NPS
Closing the gap used to sound like a six-month project. Our latest upgrades make it a setting you turn on.
We’ve spent a few weeks writing about this gap. You’ve lived it far longer — viscerally, most weeks, probably since close to the day you opened your doors: the calls and notes your producers make that never quite reach Applied Epic, the renewals and relationships that quietly pay the price.
Ask a principal like Marcus why he’s lived with it this long, and it’s rarely because he doesn’t see it. He sees it every time a renewal comes up thin, every time a client has to repeat themselves, every time a producer re-keys the same note into a second screen. What stops him isn’t doubt. It’s the picture in his head of closing it: a data migration, weeks of re-entering accounts, a go-live that lands in the middle of renewal season, a team learning new software while the phones keep ringing. He priced that project once, in his head, and decided the leak he knew beat the disruption he didn’t. So he lives with it. A lot of good principals have run the same math.
That picture is out of date — and it has been for a while.
We didn’t find this gap three weeks ago. We’ve been closing it since close to the day we opened our own doors — eight years ago. We built InsuredMine around exactly this problem: the work agencies do all day that never makes it back to the system of record. What the product is today is the sum of that — eight years of agencies that started right where Marcus is, each one a story we committed to and closed. Their friction is why the features exist. So the news was never that the gap canbe closed. It’s how little closing yours now asks of you.
How hard is it to connect your CRM to Applied Epic?
Not hard anymore. About a minute per account, and a few settings — not a migration. And none of the upgrades below is something we dreamed up in a vacuum; each is an answer we built for someone who lived Marcus’s afternoon.
Import an Applied Epic account in under a minute
This is the one that dismantles the migration fear outright. A producer searches for the account, maps it, and it’s in — the account, its policies, the history — pulled straight from Applied Epic. No re-typing, no export-import spreadsheet, no “we’ll backfill the book next quarter.” One account or a batch, it comes over clean because it comes from Epic. The thing that used to be a migration is now a search box. The project Marcus dreaded turns out to be an afternoon.
Let a closing deal sync itself into Epic
Your producers already work a pipeline — they just work it in their heads and their inboxes. With Board Setting, when a deal reaches the stage you choose — bound, won, whatever your board calls it — it posts itself into Epic automatically. Nobody re-keys the win. The policy your producer bound at 4:40 is in Epic before she’s back from telling the client congratulations — not tonight, not when someone remembers, but as it happens.
Jump back to Applied Epic in one click
When someone does need the full Epic record, Open in Epic takes them straight there from the account they’re already looking at in InsuredMine — no hunting, no second login, no alt-tabbing between two systems that don’t know about each other. The two stop feeling like two.
Keep the record current, automatically
Underneath all of it, the integration keeps InsuredMine and Epic in step on its own — syncing on a schedule, with a one-click refresh when someone needs an account up to the minute. No end-of-week reconciliation, no wondering which screen is right. The version you’re looking at is the version that’s true.
Individually, none of these is dramatic. Together they answer the only question that was ever holding Marcus back — what does it actually take to close this? The honest answer used to be “a project.” Now it’s “a setting, and about a minute per account.”
Meet the producer on the other end of that minute. At Dana’s agency — two years past the decision Marcus is still weighing — a new hire pulled her first Epic account into the CRM before her coffee got cold. There was no session on “the migration process,” because there wasn’t one. She searched, mapped, and started working. Three weeks in, she couldn’t tell you which system a given note started in, and that’s the point: the seam is gone. She’s never known the version of the job where it isn’t.
That’s what “almost effortless” means in practice — not that the integration does less, but that it asks less of the people using it. The producer’s afternoon of calls is simply in Epic. The CSR opens a renewal and the whole conversation is already there. Nobody spends a weekend being the bridge between two systems. The record stays whole — and the client on the other end of it experiences one agency that remembers them.
So, Marcus doesn’t have to close the gap the way he imagined. He doesn’t have to clear a quarter or brace his team for a go-live. He turns on a few settings, pulls his accounts over an afternoon, and the leak he’d learned to live with simply stops — quietly, the same way it started.
Next week, the money moment: renewal season shouldn’t start with a spreadsheet. We’ll look at how renewal cards assign themselves by the servicing role synced from Epic — so the right person owns the right account before anyone has to ask, “whose is this?”
See it against your own Epic data — book a 20-minute walkthrough: [Contact us].
Or find us at Booth 231, AppliedNet 2026 — the Gaylord National Resort, National Harbor, MD — this September.
