a list of active contact classifications (CRM Module API, /crm/v1).
- **Get Contacts (CRM Module) [GET clients/contacts]**: Retrieve a collection of contacts for a client (CRM Module API, /crm/v1).
- **Get Contacts (CRM Module) [GET contacts]**: Retrieve a collection of contacts (CRM Module API, /crm/v1).
- **Get Contacts (Epic SDK Module)**: Retrieves a list of contacts matching the filter (Epic SDK Module API, /sdk/v1).
- **Get Contact with Personal Information by ID**: Get contact by id including sensitive personal information (Contacts API, /epic/contact/v1).
- **Get Coverage Ends**: Retrieve a list of coverage end options from custom policy information (Benefits Configuration API, /epic/benefits-configure/v1).
- **Get Coverage Starts**: Retrieve a list of coverage start options from custom policy information (Benefits Configuration API, /epic/benefits-configure/v1).
- **Get Custom Policy Information**: Retrieves a collection of 'custom-policy-information' resources (Policy Module API, /policy/v1).
- **Get Declined Reasons**: Retrieves the list of reasons a carrier can give for declining a carrier submission line (Marketing Submissions API, /epic/marketing-submission/v1).
- **Get Departments**: Retrieve a list of departments (CRM Module API, /crm/v1).
- **Get details for a specific email template**: Retrieves the template details for a specific template ID (Configuration Module API, /configure/v1).
- **Get Duplicate Clients**: Retrieve a list of duplicate clients that have matching client or contact info (CRM Module API, /crm/v1).
- **Get email signatures**: Retrieves email signatures (Configuration Module API, /configure/v1).
- **Get Employee**: Retrieve details of an employee (CRM Module API, /crm/v1).
- **Get Employee Activity Owners**: Retrieve a list of employees that can be owners to be used when filtering a list of activities or adding an activity (Workflow Management Module API, /workflow-management/v1).
- **Get Employee by ID**: Get a specific employee by its unique identifier (Employees API, /epic/employee/v1).
- **Get Employee Classes for Benefits Client**: List Employee classes for a Benefits Client (Clients API, /epic/client/v1).
- **Get Employee Class for a given Id**: Get EmployeeClass for a given Id (Clients API, /epic/client/v1).
- **Get Employees**: Retrieves a list of employees matching the search criteria (Epic SDK Module API, /sdk/v1).
- **Get Employees List**: Get a list of employees with optional filtering (Employees API, /epic/employee/v1).
- **Get Enrollment Portal Statuses**: Retrieve a list of enrollment portal statuses from custom policy information (Benefits Configuration API, /epic/benefits-configure/v1).
- **Get Finance Companies**: Retrieve a collection of Finance Companies (CRM Module API, /crm/v1).
- **Get Folder by ID**: Get Folder by ID (Attachment Folders API, /epic/attachment-folder/v1).
- **Get Folders**: Get Folders (Attachment Folders API, /epic/attachment-folder/v1).
- **Get Form 5500 Preparer**: Retrieve a list of Form 5500 preparer entries from custom policy information (Benefits Configuration API, /epic/benefits-configure/v1).
- **Get General Ledger Activities**: Retrieves a list of general ledger activities matching the search criteria (Epic SDK Module API, /sdk/v1).
- **Get General Ledger Activity by activity ID**: Retrieve the information of a general ledger activity with the matching activity ID (Epic SDK Module API, /sdk/v1).
- **Get GeneralLedgerDisbursement By GeneralLedgerDisbursement ID**: Retrieve the information of a general ledger disbursement with the matching general ledger disbursement ID (Epic SDK Module API, /sdk/v1).
- **Get GeneralLedgerDisbursements**: Retrieves a list of general ledger disbursements matching the search criteria (Epic SDK Module API, /sdk/v1).
- **Get GeneralLedgerReceipt By GeneralLedgerReceipt ID**: Retrieve the information of a general ledger receipt with the matching general ledger receipt ID (Epic SDK Module API, /sdk/v1).
