Applied Epic
Applied Epic is the market-leading agency management system for independent insurance agencies and brokerages, covering policy management, customer and prospect tracking, accounting, and document management. It is the most widely deployed commercial lines AMS in North America.
What you can do
Read and write client and policy records
Pull client (account) records with contact details, assigned producer, and linked policies. Read policy details including coverage, carrier, premium, and renewal dates. Write back updated contact information from your CRM.
Sync activity and service records
Read open and completed activities (tasks, notes, phone calls) by account or policy. Create new service activities from your customer-success or renewal product to keep the agency's Epic workflow current.
Access claims records
Pull claims linked to a policy including claimant details, loss date, status, and reserve amounts. Useful for claims-management or analytics products that need to correlate claims data with policy and account records.
Read certificates of insurance
Pull issued certificates of insurance by account or policy. Askel surfaces certificate holder details, coverage limits, and expiration dates for products that need to track or automate certificate workflows.
Sync commercial lines exposures
Read commercial lines policy exposures including property schedules, vehicle schedules, and workers compensation payroll data. Useful for exposure-management or rate-verification products.
Access accounting and billing data
Read invoices, payments, and commission records from Applied Epic's accounting module. Useful for financial-reporting products that need to pull agency revenue and commission data.
Syncing Applied Epic client data into an insurance renewal-automation platform
Summit Commercial Insurance Advisors manages over 2,000 commercial accounts in Applied Epic. They have deployed your renewal-automation platform to send proactive renewal outreach 90, 60, and 30 days before expiry. The platform needs current policy renewal dates and client contact details from Epic to trigger the right outreach at the right time.
- 1
Register the OAuth client in Applied Epic
Summit's Applied Epic administrator logs into their Epic Cloud portal, navigates to the API and OAuth settings, and creates a client application for Askel. They assign the client access to the Account, Policy, and Activity API scopes and note the client ID and client secret.
- 2
Enter credentials in Askel
Summit's admin enters the Applied Epic host URL, client ID, and client secret into the Askel setup screen inside your renewal platform. Askel exchanges the credentials for an access token via Applied Systems' OAuth endpoint and confirms connectivity by fetching the account count.
- 3
Schema discovery
Askel reads the Applied Epic API objects accessible to the OAuth client and identifies the Account, Policy, Activity, and Contact objects along with any custom fields Summit has configured in Epic. Your CS team sees a mapping draft within minutes.
- 4
Map and validate
Summit tracks a preferred-contact method custom field on client records. A CS rep maps this to the renewal platform's outreach-channel attribute and runs a dry-run against accounts with renewals in the next 90 days to confirm the correct clients and policy details are captured.
- 5
Go live
The daily policy sync is enabled. Askel pulls updated renewal dates and contact details from Summit's Epic account and loads them into the renewal platform. Clients whose policies renew in the next 90 days automatically enter the outreach sequence.
Service account
The customer's Applied Epic administrator registers Askel as an OAuth client in Applied Epic Cloud or via the on-premises OAuth configuration, assigns the required API scope permissions, and provides the client ID and client secret to Askel. Askel exchanges these for an access token and refreshes it automatically before expiry.
How Askel sits between your product and the customer's system
FAQ for Applied Epic
Is the OAuth setup the same for Applied Epic Cloud and on-premises Applied Epic?+
Which Applied Epic versions are supported?+
What API scopes does the OAuth client need?+
How are Applied Epic custom fields handled?+
catching drift before it breaks, and hitting go-live dates.
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