NPS
How much of what your producers do all day actually reaches Applied Epic?
Marcus has been asking himself that for a month.
He runs a growing Epic agency in Florida. His producers log calls, texts, notes, eSignatures all day — into the CRM. Almost none of it into Epic, the system of record his team trusts. Each gap is small. They compound. And the CRM that promised to save time became a second place to key in the same data.
The Gap Every Epic Agency Has, in Some Form
Marcus’s version of the gap is double entry. Yours might look different. Maybe your agency runs without a CRM at all — the pipeline lives in people’s heads. Maybe you have one that pulls from Epic but never writes back. Or maybe you bought a big-name CRM, paid to stand it up, still pay to keep it running — and it still doesn’t speak Epic. Three starting points, one gap: what your agency does every day isn’t landing where it belongs.
What Changes When the Sync Actually Runs Both Ways
Three time zones away, in California, Dana closed that gap two years ago.
Same Epic backbone, different decision. Her agency runs InsuredMine alongside Epic, and the two talk both ways, in real time. Log an activity in either system and it appears in the other — no double entry. When a deal hits the stage she picked, the account syncs to Epic on its own. Need an Epic account that isn’t in the CRM yet? Search & Map pulls it in under a minute.
Built for Epic, Not Bolted onto It
Dana didn’t choose InsuredMine because the platform was built for Epic. She chose it because the Epic integration was. InsuredMine connects to plenty of agency management systems — which is how its team knows the difference between a bolt-on and an integration engineered into the system itself. For Epic, InsuredMine built the second kind: mapped to Epic’s own data model — Producer, Branch, Profit Center, Issuing Company — both directions. No year-long build to force a fit. No translation layer to maintain. And if you’re starting from scratch, you’re speaking Epic from day one.
What's Coming Next"
Today that integration runs coast to coast — in Epic agencies of every size, from small shops to some of the largest in the country, personal lines and commercial alike. And it keeps getting better: real-time activity sync, renewal cards that assign themselves, one-click Epic imports, with dedicated Applied Epic infrastructure on the way.
That’s Dana’s side of it. If your agency is on the other side, that gap only grows — the work your producers do all day that never quite reaches Epic. Every week it goes unaddressed, the cost climbs: more re-keyed records, more calls that never make the file, more risk at renewal.
Over the next few weeks, InsuredMine will break down what a real two-way integration delivers — one piece at a time: how your activity reaches Epic, how deals sync themselves, what “native to Epic” buys you, and the bigger question they all lead to: what’s your AI story? Follow along here.
Two ways to see it for yourself sooner. Now: book a 20-minute walkthrough against your own Epic data this week — Contact Sales.
In person: find us at Booth 231, AppliedNet 2026 — the Gaylord National Resort, National Harbor, MD — this September.
If that gap is already costing your agency, don’t wait for the series — or for September. Reach out now.
