Epic Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Epic Activities – Create & View

Arzoo Kiran — Fri, 08 May 2026 13:08:24 +0000

Release Date: 8 May 2026

Overview

The Epic Activities feature in InsuredMine allows you to log and view activity records directly from an Account 360 or Policy Detail page, with those activities synced in real time with your Epic system of record. This gives your entire team a shared, up-to-date history of every customer interaction without leaving InsuredMine

Activities can include policy changes, account additions, follow-ups, and more. Each activity is stamped with a code, description, priority, owner, and start date, and can be associated with either a Policy or an Account.

How Sync Works

Your InsuredMine account is synced to Epic, so you never have to enter activities twice. Whatever you create here shows up in Epic automatically, and anything logged in Epic appears here just the same. Look for the “Applied Epic / Synced” label on the account/ policy to confirm your sync is active.

Add a New Epic Activity

You can create a new activity directly from the Epic Activities tab. The activity will be synced to Epic automatically after it is saved.

Click Add Activity: In the top-right corner of the Epic Activities section, click the orange Add Activity button.
Select an Activity Category: From the Activity Category dropdown, choose the category that best describes the activity (e.g., policy change, account update).
Choose a Code and enter a Description: Code is required; select it from the Code dropdown. Then type a Description in the adjacent text field to give more context.
Set Priority: Choose the priority level from the Priority dropdown: Normal, High, or Low.
Assign an Owner: Select the Owner Name from the dropdown. This corresponds to the Epic user responsible for the activity.
Set Activity Status: Under the Status section, select either Open or Closed using the radio buttons.
Fill in Additional Details (optional): Optionally complete: Issuing Company, Premium Payable Type, Premium Payable Name, Amount Qualifier, Amount, and Note Content.
Complete Who To Contact: The Name field is pre-filled with the account holder. Set the Contact Via method (e.g., Email) and provide the contact Value.
Save the Activity: Click the orange Save button at the bottom of the form. The activity will appear in the list and sync to Epic.

Field Reference — Add Epic Activity

Field	Required?	Description
Activity Category	Optional	Broad grouping for the activity type.
Code	Required	Epic activity code. Must be selected from the predefined list.
Description	Required	Free-text description of what the activity represents.
Priority	Optional	Urgency level: Normal (default), High, or Low.
Owner Name	Required	The Epic user is responsible for this activity.
Activity Status	Required	Open = in progress; Closed = completed.
Issuing Company	Optional	The carrier or company issuing the related policy.
Premium Payable Type	Optional	How the premium is structured for payment.
Premium Payable Name	Optional	Name associated with the premium payment method.
Amount Qualifier	Optional	Qualifier for the amount field (e.g., Estimated, Actual).
Amount	Optional	Monetary amount associated with the activity. Defaults to 0.
Note Content	Optional	Free-text notes or internal comments about the activity.
Who To Contact — Name	Optional	Pre-filled with the account holder’s name.
Contact Via	Optional	Method of contact: Email, Phone, etc.
Value	Optional	The contact value (e.g., email address or phone number).

View Epic Activities

The Epic Activities tab displays all activity records associated with the account or policy. Here is how to navigate to it.

Open an Account or Policy: Navigate to Accounts (or Policies) from the left sidebar and select the desired record.
Go to the Epic Activities tab: On the Account 360 or Policy Detail page, click the Epic Activities tab.
Review the list: The table shows activities with details including #, Code, Description, Priority, Who/Owner, Follow Up/Start Date, End Date, Association, and a View button.
View details: Click the orange View button to see the full activity details.

Quick Reference Summary

Action	How to Start	Result
Add Activity	Click the orange Add Activity button	New activity created and synced to Epic
View Activities	Open Account 360 or Policy Detail > Epic Activities tab	See all activities synced from Epic

The post Epic Activities – Create & View appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Epic Activities – Create & View

Arzoo Kiran — Thu, 19 Mar 2026 13:24:46 +0000

Release Date: 19 March 2026

Overview

How Sync Works

Add a New Epic Activity

You can create a new activity directly from the Epic Activities tab. The activity will be synced to Epic automatically after saving.