- **Get GeneralLedgerReceipts**: Retrieves a list of general ledger receipts matching the search criteria (Epic SDK Module API, /sdk/v1).
- **Get GeneralLiabilityRemark By GeneralLiabilityRemark ID**: Retrieve the information of a general liability remark with the matching ID (Epic SDK Module API, /sdk/v1).
- **Get GeneralLiabilityRemarks**: Retrieves a list of general liability remarks matching the search criteria (Epic SDK Module API, /sdk/v1).
- **Get Identification Numbers for Account**: Get the identification numbers held against an account (Accounts API, /epic/account/v1).
- **Get Identification Number with Personal Information**: Get one identification number including its value, whatever its classification (Accounts API, /epic/account/v1).
- **Get Integration Types**: Retrieve a list of integration types from custom policy information (Benefits Configuration API, /epic/benefits-configure/v1).
- **Get Invoice Layouts**: Retrieve invoice layout templates configured in Epic (Accounting Record API, /epic/accounting-record/v1).
- **Get Issuing Companies (CRM Module)**: Retrieve a list of issuing companies (CRM Module API, /crm/v1).
- **Get Issuing Companies (Workflow Management Module)**: Retrieve a list of issuing companies that can be used when adding an activity (Workflow Management Module API, /workflow-management/v1).
- **Get Issuing Locations**: Retrieve a list of issuing locations (Policy Module API, /policy/v1).
- **Get Journal Entries**: Retrieves a list of journal entries matching the search criteria (Epic SDK Module API, /sdk/v1).
- **Get Journal Entry by Journal Entry ID**: Retrieve the information of a journal entry with the matching journal entry ID (Epic SDK Module API, /sdk/v1).
- **Get Line by Id**: Retrieves existing line by id (Epic SDK Module API, /sdk/v1).
- **Get Line by Line ID**: Retrieve a single line (Policies API, /epic/policy/v2).
- **Get Lines (Epic SDK Module)**: Retrieves a list of lines matching the filter (Epic SDK Module API, /sdk/v1).
- **Get Lines (Policies)**: Get a filtered list of lines (Policies API, /epic/policy/v2).
- **Get List of Custom Policy Information Field Descriptions**: Retrieve a list of rate descriptions for custom policy information fields (Policy Module API, /policy/v1).
- **Get Lookup**: Retrieves a Lookup matching the search criteria (Epic SDK Module API, /sdk/v1).
- **Get Marketing Client Responses**: Get a list of marketing client responses (Marketing Submissions API, /epic/marketing-submission/v1).
- **Get Marketing Line by ID**: Get a marketing line by its ID (Marketing Submissions API, /epic/marketing-submission/v1).
- **Get Marketing Lines**: Get list of marketing lines (Marketing Submissions API, /epic/marketing-submission/v1).
- **Get Marketing Line Servicing Roles**: Get list of servicing roles for a marketing line (Marketing Submissions API, /epic/marketing-submission/v1).
- **Get Marketing Submission by ID**: Get a marketing submission by its ID (Marketing Submissions API, /epic/marketing-submission/v1).
- **Get Marketing Submissions**: Get list of marketing submissions (Marketing Submissions API, /epic/marketing-submission/v1).
- **Get Marketing Submissions by Client ID**: Retrieve a list of marketing submissions based on client ID (Policy Module API, /policy/v1).
- **Get Marketing Submission Status by ID**: Retrieves a single status for a carrier submission (Marketing Submissions API, /epic/marketing-submission/v1).
- **Get Marketing Submission Statuses**: Retrieves a list of potential statuses for a carrier submission (Marketing Submissions API, /epic/marketing-submission/v1).
- **Get NAICS codes**: Retrieve a list of NAICS codes (CRM Module API, /crm/v1).
- **Get Note Access Levels**: Retrieve a list of access levels for activity notes that the provided user is granted security permissions to view (Workflow Management Module API, /workflow-management/v1).
