Epic Archives - 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.

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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.

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Search by AMS account ID – AMS360, HawkSoft, QQ Catalyst, and Epic

Anjali Kapadia — Mon, 15 Aug 2022 15:39:43 +0000

You can search by ID for AMS360, HawkSoft, QQ Catalyst, and Epic. ID is the unique ID that you have for an account.

For HawkSoft

For AMS360

For Epic

For QQ Catalyst

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