Click Add Activity: In the top-right corner of the Epic Activities section, click the orange Add Activity button.
Select an Activity Category: From the Activity Category dropdown, choose the category that best describes the activity (e.g., policy change, account update).
Choose a Code and enter a Description: Code is required, select it from the Code dropdown. Then type a Description in the adjacent text field to give more context.
Set Priority: Choose the priority level from the Priority dropdown: Normal, High, or Low.
Assign an Owner: Select the Owner Name from the dropdown. This corresponds to the Epic user responsible for the activity.
Set Activity Status: Under the Status section, select either Open or Closed using the radio buttons.
Fill in Additional Details (optional): Optionally complete: Issuing Company, Premium Payable Type, Premium Payable Name, Amount Qualifier, Amount, and Note Content.
Complete Who To Contact: The Name field is pre-filled with the account holder. Set the Contact Via method (e.g., Email) and provide the contact Value.
Save the Activity: Click the orange Save button at the bottom of the form. The activity will appear in the list and sync to Epic.

Field Reference — Add Epic Activity

Field	Required?	Description
Activity Category	Optional	Broad grouping for the activity type.
Code	Required	Epic activity code. Must be selected from the predefined list.
Description	Required	Free-text description of what the activity represents.
Priority	Optional	Urgency level: Normal (default), High, or Low.
Owner Name	Required	The Epic user is responsible for this activity.
Activity Status	Required	Open = in progress; Closed = completed.
Issuing Company	Optional	The carrier or company issuing the related policy.
Premium Payable Type	Optional	How the premium is structured for payment.
Premium Payable Name	Optional	Name associated with the premium payment method.
Amount Qualifier	Optional	Qualifier for the amount field (e.g., Estimated, Actual).
Amount	Optional	Monetary amount associated with the activity. Defaults to 0.
Note Content	Optional	Free-text notes or internal comments about the activity.
Who To Contact — Name	Optional	Pre-filled with the account holder’s name.
Contact Via	Optional	Method of contact: Email, Phone, etc.
Value	Optional	The contact value (e.g., email address or phone number).

View Epic Activities

The Epic Activities tab displays all activity records associated with the account or policy. Here is how to navigate to it.

Open an Account or Policy: Navigate to Accounts (or Policies) from the left sidebar and select the desired record.
Go to the Epic Activities tab: On the Account 360 or Policy Detail page, click the Epic Activities tab.
Review the list: The table shows activities with details including #, Code, Description, Priority, Who/Owner, Follow Up/Start Date, End Date, Association, and a View button.
View details: Click the orange View button to see the full activity details.

Quick Reference Summary

Action	How to Start	Result
Add Activity	Click the orange Add Activity button	New activity created and synced to Epic
View Activities	Open Account 360 or Policy Detail > Epic Activities tab	See all activities synced from Epic

The post Epic Activities – Create & View appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

IM -> Epic Sync Attachments (Epic)

Arshad Hussain — Fri, 25 Jul 2025 11:02:54 +0000

Release Date: July 25, 2025

We’ve introduced a new enhancement in the Add File section of Policy, Account360 and Contact360. Now, any file uploaded after the account is synced will automatically sync with Applied Epic.

While folders can be uploaded, they will appear as separate files in Applied Epic rather than as a single folder.

Note: Files uploaded before the account was synced will not sync automatically and will need to be synced manually.

To View the Enhancement:

Navigate to any Policies/Account/Contact module.
Open a Policy/Account/Contact.

File sync with Accounts/Contacts

Open an Account in the Account360 view and navigate to the Files section.

Note: File is synced automatically as there is no option to manual sync.

You can also view the synced file directly in Applied Epic

You can also use the Download from Epic option to fetch all files uploaded to Applied Epic for this account.

Note: All files from last 2 years will be accessible within InsuredMine once you click on Download from Epic for that particular account.

Here, you can see the files downloaded from Applied Epic

When you add a file to a policy in Applied EPIC, it will automatically appear in InsuredMine, linked to the corresponding policy number

You can also view the same file associated with the policy number in InsuredMine under Account360, Contact360, and within the Policy section.

File sync with Policies

Adding a file to a synced policy

File uploaded

You can view the synced file on Applied Epic

Default Activity (Meeting) creation when attaching a file from Account360, Contact360, Dealcard, Notes and Tasks.

Attaching a file in Account360

An Activity (Meeting) is created under Meetings with Title as Activity: New File Added and under note you can see the attached file name.

You can view the Default activity created in the Epic with the code mentioned in the InsuredMine

Attaching a file on Notes

Default Activity (Meeting) has been created under Meetings with Title as Activity: New File Added and under note you can see the attached file name.

You can view the Default activity created in the Epic with the code mentioned in the InsuredMine

Note: This will work for any file uploaded in Account360, Contact360, Dealcard, Notes and Tasks.

