Feature Release Date: 27 December, 2024
With our latest enhancement, you can sync industry codes from InsuredMine to Applied Epic. While adding a primary contact for a commercial account in InsuredMine, just enter the SIC and NAICS codes. After clicking the sync button, the SIC and NAICS codes added from InsuredMine will sync directly to Applied Epic.
Use Case: Ability to sync SIC and NAICS codes within the primary contact for the commercial account type from InsuredMine to Applied Epic.
Data Shared Between IM and Applied Epic:
SIC and NAICS codes for the primary contacts associated with commercial account type will be easily synced and displayed in Applied Epic.
To View the Enhancement:
Step 1: Add SIC & NAICS Codes While Adding a Primary Contact :-
- Create a Contact by selecting ‘Commercial’ as the account type.
- Fill in Mandatory Fields.
- Input the SIC & NAICS Codes, then click ‘Save.
Step 2: View the NAICS and SIC Codes in Epic After Sync:-
- NAICS and SIC codes will be displayed for the contact after syncing with Applied Epic.