- **Get notes for an activity by activity ID**: Retrieve a list of notes for an activity (Workflow Management Module API, /workflow-management/v1).
- **Get opportunities**: Retrieves a list of opportunities matching the filter (Epic SDK Module API, /sdk/v1).
- **Get Opportunities**: Get list of opportunities (Opportunities API, /epic/opportunity/v1).
- **Get opportunity by id**: Retrieves existing opportunity by id (Epic SDK Module API, /sdk/v1).
- **Get Opportunity by ID**: Get opportunity by its ID (Opportunities API, /epic/opportunity/v1).
- **Get Option**: Retrieves specifed option type (Epic SDK Module API, /sdk/v1).
- **Get options for an agency defined category**: Retrieves options for an agency defined category (Configuration Module API, /configure/v1).
- **Get Organization by ID**: Get organization by id (Organizations API, /epic/organization/v1).
- **Get Organizations**: Get list of organizations (Organizations API, /epic/organization/v1).
- **Get Organizations for a Company**: List of organizations for a company (Companies API, /epic/company/v1).
- **Get Organizations for Attachment**: List organizations for an Attachment (Attachments API, /epic/attachment/v2).
- **Get Organizations for Client**: List Organizations for a Client (Clients API, /epic/client/v1).
- **Get Payable Contract by ID**: Get a payable contract by id (Commissions API, /epic/commission/v1).
- **Get Payable Contracts by Broker ID**: Retrieve a collection of payable contracts for a specified Broker ID (CRM Module API, /crm/v1).
- **GET Payment methods by contact ID**: Retrieves a list of Payment methods by Contact ID (CRM Module API, /crm/v1).
- **Get Payroll Cycles**: Retrieve a list of payroll cycle options from custom policy information (Benefits Configuration API, /epic/benefits-configure/v1).
- **Get PCORI Filed By**: Retrieve a list of PCORI (Patient-Centered Outcomes Research Institute) filed by entries from custom policy information (Benefits Configuration API, /epic/benefits-configure/v1).
- **Get people to associate to an account**: Retrieves a list of people for purposes of associating with an account (CRM Module API, /crm/v1).
- **Get Person by ID**: Get a person by personId (Contacts API, /epic/contact/v1).
- **Get Plan Name**: Retrieve a single custom policy plan name by its unique identifier (Benefits Configuration API, /epic/benefits-configure/v1).
- **Get Policies**: Retrieves a list of policies by filter (Epic SDK Module API, /sdk/v1).
- **Get Policies by Client ID**: Retrieve a list of policies based on client ID (Policy Module API, /policy/v1).
- **Get policy by id**: Retrieves existing policy by id (Epic SDK Module API, /sdk/v1).
- **Get Policy by Policy ID**: Retrieve a single policy by its unique identifier (Policies API, /epic/policy/v2).
- **GET Policy by Policy ID**: Retrieve a single policy based on policy ID (Policy Module API, /policy/v1).
- **Get Policy Information by Line ID**: Retrieve the policy information that belongs to a policy line (Policy Module API, /policy/v1).
- **GET Policy Line by Line ID**: Retrieve a single policy line that belongs to a policy (Policy Module API, /policy/v1).
- **Get Policy Lines**: Retrieve a collection of `policy-line` resources with filtering (Policy Module API, /policy/v1).
- **Get Policy Lines by Policy ID**: Retrieve all the policy line information from a certain date (Policy Module API, /policy/v1).
- **GET Policy Source by Source ID**: Retrieve the detail of a single policy source including its associated policy types (Policies API, /epic/policy/v2).
- **Get Policy Sources**: Get a filtered list of policy sources (Policies API, /epic/policy/v2).
- **Get Policy Status by ID**: Retrieve a single policy status by its unique identifier (Policies API, /epic/policy/v2).
- **Get Policy Statuses**: Get a filtered list of policy statuses (Policies API, /epic/policy/v2).