Default activity Code

Default activity code will be shown as mentioned in the InsuredMine-
InsuredMine->Settings->Configuration->Auto/Manual Sync

Note: 1. Attachment will be synced Auto/Manual on what settings have been chosen on the IM under Auto/manual sync option shown above.
2.The code for default activities will be derived from the Auto/Manual Sync settings.
The sync option (always Auto for default activity), status, and code are defined in this section. The same code configured in InsuredMine will be displayed accordingly in Epic as well.

The post IM -> Epic Sync Attachments (Epic) appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Applied Epic Integration

Arshad Hussain — Fri, 10 Jan 2025 08:56:51 +0000

Sync from Applied Epic to Insuredmine

Accounts and Contacts can be synced in both ways: from Applied Epic to InsuredMine and from InsuredMine to Epic. However currently, Policies have a one-way sync, which is from Applied Epic to InsuredMine.

Daily AMS sync option from Applied Epic to Insuredmine

Note: Our daily sync option runs automatically twice a day, which helps bring data from Applied Epic to Insuredmine, even though you won’t do it manually.

Fields that are synced under Accounts between Applied Epic and Insuredmine:

Accounts

Both Personal and Commercial account types are synced with Insuredmine. Below mentioned are the fields synced under Accounts between Applied Epic and InsuredMine:

Account name
First name
Middle name
Last name
Account Type – Personal/ Commercial
Address – State, City, Street, Zip
Phones
Emails
Servicing Roles – Producer/CSR

Add Account in Applied Epic

Click on Accounts from the left side-bar
Choose the “+” symbol to add account details.

Enter account details and scroll down to click on Continue.

Note – The fields marked in Red are mandatory fields

Note – When an Account is created with Applied Epic, an associated activity is triggered.

Fill in the details of the Activity and click on Finish.

This data will be reflected in Insuredmine under the Accounts module.

Contacts

Below mentioned are the fields synced under Contacts between Applied Epic and InsuredMine:

First name
Middle name
Last name
DOB
Address – State, City, Street, Zip
Emails
Phones
Primary Contact
Servicing Roles – Producer/CSR
Organization – Agency

Add Contact in Applied Epic

Click on Contact from the left sidebar and choose the “+” symbol to add a new contact.

Enter the contact information and click on Finish.

Note – Insuredmine maps only the Producer and the CSR fields during the sync.

This data will be reflected in InsuredMine under the Contacts module.

Policies

These fields are synced from Applied Epic to InsuredMine in this one-way sync:

Policy Number
Policy start date/ Effective On
Policy end date/ Expiration on
Policy Lines
Policy Type
Issuing Company
Premium Payable company
Policy Renewal Status – New/Canceled/Marketing etc
Policy Premium
Servicing roles – Producer/CSR
Organization – Agency

Add Policy in Applied Epic

Click on Policy from the left side-bar and choose the “+” symbol to add policy Information.

A dashboard will appear asking you to provide mandatory details for adding a Policy on Applied Epic.
Then, click on Finish.

A new Policy has been created.

Navigate to Account360 for the same account.
If the account is already synced, you can retrieve the policy details in insuredine by simply clicking on the refresh option within the account.
Click on the Policy to view details.

A new dashboard will appear where you can view all your policy details.

Sync from Insuredmine to Applied Epic

Accounts

Add Account in InsuredMine

Navigate to Accounts from the sidebar and click on Add Account.

A window will appear from the right where it will ask you to fill all the mandatory details.

Enter the mandatory fields before hitting save otherwise it won’t sync with Applied Epic.
- Address should always be entered to sync with Epic
Then, click on Save.

Hence, a new account will be created.

To manually sync, you can click on ‘Applied Epic not Sync’ from this menu, as shown.

Or, you can also do it manually through navigating to Account360 of that account.
Click on the Applied Epic Not Synced option.

A window will appear from the right asking you to fill out all marked fields such as Agency and Branch.
Then, click on Sync with AMS.

Note: You can view your data under the Account Detail option after successful synchronization.

Tasks

Navigate to Tasklist from the sidebar and click on Add Task.

Enter the task details and click on Save.

The tasks will be added to the Activity section in Applied Epic

Contacts

The details mentioned below are synced from InsuredMine to Applied Epic.

Account name
First name
Middle name
Last name
Address – State, City, Street, Zip
Phones
Emails
Date of Birth

Sync Contact

New contact and edits in an existing contact will be synced with Applied Epic

You can manually sync a contact from Insuredmine to Epic by clicking on the AMS Sync option directly from here.

