Short answer
An Applied Epic integration connects an insurance agency's management system to Salesforce or HubSpot, so policies, clients and renewals in Epic are visible in the CRM for sales, cross-selling and service, without double entry.
How the Applied Epic integration works
Applied Epic remains the system of record for policies, carriers and accounting. The CRM handles pipeline, marketing and relationship work. Integration passes client and policy data to the CRM and can create prospects or opportunities from CRM activity.
What syncs
- Clients and contacts
- Policies, lines of business and renewal dates
- Producers and account managers
- Opportunities for new business
Integration options
- Applied Epic APIs through MuleSoft or middleware
- Vantage Point's Applied Epic and Salesforce integration
- Scheduled loads into FSC for insurance or HubSpot custom objects
What to plan for
- Epic remains the system of record for policies
- Producer and ownership mapping
- Renewal timing and data freshness
Frequently asked questions
Does Applied Epic integrate with Salesforce?
Yes. Vantage Point has built Applied Epic and Salesforce integrations for agencies.
Can HubSpot show Epic policies?
Yes, typically as a custom object associated with contacts and companies.