- **Get Policy System Settings**: Returns the system-wide configuration that controls which policy service summary records appear in policy listviews, including display thresholds for cancelled and lapsed policies and which service summary states are excluded from the list (Policies API, /epic/policy/v2).
- **Get Policy Type by ID**: Retrieve a single policy type by its ID (Policies API, /epic/policy/v2).
- **Get Policy Types (Policies)**: Get a filtered list of policy types (Policies API, /epic/policy/v2).
- **Get Policy Types (Policy Module)**: Retrieve a list of policies types (Policy Module API, /policy/v1).
- **Get prefixes**: Retrieve options for name prefixes (CRM Module API, /crm/v1).
- **Get Premium Payable Companies**: Retrieve a list of premium payable companies (CRM Module API, /crm/v1).
- **Get Premium Payable Entities (CRM Module)**: Retrieve a list of premium payable companies (CRM Module API, /crm/v1).
- **Get Premium Payable Entities (Workflow Management Module)**: Retrieve a list of valid premium payable entities, to be used when adding an activity (Workflow Management Module API, /workflow-management/v1).
- **Get Primary Deduction Frequency**: Retrieve a list of primary deduction frequency entries from custom policy information (Benefits Configuration API, /epic/benefits-configure/v1).
- **Get Producer Broker Commission by ID**: Retrieve a single or multi term producer broker commission (Policies API, /epic/policy/v2).
- **Get Producer Broker Commission by Line**: Retrieve producer broker commission information for a line (Policies API, /epic/policy/v2).
- **Get Producer Broker Commission System Settings**: Retrieves system settings used to drive producer broker commission behavior (Policies API, /epic/policy/v2).
- **Get Profit Centers**: Retrieve a list of profit centers (CRM Module API, /crm/v1).
- **Get Rate Information by ID**: Retrieve a single rate information record by its unique identifier (Policies API, /epic/policy/v2).
- **Get Rate Informations by Rate Plan ID**: Retrieve a list of rate informations for a rate plan (Policy Module API, /policy/v1).
- **Get Rate Plan by ID**: Retrieve a single rate plan by its unique identifier (Policies API, /epic/policy/v2).
- **Get Rate Plans**: Get a filtered list of rate plans (Policies API, /epic/policy/v2).
- **Get Rate Plans by Line ID**: Retrieve a list of rate plans for a line (Policy Module API, /policy/v1).
- **Get Receipt items necessary to Apply Debits to Credits for the insert receipt**: Populates a receipt detail object with dynamic items necessary to Apply Debits to Credits during the insert receipt workflow (Epic SDK Module API, /sdk/v1).
- **Get related accounts to establish a relationship with another account**: Retrieves a list of accounts for purposes of defining a relationship with another account (CRM Module API, /crm/v1).
- **Get Relationship by ID**: Get relationship type by ID (Accounts API, /epic/account/v1).
- **Get Relationships by Account ID**: Get Relationships by Account ID (Accounts API, /epic/account/v1).
- **Get relationship types**: Retrieves a list of relationship types (CRM Module API, /crm/v1).
- **Get Relationship Types**: Get a list of relationship types configured within Epic (Accounts API, /epic/account/v1).
- **Get Section 125 POP Plan Preparer**: Retrieve a list of Section 125 POP plan preparer entries from custom policy information (Benefits Configuration API, /epic/benefits-configure/v1).
- **Get Service by ID**: Get a specific service by its ID (Services API, /epic/service/v1).
- **Get Services**: Get list of services (Services API, /epic/service/v1).
- **Get Servicing Role by ID**: Retrieve details of a specific servicing role (Servicing Role API, /epic/servicing-role/v1).
- **Get Servicing Roles by Line**: Retrieve servicing roles information for a line (Policies API, /epic/policy/v2).
- **Get Servicing Roles for Client**: List servicing roles for a client (Clients API, /epic/client/v1).
- **Get Shared Revenue Organization by ID**: Get shared revenue organization by id (Employees API, /epic/employee/v1).