Or, you can navigate to the Contacts 360 page of the contact by clicking on the Applied Epic Not Sync option.

How to distinguish a primary contact and a secondary contact within an Account?

For primary contact, only a star symbol will appear next to the contact’s name, denoting it as a primary contact.

Sync a primary contact:-

Click on the Sync option for the contact.

A window will appear asking you to choose your Agency & Branch.
Click on sync with AMS.

Sync a secondary contact:-

Click on the Sync Option.

A window will appear, stating it as a secondary contact.
Click on “Sync with AMS.”

Note: You can view your data under Contacts option after successful synchronization.

Generate Lookup code in Applied Epic while creating a new account

Click on the plus ‘+’button.

Add your necessary details in the Add Account Page.
Click the “Generate Code” button to create a unique lookup code for your account.

Generate a lookup code for an account in insuredmine

Note: The lookup code serves as an identifier, allowing for precision and accuracy in distinguishing between accounts or contacts with similar names.

View your Lookup code in Insuredmine

If you want to generate a lookup code in insuredmine, your account must be synced with Applied Epic.

After syncing your account with Applied Epic, refresh this page to view the lookup code for the account.

View your Look up code within Applied Epic

Navigate to Applied Epic and locate our name.
Your account will be then displayed with a Lookup code.

Navigate to your Account details and then refresh the page.
Lookup code will be visible under account details when you refresh the page.

Refresh Option:

Once your account has been synced with Applied Epic, if you are modifying or adding new details or adding a new policy in Applied Epic, you may bring that data to insuredmine by clicking the Refresh button.

The post Applied Epic Integration appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

SIC & NAICS Code Sync from IM to Epic

Avinash Barik — Thu, 09 Jan 2025 10:30:48 +0000

Feature Release Date: 27 December, 2024

With our latest enhancement, you can sync industry codes from InsuredMine to Applied Epic. While adding a primary contact for a commercial account in InsuredMine, just enter the SIC and NAICS codes. After clicking the sync button, the SIC and NAICS codes added from InsuredMine will sync directly to Applied Epic.

Use Case: Ability to sync SIC and NAICS codes within the primary contact for the commercial account type from InsuredMine to Applied Epic.

Data Shared Between IM and Applied Epic:

SIC and NAICS codes for the primary contacts associated with commercial account type will be easily synced and displayed in Applied Epic.

To View the Enhancement:

Step 1: Add SIC & NAICS Codes While Adding a Primary Contact :-

Create a Contact by selecting ‘Commercial’ as the account type.
Fill in Mandatory Fields.
Input the SIC & NAICS Codes, then click ‘Save.

Step 2: View the NAICS and SIC Codes in Epic After Sync:-

NAICS and SIC codes will be displayed for the contact after syncing with Applied Epic.

The post SIC & NAICS Code Sync from IM to Epic appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Associating Notes with Policies During Sync with Epic

Avinash Barik — Wed, 04 Dec 2024 13:06:44 +0000

Release Date: 4th December, 2024

With our latest enhancement, once you add a note from an account or contact while selecting a synced policy, that particular note will be associated with that policy after syncing with Epic. Similarly, if you add a note within a synced policy directly from the policy module, the same will be associated with the policy after syncing with Epic.

Use Case: Improve data clarity by associating notes to selected policies within Epic after Sync.

To View the Enhancement:

1. Notes added to an account with a selected Synced policy:

Select to add a Note.
Select a synced Policy.
Click Save

Notes with the selected policy will then be added to the Account.

Based on the sync settings either (Auto/ Manual) Notes will then be synced to Epic.

Notes added with the selected policy will be associated to that policy after sync with Epic, as shown in the image above.

2. Notes Added Directly From the Policy Module:

Select to add Note.
Click Save

Notes Added within Policy Module.

Based on the sync settings either (Auto/ Manual) Notes will then be synced to Epic.

Notes added within a policy from the Policy Module of InsuredMine will be associated directly to that policy after sync with Epic, as shown in the image above.

The post Associating Notes with Policies During Sync with Epic appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Sync Deal Card’s Notes to Epic At Policy Level

Avinash Barik — Mon, 18 Nov 2024 11:16:39 +0000

Release Date: 15th November, 2024

With our latest enhancement, if you have a synced policy present in the deal card, the notes of that deal card will be synced by associating it to that particular policy. Previously, all the notes could only be synced and associated at the account level. But now, within the deal card, if a policy is attached and synced, all notes from the deal card will be synced and associated under the policy level within Epic. This makes it easier to keep everything organized and track important details.

