NativeBase.AI
Applied Epic Integration

Applied Epic to Carrier Portal—Zero Manual Data Entry

Policies, client data, and ACORD forms already live in Applied Epic. NativeBase bridges that data directly into every carrier portal—so your agents never copy-paste or rekey again.

Integrates within your existing Epic workflow. No new systems, no disruption to how your agents work.

See the Epic Bridge in Action

Time-Saved Calculator

NativeBase saves you

394 hours/year

Hours your agency gets back every week—revenue-generating time, not rekeying time.

The Automated Workflow

Epic data flows to carrier portals—automatically, accurately

NativeBase navigates carrier portals the same way a human would, but with AI—eliminating every manual step between Epic and a bindable quote.

1

Extract Data from Applied Epic

30 Sec

NativeBase reads client records, policy details, and ACORD data directly from your Epic system—no exports, no manual steps.

2

AI Maps to Carrier-Specific Fields

45 Sec

AI maps every Epic field to the correct carrier-specific format—Progressive, Travelers, Liberty Mutual, Safeco, and more.

3

Automated Portal Navigation & Fill

2–3 Min

NativeBase opens each carrier portal, navigates every form page, and fills every field—the way your best agent would, but without errors or fatigue.

4

Quote Returned & Synced to Epic

Done

Bindable quotes flow back and sync to Applied Epic automatically. No manual transcription from carrier portals back into your system.

Total time: Under 5 minutes from Epic to bindable quote—vs. 20+ minutes of manual rekeying per carrier

The Real Difference

Manual Epic Workflow vs. Automated Bridge

The data is already in Epic. The only question is whether your agents rekey it into portals—or NativeBase does the browser work for them.

Manual Process

Copy from Epic. Paste into portals. Repeat.

  • Open Epic, find the client record, copy every field by hand
  • Log into Progressive—paste name, address, VIN, coverage details
  • Log into Travelers—paste the same data, different field layout
  • Log into Liberty Mutual—same data, third time, third portal
  • Mistakes compound: wrong fields, missed data, mismatched coverage codes
  • Quotes arrive—now rekey the results back into Epic manually

NativeBase Automation

Epic → Every Carrier. Zero Rekeying.

  • NativeBase reads directly from Applied Epic—no CSV exports needed
  • AI maps fields to each carrier portal format automatically
  • Browser automation navigates and fills every portal, like a human would
  • Bindable quotes return and sync directly back to Epic
  • Your agents stay in their existing workflow—no new system to learn
  • Works with any carrier portal, not just API-connected ones

Head-to-Head

Manual Epic-to-Portal vs. NativeBase Automated Bridge

Feature
Manual Rekeying
NativeBase
Time per submission
18–25 min per carrier
Under 5 min, all carriers
Data entry method
Copy-paste from Epic
Automatic from Epic
Error rate
High (typos, missed fields)
Near-zero (AI-validated)
Carrier portal logins
Agent logs in manually
Automated navigation
Quote sync back to Epic
Manual rekey from portal
Auto-synced
Agent productivity
2–4 hrs/day on data entry
Focused on clients & sales

Epic data flows to every carrier portal and back—your agents never rekey again.

FAQ

Applied Epic Integration — Common Questions

NativeBase reads data directly from your Applied Epic environment—client records, policy details, ACORD form data. There's no complex API integration. The data already in Epic flows into carrier portals automatically, and quotes sync back. Your agents never rekey a single field.
Yes. NativeBase automates the actual browser workflow—it navigates carrier portals the same way a human would. That means it works with Progressive, Travelers, Liberty Mutual, Hartford, Safeco, and any other carrier your agency writes with. No carrier API access needed. See our multi-carrier automation page for more details.
ACORD automation fills ACORD forms from data. NativeBase goes beyond that: it takes data already in Epic—whether from ACORD forms or direct entry—and pushes it into carrier portals, navigating every screen and field. See our ACORD-to-portal automation page.
Absolutely. NativeBase connects to both Applied Epic and AMS360 (Vertafore). The same AI-driven browser automation works regardless of your management system. See our AMS360 integration page for details.
NativeBase uses AI to navigate portals—not brittle scripts or hardcoded selectors. When a carrier redesigns their portal, we proactively make updates where AI can't adapt automatically—so your automation keeps running.
Each workflow is automated within 48 hours. No lengthy integration, no IT project. NativeBase works within your existing Epic setup and starts automating carrier portal workflows immediately. See our multi-carrier overview for deployment details.
Applied Epic → Carrier Portals

Ready to stop rekeying Epic data into carrier portals?

See a live demo: your Applied Epic data flows into Progressive, Travelers, Liberty Mutual, and more—bindable quotes in under 5 minutes, zero manual entry.

Schedule My Epic Demo

Starting at $2,499/mo · Each workflow automated in 48 hours · Cancel anytime