- **Get Shared Revenue Organizations List for Employee**: Get a list of shared revenue organizations for a specific employee (Employees API, /epic/employee/v1).
- **Get SIC codes**: Retrieve a list of SIC codes (CRM Module API, /crm/v1).
- **Get SIC codes for the UK**: Retrieve a list of SIC codes for the UK (CRM Module API, /crm/v1).
- **Get Statement Layouts**: Retrieve statement layout templates configured in Epic (Accounting Record API, /epic/accounting-record/v1).
- **Get Statuses**: Retrieve a list of statuses (Policy Module API, /policy/v1).
- **Get suffixes**: Retrieve options for name suffixes (CRM Module API, /crm/v1).
- **Get Transaction by Transaction ID**: Retrieve the information of a transaction with the matching transaction ID (Epic SDK Module API, /sdk/v1).
- **Get Transactions**: Retrieves a list of transactions by filter (Epic SDK Module API, /sdk/v1).
- **Get Unsuccessful reasons**: Retrieve a list of reasons that the activity was closed unsuccessfully to be used when adding an activity (Workflow Management Module API, /workflow-management/v1).
- **Get user by ID**: Returns a user by its unique identifier (guid) (Users API, /epic/user/v2).
- **Get Users**: Get a filtered list of Users (Users API, /epic/user/v2).
- **Get Vendor by ID**: Get a vendor by vendorId (Vendor API, /epic/vendor/v1).
- **Get Vendors**: Get a filtered list of vendors (Vendor API, /epic/vendor/v1).
- **Get Voucher by Voucher ID**: Retrieve the information of a voucher with the matching voucher ID (Epic SDK Module API, /sdk/v1).
- **Get Vouchers**: Retrieves a list of vouchers matching the search criteria (Epic SDK Module API, /sdk/v1).
- **Get Waiting Periods**: Retrieve a list of waiting period options from custom policy information (Benefits Configuration API, /epic/benefits-configure/v1).
- **Get Work group Activity Owners**: Retrieve a list of work groups that can be owners to be used when filtering a list of activities or adding an activity (Workflow Management Module API, /workflow-management/v1).
- **Get Wrap Document Preparer**: Retrieve a list of wrap document preparer entries from custom policy information (Benefits Configuration API, /epic/benefits-configure/v1).
- **Insert Additional Attachment (Marketing Submissions) [POST carrier-submissions/additional-attachments]**: Add an additional attachment to a carrier submission from the account's existing attachments (Marketing Submissions API, /epic/marketing-submission/v1).
- **Insert Additional Attachment (Marketing Submissions) [POST marketing-submissions/additional-attachments]**: Add an additional attachment to a master marketing submission from the account's existing attachments (Marketing Submissions API, /epic/marketing-submission/v1).
- **Insert a new agency defined category**: Create a new agency defined category and the options that are allowed for it (Configuration Module API, /configure/v1).
- **Insert Carrier Submission Line**: Insert a new carrier submission line (Marketing Submissions API, /epic/marketing-submission/v1).
- **Insert Carrier Submission Line Servicing Role**: Create a new servicing role for a carrier submission line (Marketing Submissions API, /epic/marketing-submission/v1).
- **Insert Line Servicing Role**: Assigns an employee to a servicing role on a line (Policies API, /epic/policy/v2).
- **Insert Marketing Line Servicing Role**: Create a new servicing role for a marketing line (Marketing Submissions API, /epic/marketing-submission/v1).
- **Insert Servicing Role on Client**: Assigns an employee to a servicing role on a client (Clients API, /epic/client/v1).
- **List Associated Employee Classes for Rate Plan**: Retrieve a list of associated employee classes for a rate plan (Policies API, /epic/policy/v2).
- **List Commission Agreements**: Returns a paginated list of commission agreements (Commissions API, /epic/commission/v1).
- **List Contact Classifications**: Get the list of classifications assigned to a contact (Contacts API, /epic/contact/v1).
- **List Contacts**: Get a paginated list of contacts (Contacts API, /epic/contact/v1).