Note: Based on notes either set to (auto or manual), any notes added within the deal card after adding a synced policy will be synced manually or automatically.

To View the Enhancement:

Use Case 1: If we have a synced policy in a dealcard, the notes of that dealcard will synced by associating it to that particular policy.

For Example:

A policy present within the Deal-card as shown in the image above .

Just in case: Verify if the policy is synced within the deal card. Click on the policy number to check if the policy is synced with Epic.

Deal-Card Notes Sync to its associated Policy:

Now, click to add any notes or sync the existing ones within the deal card by clicking on the manual sync button.

Notes Synced Successfully.

(Epic View after Note’s Sync):

Use Case 2: Lets say, If no policies are present, or if a policy is present but not synced, the notes will then be synced associating them with the account.

The post Sync Deal Card’s Notes to Epic At Policy Level appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Policy Sync from IM to Epic (Manual Sync)

Avinash Barik — Wed, 13 Nov 2024 07:34:12 +0000

Release Date: 1st August, 2024

In this Article, you will Learn

Earlier, we had the opportunity to create policies through Applied Epic and then sync them to InsuredMine. However, now you can create policies directly within InsuredMine and sync them to Applied Epic. Once you have ensured that the account is synced with Applied Epic in InsuredMine, you can then go ahead adding the policy details and manually syncing them to the Epic portal.

Use Case: Simplify the process of updating and managing policy information by allowing users to manually sync data directly from InsuredMine to Applied Epic.

To View the Enhancement:

1st Step: Account Should be Synced

Make sure the Account is Synced with Applied Epic as shown in the image above.

Step 2: ‘+Add Policy’

Next, tap on the Policies tab within Account 360 of the account , and then click on the ‘+ Add Policy’ to add the policy details.

Step 3: Fill in the Mandatory Policy Fields

Enter details such as Contact Name and Policy Details, including the Carrier Broker (External/Internal). By default, it will be set to Carrier.

Select Premium Payable (Writing Carrier in Epic):

Select Issuing Company:

Select the Premium Payable (Writing Carrier in Epic) and Issuing Company from the dropdown.

Note: This solely depends on the agent’s choice of policy type.

Add the category details, such as Policy Type or Policy Line.
Select the Agent.
Choose the Payment Frequency either: (Monthly, Quarterly, Bi-Annual, 9 Months, 10 Months) or Variable.
Add the Policy Number.
Enter the Estimated Premium (you can view this premium after syncing under Epic’s Estimated Premium tab).
Add the Effective Date.
Add the Expiration Date.
Next add Notes if required.
Hit Save.

After you click save you will receive a Pop-up saying : Success! Policy Added Successfully.

Policy has been created within the Account.
Next click on it to View the Policy.

You can view the policy details on the policy page after adding the policy.

Step 4: Manually Sync the Policy From InsuredMine to Epic

Click on the ‘Applied Epic, Not Synced’ option within the Policy Details page.

Fill in the additional information:

Line Status

Issuing Location

Department

Profit Center
Hit ‘Sync’ to manually sync the policy to Epic AMS.

Step 5: Single Account Refresh

Click the Single Account refresh option once to accumulate all the details at once within the policy details in Line of Business that you have added while syncing as shown in the image below

Note: You can view the policy wherever you have the option to create policies, such as on deal cards, accounts, contacts within InsuredMine.

Epic Default Activity Sync for Policy

With this enhancement, when you add a policy, a default activity is automatically created. Once the policy is synced, you will be able to fetch the details of that default activity within the Epic Activities tab associated with the policy.

But first, within ‘Auto/Manual Sync,’under the settings module, you need to set the ‘Policy Default Activity’ to either open or closed, and then set the code for the policy default activity.

Navigate to the Account 360 Module for the account.
Next, click ‘Add Policy’ to add a New Policy.

Fill in the required details to add the policy, and then click Save.

Hence, the Policy will then be added to the Account.

Sync the Policy:

Now, Sync the Policy with Epic:

Select the Policy No. to view the policy.

Now, click on the ‘Applied Epic Not Synced’ icon to sync the policy to Epic.

A panel will open from the right. Select the Line Status, Issuing Location, Department, and Profit Center.
Lastly, click on the Sync button.

