InsuredMine CRM | Optimize and Grow Your Insurance Agency

Featured Integration

Integrate Applied Epic with InsuredMine

Applied Epic and InsuredMine combine to help insurance companies manage their work more easily.
Sync Options: InsuredMine shares and syncs information like accounts, contacts, and tasks with EPIC. In return, EPIC sends back a comprehensive set of data, including accounts, contacts, policies, carriers, and categories, ensuring a complete and two-way sync of information.
What it does:
Enhance the workflow of insurance agencies to make it simpler and more efficient for everyone involved.

Benefits:

With this integration, tasks become smoother, and your records stay accurate and up-to-date, making your insurance workflow more efficient.

Requirements:

Users need valid login details for both InsuredMine and Applied Epic.

How to connect Applied Epic with InsuredMine?

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