Engineering servicesFor agencies, MGAs & insurtech teams · US

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

Applied Epic runs the book at thousands of mid-size and enterprise agencies, and its SDK and APIs can do far more than most agencies ever turn on.

Working with
Trucker Path InsuranceLuckyTruckIIGHilson MoranNomod

Client relationships include work through Alfabolt, NativeBase's parent company.

Scoping call20 minutes

Bring us the integration. We’ll scope it on the call.

Twenty minutes, no deck. You leave with a written map, and we say on the call if it is a dead end.

14-day pilot, $2,499: live or you don’t pay · then $2,499 / mo

Not ready to talk? Start with the free tools instead →

We build the integrations: Epic to CRM, Epic to warehouse, Epic to carrier workflows. You bring the license; we bring engineers who have already mapped Epic’s entity model and don’t need a quarter to find the policy record.

Julie Zimmer, CEO at LuckyTruck
Adam Smith, VP of Product at Trucker Path Insurance
Paul, client
“It is like having an in-house fractional head of engineering and a fully functional dedicated team.”
Adam Smith · Truckerpath Insurance · read more →
Before you scope anything

The Epic SDK & API, honestly.

Epic integration projects rarely die on engineering: they die on access, licensing, and underestimating Epic’s data model. Here is what you are actually working with, so the scoping call starts from reality.

What it gives you
  • 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.
Where it bites
  • 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.
What we build

Shipped before, shipped again.

These are the engagements we run most often on this platform. If yours isn’t here, bring it to the scoping call. If we can’t build it, we’ll say so on the call.

Epic ↔ CRM sync

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

Scope this build

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.

Scope this build

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.

Scope this build

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.

Scope this build

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.

Scope this build

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.

Scope this build

Looking for the product instead of the engineering? We also run ready-made automation on top of Applied Epic: see AI automation for Applied Epic. Or, if you’d rather add a person than a project, hire an insurtech engineer who already knows this platform.

Epic API work often ends with a product question: now that the data flows, what should sit on top of it? Producer dashboards, insured self-service, MGA intake feeding Epic through the SDK. That layer is custom AMS insurance software built on Applied Epic, and it runs on the same flat fee as the integration.

How it works

Scoped on a call.
Demoed the same week.

01
Day 0 · 20 min

Scoping call. You leave with a map.

Bring the integration you wish existed. We tell you what the platform genuinely allows on the call, and within 48 hours you have a written automation map: what we’d build first, what it saves, and what it costs.

02
Within 24 hours

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.

03
By day 14

The pilot is live, or you don’t pay.

Not a slide. The first integration running against your live environment: your policies, your clients, your edge cases, used by your team. If it isn’t live and used by day 14, the $2,499 pilot isn’t billed.

04
Month to month

It keeps running. We keep watching.

APIs version, portals change, schemas drift. The $2,499 a month retainer only starts once the pilot works: monitoring and fixes are in the flat fee, plus one new automation a month, and most clients learn something broke from our Slack message that says it’s already fixed.

What clients actually say

Engineers who already speak insurance.

“It is like having an in-house fractional head of engineering and a fully functional dedicated team.”

Adam Smith
VP of Product · Truckerpath Insurance
50% saved

“Alfabolt took over our digital platform and internal systems, improved functionality fast, and cut hosting and infrastructure costs by 50%.”

After just a few months, they were a fully integrated part of our team.

Julie Zimmer
CEO · Luckytruck
FAQ

The questions every scoping call starts with.

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, and 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?

It starts free: a 20-minute call and a written automation map of the 3 to 5 workflows worth automating first. Then a 14-day pilot for $2,499 one time: one workflow, fixed scope, live and used by your team by day 14, or you don’t pay. After that, $2,499 a month keeps it running (monitoring and fixes included) and adds one new automation each month; $4,499 a month runs two build lanes. Month to month, cancel anytime, no setup fees. The Applied-side licensing is between you and Applied; our fee covers the engineering, the monitoring, and the fixes when an API version moves.

More about the engagement model, covering pricing, IP ownership, and how the team plugs into yours, on the hire insurtech engineers page, or compare all insurance engineering and integration services.

The next 20 minutes

Bring the integration
nobody wants to staff.

Twenty minutes, no deck. Tell us what should be flowing between your systems and isn’t. We’ll tell you if it’s buildable, how long it takes, and what it costs. The first piece is live in 14 days or you don’t pay. If we’re not the right team, we’ll say so and point you somewhere better.

Book a scoping call →● Limited pilot slots each month: one build lead per pilot