A Success message will appear once the policy has been synced to the AMS Successfully.

View Newly Created Activity associated with Policy after sync Epic:

Within the Epic (Activities Section) , you will be able to retrieve the details of the default created activity which will be associated to the policy.

Note: If the default activity doesn’t get synced automatically by any chance, you can go ahead and hit the manual sync button to manually sync the default created activity associated with that policy.

Data Points for Policy from InsuredMine & Applied Epic

The post Policy Sync from IM to Epic (Manual Sync) appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Claims Detail on Policy page for Epic SDK

Avinash Barik — Mon, 21 Oct 2024 09:37:29 +0000

Epic users can now conveniently access claim information directly on the Policy Page. Also have the ability to view all policy claims associated with an account within the Account 360 page, or can access claim information for a particular policy on the Policy Details Page. This enhancement ensures that when a claim is made on an insurance policy, only the relevant details related to the claim for that particular policy are displayed. This simplified approach provides a more user-friendly experience, allowing for quick and easy access to essential information.

Use Case: This enhancement simplifies access to policy-specific claim details, boosting efficiency, improving decision-making, and delivering a smoother user experience.

Note: All policies that have claims filed will only display relevant claim details.
To View the Enhancement:

View Claim Details on Policy Module Page as mentioned in the image below :

Navigate to the Policy Module.
Click on the Policy No to redirect to the Policy details page.
Now, select the Claims tab to check the claim details of the policy.

All claims associated with the policy will be visible within Account 360 view of the Account:

Policies claim details on Account 360 Page of the Account as mentioned in the image below :

Click on the Account Name to navigate to its account 360 details.
Next, select the Claims tab to view the claims of the policies associated within the Account.

The post Claims Detail on Policy page for Epic SDK appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

All Activity Sync From IM To Epic

Avinash Barik — Mon, 24 Jun 2024 14:11:53 +0000

The “All Activity Sync” feature facilitates the sync of various activities from InsuredMine to the Epic. Users can now configure this sync for different types of activities including account/contact sync, call logs, emails, notes, SMS messages, tasks, and eSignatures. The sync can be set to occur automatically or manually, allowing users to gain control over the flow of information within IM to Epic with ease.

Use Case: Successful Sync ensures client information is consistent across IM to Epic, promoting efficiency and accuracy in updates.

To View the Enhancement:

To configure Default Contact Sync Fields by choosing Agency and Branch:

Navigate to the Settings Module.
Then Within Configuration, select AMS Sync Fields.
Within Default Sync Fields, Choose any Agency and the Branch.
Click Save.

InsuredMine View:

You can restrict Activities Sync with AMS such as Account/Contact , Activity, Call Logs, Email, Notes, SMS, Task and Esignature.

To do so:

Restrict Activities Sync with AMS

Click on the settings module.
Within the configuration, choose Auto/Manual Sync for activities.
Also, select the status as Open or Closed.
Choose the code for each activity.

Note: Whether the sync has been set to Manual or Auto, or the status has been chosed to Open or Closed, or whichever code you have selected for the activity, it will be displayed within IM after successful sync.

For example, Suppose you have configured the above activities to sync from IM to Epic as shown in the image above.

Note: if you don’t configure the Code while syncing each Activity, then it will interrupt the syncing process, hence the sync won’t work. It’s mandatory to configure the code.

Account/Contact (Auto Sync)-:

InsuredMine View:

Navigate to the Contacts Module.
Then click on Add Contact.
Click on Save.

Click on the contact to navigate to its Contact 360 page.
Next click on the sync option to manually sync the contact to Applied Epic.

Newly created Accounts and Contacts will automatically sync in real-time with IM. These records, with all required fields, will be available in EPIC and can be easily found by searching for either the Name or the Lookup code.

Epic View After Sync:

Activity Sync From IM to Epic (Manual):

To Add an Activity within a Contact

Add Activity and click on Save.

Click on the sync option to sync the Activity.

Epic View After Sync:

After Sync

On the Epic side, it will be shown under Open Status with the code that we selected while Activity Configuration within IM.

Call Logs Sync from IM to Epic (Auto):

As the Call logs has been set to Automatic sync. The Call logs will sync automatically as soon as they are created in IM and will be shown in EPIC AMS under Close Status with the code we selected in Call Logs Configuration.

Click on the communications tab.

Epic View After Sync:

The Call logs option will be automatically synced within the Epic.