- **List Employee Class Eligibilities**: Retrieve a list of employee class eligibility options from custom policy information (Benefits Configuration API, /epic/benefits-configure/v1).
- **List Employee Classes**: Retrieve a list of employee class entries from custom policy information (Benefits Configuration API, /epic/benefits-configure/v1).
- **List Employee Statuses**: Retrieve a list of employee status entries from custom policy information (Benefits Configuration API, /epic/benefits-configure/v1).
- **List Group Sizes**: Retrieve a list of group size entries from custom policy information (Benefits Configuration API, /epic/benefits-configure/v1).
- **List Payable Contracts**: Retrieve a filtered list of payable contracts for a broker, company, or employee account (Commissions API, /epic/commission/v1).
- **List Plan Names**: Retrieve a list of custom policy plan names (Benefits Configuration API, /epic/benefits-configure/v1).
- **List Plan Types**: Retrieve a list of custom policy plan types (Benefits Configuration API, /epic/benefits-configure/v1).
- **List Policies**: Retrieve a filtered list of policies (Policies API, /epic/policy/v2).
- **List Prefixes**: Retrieve individual name prefix options configured in Epic (Contacts API, /epic/contact/v1).
- **List Rate Information for Rate Plan**: Retrieve a list of rate information associated with a rate plan (Policies API, /epic/policy/v2).
- **List Rate Tier Descriptions**: Retrieve a list of rate tier description entries from custom policy information (Benefits Configuration API, /epic/benefits-configure/v1).
- **List Servicing Roles**: Retrieve a list of servicing roles (Servicing Role API, /epic/servicing-role/v1).
- **List Suffixes**: Retrieve individual name suffix options configured in Epic (Contacts API, /epic/contact/v1).
- **List Ways Of Insuring**: Retrieve a list of ways of insuring entries from custom policy information (Benefits Configuration API, /epic/benefits-configure/v1).
- **Manage Producer Broker Commissions**: Manage producer broker commissions for a line (Policies API, /epic/policy/v2).
- **POST a note on an activity**: Create a new note on an activity (Workflow Management Module API, /workflow-management/v1).
- **Prepare a draft Activity from an Activity Code**: Returns a pre-populated activity payload based on the defaults configured for the specified activity code, following the POST Activity request format (Activity API, /epic/activity/v1).
- **Prepare Policy Draft**: Prepare a draft request from the specified policy that can be used as a starting point for policy lifecycle actions, such as renewal (Policy Lifecycle API, /epic/policy-lifecycle/v1).
- **PUT General Ledger Activity**: Updates the specific General Ledger Activity (Epic SDK Module API, /sdk/v1).
- **Remove Incompatible Data**: Removes a particular piece of incompatible data from a submission (Applied Epic Forms Module API, /pdc/v1).
- **Renew Policy**: Create a renewal term policy from an existing policy (Policy Lifecycle API, /epic/policy-lifecycle/v1).
- **Retrieve a draft of the Carrier Submission**: Retrieve data from an existing carrier submission for purposes of creating a policy, adding lines to a policy, or creating a renewal (Submission Lifecycle API, /epic/submission-lifecycle/v1).
- **Retrieve Form Schedule Data**: Get data for a schedule on a submission form (Applied Epic Forms Module API, /pdc/v1).
- **Retrieve Responses For A Submission**: Retrieve responses for a submission (Applied Epic Forms Module API, /pdc/v1).
- **Retrieve Submission Form Incompatible Data**: Retrieves incompatible data from a custom form-to-PDC conversion (Applied Epic Forms Module API, /pdc/v1).
- **Retrieve Submission Form Schedules**: Get schedules on a submission form (Applied Epic Forms Module API, /pdc/v1).
- **Retrieve Template for Insert Line**: Retrieve a line template pre-populated with default values based on the provided line type and parent policy, for use when creating a line (Policies API, /epic/policy/v2).
