Applied Epic integration,
from people who know where Epic hides things.

• Programmatic access to the core entities — clients, policies, lines, activities, transactions, attachments — deep enough to keep an external system genuinely in sync.
• Both directions: read Epic data out for CRMs, dashboards, and books-of-business analysis, and write back activities, attachments, and records so Epic stays the system of record.
• Activity-driven automation: Epic activities can act as the trigger rail for downstream workflows — a renewal activity opens, your automation starts.
• Applied’s developer program (Applied Developer Center) for newer REST-style APIs alongside the long-standing SDK web services.
• Enough surface to retire most manual exports — the CSV-on-a-schedule workflows agencies live on can usually become real integrations.

• Access is licensed. SDK/API use requires the right agreement with Applied for your environment — if you don’t have it yet, procurement is step one and it takes calendar time, so we start it in week one.
• The entity model is deep and relational — client vs. account vs. policy vs. line vs. transaction. Naive integrations sync the wrong level and reconciliation never balances.
• Rate limits and batch windows are real; a full-book initial sync needs to be designed, not just looped.
• Epic configurations differ per agency — custom fields, activity codes, branch structures — so a connector that worked at another agency still needs mapping to yours.
• “Epic Bridge” is not one product you can buy off a shelf — it’s what people loosely call SDK-based connectors between Epic and third-party systems. If a vendor promised you “the bridge,” what they meant is exactly the kind of integration this page describes.

Epic ↔ CRM sync

Clients, policies, and renewal dates flowing into HubSpot, Salesforce, or your CRM of choice — and producer activity flowing back into Epic as activities. One source of truth, no swivel-chair double entry.

Books-of-business warehouse

A scheduled extract of your full book into Postgres or your BI stack, modeled at the right entity level so premium, revenue, and retention reports actually reconcile against Epic.

Renewal & expiration extracts

Daily renewal lists with the policy, line, and servicing data your team needs to work them — pushed to Slack, email, or your CRM instead of buried in an Epic report someone has to remember to run.

Activity & attachment automation

Auto-created activities with the right codes, documents filed to the right client and policy, and follow-ups generated from events in other systems — so Epic reflects work without anyone typing it in.

Carrier workflow glue

Submission data pulled from Epic to feed carrier portals or APIs, and results written back where your team expects them. Pairs with our portal automation when the carrier has no API.

Export & migration tooling

Clean, complete extracts for M&A due diligence, system evaluations, or migrations — with the Epic-specific gotchas (inactive codes, orphaned lines, attachment exports) handled instead of discovered.

Scoping call.

Bring the integration you wish existed. We tell you what the platform genuinely allows, what we’d build, and what it costs — on the call, not in a proposal three weeks later.

A build lead joins your Slack.

A named engineer who has shipped against this platform before — not a recruiter, not a PM. They confirm access and credentials, then start on the thinnest end-to-end slice.

First demo on your real data.

Not a slide. The integration running against your live environment — your policies, your clients, your edge cases. You click around and we keep going until it’s right.

It keeps running. We keep watching.

APIs version, portals change, schemas drift. Monitoring and fixes are in the flat fee — most clients learn something broke from our Slack message that says it’s already fixed.

Do we need an SDK or API license from Applied before you can start?

Yes — API access to your Epic environment runs through your agreement with Applied, and we can’t (and won’t) route around that. What we do is make it painless: we tell you exactly what to request, start the build against the schema while procurement runs, and demo against your live environment the day credentials land.

What is Epic Bridge?

“Epic Bridge” is the name people use loosely for connectors that move data between Applied Epic and outside systems over the SDK/APIs — there isn’t a single boxed product behind the phrase. When someone says they need “an Epic bridge to our CRM,” they need an integration like the ones on this page: entity mapping, sync logic, error handling, and monitoring.

Can you work alongside Applied’s own services team?

Yes. Applied builds solid integrations too — the difference is engagement shape. We’re month-to-month, in your Slack, and we also handle the non-Epic half of the workflow (your CRM, your warehouse, the carrier portals). Plenty of clients use both: Applied for what’s on their roadmap, us for what isn’t.

Our Epic is heavily customized. Does that break your approach?

No — it’s the normal case. Custom fields, activity codes, and branch structures get captured in a mapping layer during the first week, and the integration is built against your configuration, not a reference install. The demo runs on your real data precisely so the customizations surface early.

How fast do we see something working?

A working slice — real Epic data flowing into the target system — inside the first week after credentials. Full production sync with monitoring typically lands in the first month. If Applied procurement is still running, we build against the integration model and flip to live data the day access arrives.

What does it cost?

Flat $2,499 or $4,499 per month depending on volume, month to month, cancel anytime. The Applied-side licensing is between you and Applied; our fee covers the engineering, the monitoring, and the fixes when an API version moves.