Explore InsuredMine + Applied Epic features and improvements for easy integration, smooth workflows, and real-time updates
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
Release Date: 12th November, 2024 With this enhancement, when you create a policy, a default activity is automatically created. Once the policy is synced, you
Release Date: 1st August, 2024 Earlier, we had the opportunity to create policies through Applied Epic and then sync them to InsuredMine. However, now you
Epic users can now conveniently access claim information directly on the Policy Page. Also have the ability to view all policy claims associated with an
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
With Epic Bulk sync-ups, you can now easily sync your comprehensive email and text campaigns, or initiate single-contact drip and Contact Automation, Workflow Automation, directly
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.
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