Sound familiar?
What insurance agencies on Applied Epic tell us before a project starts.
- New clients are entered in our sales tool and then again in Epic.
- Renewal lists are built from reports and tracked in a spreadsheet.
- Certificates and documents get attached to the wrong account or not at all.
- Our reports need exports from Epic and a morning of cleanup.
- A new hire needs weeks to learn which step goes in which system.
What we build
Each one is a working piece you can open and check when it's done.
Client and prospect sync
A new client in your sales tool or website creates or matches the record in Epic, so data is entered once.
API integrations and data sync QuickBooks, Xero and HubSpot integrationsRenewal tracking
Upcoming renewals turned into tasks and status in the tool your team lives in.
n8n, Make and Zapier automationDocument and attachment handling
Inbound emails and forms filed against the right client and policy.
n8n, Make and Zapier automation PDF and document data extractionPolicy data extraction
Dec pages and quotes read into structured fields, ready for a person to check before entry.
PDF and document data extractionReporting
Book of business, renewals and producer activity pulled from Epic into one refreshed view.
Dashboards and reporting ETL and data pipelinesCustomer messages
Reminders and thank-you notes sent on a schedule, tied to the policy dates in Epic.
n8n, Make and Zapier automationWhat we connect it to: Zapier, Google Sheets, Outlook, Microsoft Teams, SharePoint, Power BI.
Industries that use it: Insurance, Financial advisors, Mortgage.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Won deal to Epic client
Example: an agency wants a closed deal in its sales tool to create the matching client in Epic with the key fields filled.
Sales CRM, Applied Epic API, a small serviceExample project
Dec page to review sheet
Example: a CSR receives a declarations page by email; the fields are read into a sheet and checked before they are keyed into Epic.
Outlook, PDF extraction, Google SheetsExample project
Renewal pipeline view
Example: a manager wants renewals due in ninety days by producer and status, refreshed every morning.
Epic data, a database, a dashboardQuestions people ask first
Does Applied Epic have an API?
Yes. Applied offers APIs through its developer program. Applied says API use needs the right license on your side, so we confirm that before scoping.
Will this change how staff use Epic?
No. They keep working in Epic. We add steps around it.
Who owns what you build?
You do. It runs in your accounts, with notes on how it works.
How do we start?
Tell us the task that gets typed twice. We reply with questions or a written scope.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
hello@pushbuild.com