For years, insurance agencies running Applied Epic had two choices:
- Live without true 2-way integration, forcing producers and CSRs to double-enter data and manage disjointed client records.
- Or take on Salesforce, the only available 2-way Epic integration—powerful, but expensive, complex, and slow to deploy.
Frankly, neither option felt like a win.
Now, there’s a better way.
InsuredMine CRM delivers true 2-way Epic integration—purpose-built for insurance, faster to implement, and far more cost-effective.
Why 2-Way Integration Matters
Agencies tell us the pain points are real: producers drowning in duplicate data entry, account managers juggling incomplete records, leadership frustrated by fragmented reporting.
A true 2-way sync changes that. Epic and your CRM finally work as one, creating a single source of truth. No more silos. No more “what’s missing here?”
And the economics speak for themselves:
Agencies with integrated CRM and AMS see up to a 45% higher retention rate (https://www.insuredmine.com/maximizing-roi-the-benefits-of-ams-crm-integration/)
Even a modest 5% bump in retention can increase lifetime customer profits by 50% (https://en.wikipedia.org/wiki/Customer_relationship_management)
CRM-enabled workflows typically drive 10–25% more cross-sell opportunities (https://piasouth.com/insurance-agency-crm-software/)
Automation saves 7–12 hours weekly per staff member (https://blog.hawksoft.com/integrated-crm-with-data-analytics)
👉 ROI Spotlight: One agency with 10 service staff calculated over $125K in annual productivity savings just by reducing duplicate workflows.
Choosing Your Path to 2-Way Integration
Every Epic subscriber is at a different stage in its digital journey. Some need quick wins, while others want deeper servicing data and long-term flexibility. That’s why InsuredMine offers two clear paths to Epic integration:
- IM Connector: The fastest, most cost-effective option for most Epic subscribers. Agencies get seamless syncing of accounts, contacts, and policy data with all CRM activities flowing back into Epic. Most are surprised to learn they can be fully operational in just 7–10 business days.
- IM Connector + SDK/BDE: Designed for larger or more complex agencies that need richer data. This option expands integration to include full policy and commission data, document handling, and broader workflow automation. Yes, it typically takes longer (3–4 months), but many Epic subscribers already have SDK/BDE in place from Salesforce or Dynamics, so there’s no incremental license cost.
Here’s a side-by-side comparison:
Epic–InsuredMine Integration Path | From Epic → IM | From IM → Epic | Requirements | Implementation Speed | Account Servicing Benefits |
|---|---|---|---|---|---|
IM Connector | – Contacts / Accounts | – Contacts / Accounts | Requires purchase of IM Connector license from Epic | ~7–10 business days | Full CRM pipeline + automation like any InsuredMine customer; limited policy data restricts some servicing functionality |
IM Connector + SDK/BDE | – Contacts / Accounts | – Contacts / Accounts | Requires SDK/BDE (most agencies already have if they previously implemented Salesforce or Microsoft Dynamics; switching to IM does not require an extra license) | Varies by scope; usually 3–4 months for complex orgs | Greater account servicing functionality through full policy/commission visibility; supports tailored workflows, data architecture, and 3rd-party integrations |
Real Impact, Real Growth
The value of integration is increasingly playing out for Epic subscribers using InsuredMine. Whether it’s a regional agency going live in under two weeks, a large broker expanding visibility into commissions, or a national network standardizing workflows at scale, the results are tangible — and growing.
Midwest Regional Agency (IM Connector)
Scale and Scope: 65-employee agency focused on personal and small commercial lines, with 15 producers.
Voice of: Agency Owner
“We were up and running in just 10 days after purchasing the IM Connector from Epic. Epic pushes over the data we need into InsuredMine, and every CRM activity flows right back into Epic. The days of double entry are gone—our producers can finally spend more time with clients, not spreadsheets.”
West Coast Independent Broker (IM Connector + SDK/BDE)
Scale and Scope: 120-employee broker with multiple offices, serving middle-market commercial, employee benefits, and specialty risks.
Voice of: Chief Operating Officer
“As an Epic subscriber, we already had SDK/BDE in place from our prior Salesforce deployment, so moving to InsuredMine didn’t require an additional license. Now full policy details, commissions, and documents flow into InsuredMine, while all CRM activities and attachments sync back into Epic. Producers spot cross-sell opportunities faster, and service teams finally have complete visibility without added complexity.”
National Network / Aggregator (IM Connector + SDK/BDE at scale)
Scale and Scope: National Epic subscriber network with ~150 member agencies and ~500 users, operating under a shared integration architecture.
Voice of: SVP of Sales & Marketing
“Rolling out InsuredMine with SDK/BDE across our member agencies gave us exactly what we needed: consistency. Contacts, accounts, policies, commissions, and documents now flow into InsuredMine, while activities and attachments sync back into Epic. This standardization delivered network-wide reporting and efficiency at scale—without the Salesforce overhead.”
Let’s Respark Your Growth Story Together
Every agency has a vision for where it wants to go—whether that’s growing faster, keeping more clients, or simply giving teams the tools they need to do their best work. For Epic subscribers, the path forward no longer requires heavy compromises or costly workarounds.
With InsuredMine, you get to choose the level of integration that fits your agency today while laying the foundation for tomorrow. Imagine freeing producers from double entry, empowering service teams with real-time visibility, and giving leadership confidence that every client touchpoint is captured and actionable.
It’s not just about connecting two systems. It’s about creating a better way to sell, serve, and grow—together. And for many agencies, that transformation delivers a return in the very first year.
👉 Curious what this could look like for your agency? Schedule a 20-minute walk-through with our team and see Epic + InsuredMine in action.