Email Sync from IM to Epic (Manual):

Navigate to the communication tab within an account or contact.
Next, hit the Sync Button to manually sync the Email.

Epic View After Sync:

The Email will then be manually synced to Epic after you hit the sync button.

Notes Sync from IM to Epic (Auto):

As we have set the Notes to Auto Sync. Notes Created will sync automatically as soon as i’ts created in IM and will be shown in epic AMS under Close Status with Code what we selected in Note Configuration.

Click on Add Note option.

Now the Note will be added to the following Contact.

Epic View After Sync:

The added Notes within IM will be synced automatically to Epic.

SMS Sync from IM to Epic (Manual)

SMS sent or received will not sync as we choose Manual option that needs to sync Manually by hitting the Sync button shown below-

Navigate to the communication tab within an account or contact.
Next, hit the Sync Button to manually sync the SMS.

Epic View After Sync:

The SMS will then appear within Epic after successful sync under Activities listed under Open or Closed tab.

Task Sync from IM to Epic (Auto)

Created Task will sync automatically as soon as its created in IM and will be shown in epic AMS under Close Status with Code what we selected in Task Configuration.

Navigate to the tasks tab within an account or contact.
Then, Select Add Task.

Add the details to add the Task.
Click Save.

As the task was set to Auto Sync, it will sync automatically to Epic.

Epic View After Sync:

The Task will appear as such after getting synced within InsuredMine.

eSignature Sync from IM to Epic (Manual):

As i have set the option already as Manual, Esign won’t sync automatically.You have to manually try syncing it.

If you have a eSign doc within a contact and you want to manually sync the file within Epic just hit the sync button.

Epic View After Sync:

After sync, the file will be available within Activities section.

Note: Esign will only sync when the document is completed.

Historic Sync- All Activities sync on Account/Contact Sync:-

Note: For non-synced accounts and contacts, which contain various activities, Only manually syncing these accounts and contacts will sync all the activities.

Navigate to the Contact360 details of the contact. Once you have manually synced the old Historic contact all the activities related to that will be synced manually.

To View the Enhancement:

Here is how you can Sync Activities associated with an Historic Account/Contact-

Email:

SMS:

Call Logs:

Tasks:

Notes:

Activities:

Esignature:

Now if you are syncing the contact associated with all the activities
Click on the watermark that says ‘Applied Epic not Synced.’

A minimized window will now apper asking you to ‘Sync with your AMS.’
Fill the Agency and Branch details.
Then hit ‘Sync with AMS.’

After sync with EPIC

Hence all the Activities will then be synced for the Historic Contact/Account.

Files Sync from IM to Epic:

Note – If you want any file to get synced with Epic, it is mandatory that your account must have been synced with Epic earlier.

Steps to Configure Files Sync from IM to Epic

Step 1- Settings>Configuration>Auto\Manual Sync-Files-

From the settings Module, You can select , how you want to sync your files IM to Epic either Auto or Manual as shown in the image below.

-Sync option-Within Auto/Manual sync option you have the right to choose, either Restrict -Account/Contact, Activity Call Logs, Email, Notes,SMS Task, eSignature.

-Status-For each sync Activity you can keep the Status as Open/Closed. Once synced,the displayed results will be categorized under open and close tab within the epic.

-Code-For each sync Activity you can select what code you want to sync from IM to Epic and it will be shown within Activities under the code tab.

Files Manual Sync Option From Account Module:

-Go to Account 360>Files tab>-Click on Add File or drop files

Note 2 -Here we can sync Files- .jpg, .png, .doc, .txt, .gif, .jpeg, .xls, .xlsx, .csv, .eml, .msg, .3gp files size limit upto 30 MB.

Select Files Tab.
Then click on the Action button.
From the drop-down, select ‘Sync with Epic.’

Files Manual Sync Option From Contact Module:

-Go to Contact 360>Files tab>-Click on Add File or drop files

Select Files Tab.
Then click on the Action button.
From the drop-down, select ‘Sync with Epic.’

Files Manual Sync Option From Pipeline Module-Pipeline Card:

-Go to Contact 360>Files tab>-Click on Add File or drop files

Select Files Tab.
Then click on the Action button.
From the drop-down, select ‘Sync with Epic.’

Auto Sync Configuration (Files):-

Settings>Configuration>Auto\Manual Sync

-To sync files automatically we have to configure from here to switch the sync option to Auto

Note 3: From the above settings, if you have set the option for Files as Auto, all the files will then sync automatically with Epic from Account , Contact, pipeline card

Once the files from above category such as account, contact pipelines are synced, you won’t be able to visualize the sync with Epic option.

