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. However currently, Policies have a one-way sync, which is from Applied Epic to InsuredMine.
Daily AMS sync option from Applied Epic to Insuredmine
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Note: Our daily sync option runs automatically twice a day, which helps bring data from Applied Epic to Insuredmine, even though you won’t do it manually.
Fields that are synced under Accounts between Applied Epic and Insuredmine:
Accounts
Both Personal and Commercial account types are synced with Insuredmine. Below mentioned are the fields synced under Accounts between Applied Epic and InsuredMine:
- Account name
- First name
- Middle name
- Last name
- Account Type – Personal/ Commercial
- Address – State, City, Street, Zip
- Phones
- Emails
- Servicing Roles – Producer/CSR
Add Account in Applied Epic
- Click on Accounts from the left side-bar
- Choose the “+” symbol to add account details.
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- Enter account details and scroll down to click on Continue.
Note – The fields marked in Red are mandatory fields
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Note – When an Account is created with Applied Epic, an associated activity is triggered.
- Fill in the details of the Activity and click on Finish.
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- This data will be reflected in Insuredmine under the Accounts module.
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Contacts
Below mentioned are the fields synced under Contacts between Applied Epic and InsuredMine:
- First name
- Middle name
- Last name
- DOB
- Address – State, City, Street, Zip
- Emails
- Phones
- Primary Contact
- Servicing Roles – Producer/CSR
- Organization – Agency
Add Contact in Applied Epic
Click on Contact from the left sidebar and choose the “+” symbol to add a new contact.
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- Enter the contact information and click on Finish.
Note – Insuredmine maps only the Producer and the CSR fields during the sync.
This data will be reflected in InsuredMine under the Contacts module.
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Policies
These fields are synced from Applied Epic to InsuredMine in this one-way sync:
- Policy Number
- Policy start date/ Effective On
- Policy end date/ Expiration on
- Policy Lines
- Policy Type
- Issuing Company
- Premium Payable company
- Policy Renewal Status – New/Canceled/Marketing etc
- Policy Premium
- Servicing roles – Producer/CSR
- Organization – Agency
Add Policy in Applied Epic
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- Click on Policy from the left side-bar and choose the “+” symbol to add policy Information.
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- A dashboard will appear asking you to provide mandatory details for adding a Policy on Applied Epic.
- Then, click on Finish.
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- A new Policy has been created.
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- Navigate to Account360 for the same account.
- If the account is already synced, you can retrieve the policy details in insuredine by simply clicking on the refresh option within the account.
- Click on the Policy to view details.
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- A new dashboard will appear where you can view all your policy details.
Sync from Insuredmine to Applied Epic
Accounts
Add Account in InsuredMine
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- Navigate to Accounts from the sidebar and click on Add Account.
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- A window will appear from the right where it will ask you to fill all the mandatory details.
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- Enter the mandatory fields before hitting save otherwise it won’t sync with Applied Epic.
- Address should always be entered to sync with Epic
- Then, click on Save.
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- Hence, a new account will be created.
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- To manually sync, you can click on ‘Applied Epic not Sync’ from this menu, as shown.
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- Or, you can also do it manually through navigating to Account360 of that account.
- Click on the Applied Epic Not Synced option.
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- A window will appear from the right asking you to fill out all marked fields such as Agency and Branch.
- Then, click on Sync with AMS.
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Note: You can view your data under the Account Detail option after successful synchronization.
Tasks
- Navigate to Tasklist from the sidebar and click on Add Task.
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- Enter the task details and click on Save.
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The tasks will be added to the Activity section in Applied Epic
Contacts
The details mentioned below are synced from InsuredMine to Applied Epic.
- Account name
- First name
- Middle name
- Last name
- Address – State, City, Street, Zip
- Phones
- Emails
- Date of Birth
Sync Contact
New contact and edits in an existing contact will be synced with Applied Epic
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- You can manually sync a contact from Insuredmine to Epic by clicking on the AMS Sync option directly from here.
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- Or, you can navigate to the Contacts 360 page of the contact by clicking on the Applied Epic Not Sync option.
How to distinguish a primary contact and a secondary contact within an Account?
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- For primary contact, only a star symbol will appear next to the contact’s name, denoting it as a primary contact.
Sync a primary contact:-
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- Click on the Sync option for the contact.
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- A window will appear asking you to choose your Agency & Branch.
- Click on sync with AMS.
Sync a secondary contact:-
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- Click on the Sync Option.
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- A window will appear, stating it as a secondary contact.
- Click on “Sync with AMS.”
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Note: You can view your data under Contacts option after successful synchronization.
Generate Lookup code in Applied Epic while creating a new account
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- Click on the plus ‘+’button.
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- Add your necessary details in the Add Account Page.
- Click the “Generate Code” button to create a unique lookup code for your account.
Generate a lookup code for an account in insuredmine
Note: The lookup code serves as an identifier, allowing for precision and accuracy in distinguishing between accounts or contacts with similar names.
View your Lookup code in Insuredmine
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- If you want to generate a lookup code in insuredmine, your account must be synced with Applied Epic.
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- After syncing your account with Applied Epic, refresh this page to view the lookup code for the account.
View your Look up code within Applied Epic
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- Navigate to Applied Epic and locate our name.
- Your account will be then displayed with a Lookup code.
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- Navigate to your Account details and then refresh the page.
- Lookup code will be visible under account details when you refresh the page.
Refresh Option:
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- Once your account has been synced with Applied Epic, if you are modifying or adding new details or adding a new policy in Applied Epic, you may bring that data to insuredmine by clicking the Refresh button.