Applied Epic Integration

Accounts, Contacts, and Policies are synced one way from Applied Epic to InsuredMine. InsuredMine automatically syncs the data in real-time – that means no duplicates!

Accounts

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

1. Account name
2. First name
3. Middle name
4. Last name
5. Account Type – Personal/ Commercial
6. Address – State, City, Street, Zip
7. Phones
8. Emails
9. 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:

1. First name
2. Middle name
3. Last name
4. DOB
5. Address – State, City, Street, Zip
6. Emails
7. Phones
8. Primary Contact
9. Servicing Roles – Producer/CSR
10. Organization – Agency

Add Contact in Applied Epic

• Click on Contact from the left side-bar 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:

1. Policy Number
2. Policy start date/ Effective On
3. Policy end date/ Expiration on
4. Policy Lines
5. Policy Type
6. Issuing Company
7. Premium Payable company
8. Policy Renewal Status – New/Canceled/Marketing etc
9. Policy Premium
10. Servicing roles – Producer/CSR
11. Organization – Agency

Add Policy in Applied Epic

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

• Enter policy information and click on Finish

These data will be synched under the Policies module in InsuredMine

Sync from InsuredMine to Applied Epic

Accounts

Add Account in InsuredMine

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

• Enter the account information and click on Update

The account information will be reflected under Client in Applied Epic

Note – Commercial accounts must have a contact linked the account and address in order to sync with Applied Epic. Since this is required in Epic, the same logic applies inside InsuredMine as well.

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.

1. Account name
2. First name
3. Middle name
4. Last name
5. Address – State, City, Street, Zip
6. Phones
7. Emails
8. Date of Birth

Sync Contact

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

• Navigate to Contacts and choose the contact to sync
• Click on Applied Epic Sync to manually sync
• On the pop-up screen, click on Sync with AMS

This data will be synched under Contact in Applied Epic.