- **Retrieve Template for Insert Policy**: Retrieve a policy template pre-populated with default values based on the provided policy type, for use when creating a policy (Policies API, /epic/policy/v2).
- **Search Accounts**: Used to search across accounts (Accounts API, /epic/account/v1).
- **Update Account Relationship**: Updates the relationship type or role of an existing account relationship (Accounts API, /epic/account/v1).
- **Update Activity**: Updates the specific activity (Epic SDK Module API, /sdk/v1).
- **Update Activity by ID**: Updates an existing activity (Activity API, /epic/activity/v1).
- **Update Activity Note Access Level**: Replace the description of an existing activity note access level (Activity API, /epic/activity/v1).
- **Update an Activity Task**: Update an existing activity task (Activity API, /epic/activity/v1).
- **Update Attachment**: Update a specific attachment (Attachments API, /epic/attachment/v2).
- **Update Broker**: Update a specific broker (Epic SDK Module API, /sdk/v1).
- **Update Carrier Submission**: Update the contents of a carrier submission (Marketing Submissions API, /epic/marketing-submission/v1).
- **Update Carrier Submission Line**: Update the contents of a carrier submission line (Marketing Submissions API, /epic/marketing-submission/v1).
- **Update Client (CRM Module)**: Updates a client (CRM Module API, /crm/v1).
- **Update Client (Epic SDK Module)**: Update the specific client (Epic SDK Module API, /sdk/v1).
- **Update Client Servicing Role**: Update the servicing role or employee assigned to a client (Clients API, /epic/client/v1).
- **Update company**: Updates existing company (Epic SDK Module API, /sdk/v1).
- **Update Contact**: Updates the specific contact (Epic SDK Module API, /sdk/v1).
- **Update Contact by Contact ID**: Updates an existing contact (CRM Module API, /crm/v1).
- **Update Employee**: Updates the specific employee (Epic SDK Module API, /sdk/v1).
- **Update GeneralLedgerDisbursement**: Updates the specific General Ledger Disbursement (Epic SDK Module API, /sdk/v1).
- **Update GeneralLedgerReceipt**: Updates the specific General Ledger Receipt (Epic SDK Module API, /sdk/v1).
- **Update Journal Entry**: Updates the specific journal entry (Epic SDK Module API, /sdk/v1).
- **Update Line**: Updates the specific line (Epic SDK Module API, /sdk/v1).
- **Update Marketing Line**: Update the contents of a marketing submission line (Marketing Submissions API, /epic/marketing-submission/v1).
- **Update Marketing Submission**: Update the contents of a marketing submission (Marketing Submissions API, /epic/marketing-submission/v1).
- **Update opportunity**: Updates existing opportunity (Epic SDK Module API, /sdk/v1).
- **Update Payment methods by Payment Method ID**: Update a specific contact’s payment method by payment method ID (CRM Module API, /crm/v1).
- **Update Policy (Epic SDK Module)**: Updates the specific policy (Epic SDK Module API, /sdk/v1).
- **Update Policy (Policies)**: Update an existing policy's information (Policies API, /epic/policy/v2).
- **Update Rate Information**: Update an existing rate information record (Policies API, /epic/policy/v2).
- **Update Rate Plan**: Update an existing rate plan's information (Policies API, /epic/policy/v2).
- **Update Submission Responses**: Update any/all responses on a submission (Applied Epic Forms Module API, /pdc/v1).
- **Update Transaction**: Update a specific transaction (Epic SDK Module API, /sdk/v1).
- **Update Voucher**: Updates the specific voucher (Epic SDK Module API, /sdk/v1).
- **Validate A Submission Form**: Checks required fields for content, used to validate the data before doing something else that relies on it, even if the UI hasn't been triggered (Applied Epic Forms Module API, /pdc/v1).
- **Your GET endpoint**: Retrieve the information of an employee with the matching employee ID (Epic SDK Module API, /sdk/v1).

Connect Applied Epic in General Input: https://www.generalinput.com/apps/applied-epic