Applied Epic + InsuraMate AI
Applied Epic integration with customer match, call logging, and policy lookups.
What this integration does
Applied Epic powers some of the largest independent agencies in the US. We connect to it directly so calls flow into the right Epic record without your team retyping.
Customer match on Epic contacts the moment the phone rings.
Call notes and structured summaries write to the customer's Epic record.
Policy-aware AI conversations: the AI references the right Epic-stored policy live.
What's included
- Customer match on Epic contacts
- AMS-side call notes
- Two-way contact sync
- Policy-aware AI conversations
Best for
Multi-location independent agencies on Applied Epic.
See how InsuraMate AI works with Applied Epic.
Thirty minutes with Aiste, our CRO. We'll talk through your workflow.