Epic

Sync from Applied Epic to Insuredmine Accounts and Contacts can be synced in both ways: from Applied Epic to InsuredMine and from InsuredMine to Epic.

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

Release Date: 4th  December, 2024 With our latest enhancement, once you add a note from an account or contact while selecting a synced policy, that

Release Date: 15th November, 2024 With our latest enhancement, if you have a synced policy present in the deal card, the notes of that deal

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The “All Activity Sync” feature facilitates the sync of various activities from InsuredMine to the Epic. Users can now configure this sync for different types