The post All Activity Sync From IM To Epic appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Epic bulk sync-ups – email campaign, bulk text, SCD, Contact Automation

Arshad Hussain — Wed, 15 May 2024 06:46:23 +0000

With Epic Bulk sync-ups, you can now easily sync your comprehensive email and text campaigns, or initiate single-contact drip and Contact Automation, Workflow Automation, directly from InsuredMine to Applied Epic.

Use Case: Easily sync email/text campaigns or automate workflows from InsuredMine into Applied Epic with Epic Bulk sync-ups.

Note: As of now, for Email Campaigns, we can only choose to auto-sync it to Epic. However, for the other three—Bulk Text, Single Contact Drip, and Contact Automation—we can perform both auto and manual sync.

To View the Enhancement:

First Step:

Before triggering any email campaign, text campaign, SCD, or running contact automation, you first need to set it to auto or manual sync from the Settings module.

Email Campaigns Sync-up from IM to Epic:

After triggering an email campaign, you will get a pop-up saying, ‘Do you want to sync with AMS?
Simply select: Yes or No

After successful Sync, the data will be visible within Epic under the activities tab.

Contact Automation Sync-up from IM to Epic

Within Epic the the workflow data will be visible under activities.

Single Contact Drip Sync-up from IM to Epic:

Bulk Text Campaign Sync-up from IM to Epic:

Within Epic the the text campaign data will be visible under activities.

The post Epic bulk sync-ups – email campaign, bulk text, SCD, Contact Automation appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Epic Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Epic Activities – Create & View

Overview

How Sync Works

Add a New Epic Activity

Field Reference — Add Epic Activity

View Epic Activities

Quick Reference Summary

Epic Activities – Create & View

Overview

How Sync Works

Add a New Epic Activity

Field Reference — Add Epic Activity

View Epic Activities

IM -> Epic Sync Attachments (Epic)

File sync with Accounts/Contacts

File sync with Policies

Default Activity (Meeting) creation when attaching a file from Account360, Contact360, Dealcard, Notes and Tasks.

Applied Epic Integration

Sync from Applied Epic to Insuredmine

Daily AMS sync option from Applied Epic to Insuredmine

Accounts

Add Account in Applied Epic

Contacts

Add Contact in Applied Epic

Policies

Add Policy in Applied Epic

Sync from Insuredmine to Applied Epic

Accounts

Tasks

Contacts

Sync Contact

Sync a primary contact:-

Sync a secondary contact:-

Generate Lookup code in Applied Epic while creating a new account

Generate a lookup code for an account in insuredmine

Refresh Option:

SIC & NAICS Code Sync from IM to Epic

Feature Release Date: 27 December, 2024

To View the Enhancement:

Associating Notes with Policies During Sync with Epic

Release Date: 4th December, 2024

To View the Enhancement:

1. Notes added to an account with a selected Synced policy:

2. Notes Added Directly From the Policy Module:

Sync Deal Card’s Notes to Epic At Policy Level

Release Date: 15th November, 2024

To View the Enhancement:

Deal-Card Notes Sync to its associated Policy:

(Epic View after Note’s Sync):

Policy Sync from IM to Epic (Manual Sync)

Release Date: 1st August, 2024

In this Article, you will Learn

To View the Enhancement:

Step 2: ‘+Add Policy’

Step 3: Fill in the Mandatory Policy Fields

Select Premium Payable (Writing Carrier in Epic):

Select Issuing Company:

Step 4: Manually Sync the Policy From InsuredMine to Epic

Step 5: Single Account Refresh

Epic Default Activity Sync for Policy

Sync the Policy:

View Newly Created Activity associated with Policy after sync Epic:

Data Points for Policy from InsuredMine & Applied Epic

Claims Detail on Policy page for Epic SDK

All Activity Sync From IM To Epic

Account/Contact (Auto Sync)-:

Epic View After Sync:

Activity Sync From IM to Epic (Manual):

Epic View After Sync:

Call Logs Sync from IM to Epic (Auto):

Epic View After Sync:

Email Sync from IM to Epic (Manual):

Epic View After Sync:

Notes Sync from IM to Epic (Auto):

Epic View After Sync:

SMS Sync from IM to Epic (Manual)

Epic View After Sync:​

Task Sync from IM to Epic (Auto)

Epic View After Sync:

Epic View After Sync: