The 2-Way Epic Integration Agencies Have Been Waiting For

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For years, security agencies moving Applied Epic had 2 choices:

Live without existent 2-way integration, forcing producers and CSRs to double-enter information and negociate disjointed lawsuit records.
Or take connected Salesforce, the lone disposable 2-way Epic integration—powerful, but expensive, complex, and dilatory to deploy.

Frankly, neither enactment felt similar a win.

Now, there’s a amended way.
InsuredMine CRM delivers existent 2-way Epic integration—purpose-built for insurance, faster to implement, and acold much cost-effective.

Why 2-Way Integration Matters

Agencies archer america the symptom points are real: producers drowning successful duplicate information entry, relationship managers juggling incomplete records, enactment frustrated by fragmented reporting.

A existent 2-way sync changes that. Epic and your CRM yet enactment arsenic one, creating a azygous root of truth. No much silos. No much “what’s missing here?”

And the economics talk for themselves:

 Agencies with integrated CRM and AMS spot up to a 45% higher retention rate (https://www.insuredmine.com/maximizing-roi-the-benefits-of-ams-crm-integration/)

 Even a humble 5% bump successful retention tin summation beingness lawsuit profits by 50% (https://en.wikipedia.org/wiki/Customer_relationship_management)

 CRM-enabled workflows typically thrust 10–25% much cross-sell opportunities (https://piasouth.com/insurance-agency-crm-software/)

 Automation saves 7–12 hours play per unit member (https://blog.hawksoft.com/integrated-crm-with-data-analytics)

ROI Spotlight: One bureau with 10 work unit calculated implicit $125K successful yearly productivity savings conscionable by reducing duplicate workflows.

Choosing Your Path to 2-Way Integration

Every Epic subscriber is astatine a antithetic signifier successful its integer journey. Some request speedy wins, portion others privation deeper servicing information and semipermanent flexibility. That’s wherefore InsuredMine offers two wide paths to Epic integration:

IM Connector: The fastest, astir cost-effective enactment for astir Epic subscribers. Agencies get seamless syncing of accounts, contacts, and argumentation information with each CRM activities flowing backmost into Epic. Most are amazed to larn they tin beryllium afloat operational successful conscionable 7–10 concern days.
IM Connector + SDK/BDE: Designed for larger oregon much analyzable agencies that request richer data. This enactment expands integration to see afloat argumentation and committee data, papers handling, and broader workflow automation. Yes, it typically takes longer (3–4 months), but galore Epic subscribers already person SDK/BDE successful spot from Salesforce oregon Dynamics, truthful there’s nary incremental licence cost.

Here’s a side-by-side comparison:

Epic–InsuredMine Integration Path

From Epic → IM

From IM → Epic

Requirements

Implementation Speed

Account Servicing Benefits

IM Connector	– Contacts / Accounts – Policy Sync – Attachments	– Contacts / Accounts – Notes – Tasks – Files – Emails – Texts – Calls – Activities – Attachments – Policies	Requires acquisition of IM Connector licence from Epic	~7–10 concern days	Full CRM pipeline + automation similar immoderate InsuredMine customer; constricted argumentation information restricts immoderate servicing functionality
IM Connector + SDK/BDE	– Contacts / Accounts – Policy Sync – Full Policy Data – Commission Data – Document Attachments	– Contacts / Accounts – Notes – Tasks – Files – Emails – Texts – Calls – Activities – Attach Documents (add-on) – Commission Data – Broader workflow/data automation	Requires SDK/BDE (most agencies already person if they antecedently implemented Salesforce oregon Microsoft Dynamics; switching to IM does not necessitate an other license)	Varies by scope; usually 3–4 months for analyzable orgs	Greater relationship servicing functionality done afloat policy/commission visibility; supports tailored workflows, information architecture, and 3rd-party integrations

Real Impact, Real Growth

The worth of integration is progressively playing retired for Epic subscribers utilizing InsuredMine. Whether it’s a determination bureau going unrecorded successful nether 2 weeks, a ample broker expanding visibility into commissions, oregon a nationalist web standardizing workflows astatine scale, the results are tangible — and growing.

Midwest Regional Agency (IM Connector)

Scale and Scope: 65-employee bureau focused connected idiosyncratic and tiny commercialized lines, with 15 producers.
Voice of: Agency Owner

“We were up and moving successful conscionable 10 days aft purchasing the IM Connector from Epic. Epic pushes implicit the information we request into InsuredMine, and each CRM enactment flows close backmost into Epic. The days of treble introduction are gone—our producers tin yet walk much clip with clients, not spreadsheets.”

West Coast Independent Broker (IM Connector + SDK/BDE)

Scale and Scope: 120-employee broker with aggregate offices, serving middle-market commercial, worker benefits, and specialty risks.
Voice of: Chief Operating Officer

“As an Epic subscriber, we already had SDK/BDE successful spot from our anterior Salesforce deployment, truthful moving to InsuredMine didn’t necessitate an further license. Now afloat argumentation details, commissions, and documents travel into InsuredMine, portion each CRM activities and attachments sync backmost into Epic. Producers spot cross-sell opportunities faster, and work teams yet person implicit visibility without added complexity.”

National Network / Aggregator (IM Connector + SDK/BDE astatine scale)

Scale and Scope: National Epic subscriber web with ~150 subordinate agencies and ~500 users, operating nether a shared integration architecture.
Voice of: SVP of Sales & Marketing

“Rolling retired InsuredMine with SDK/BDE crossed our subordinate agencies gave america precisely what we needed: consistency. Contacts, accounts, policies, commissions, and documents present travel into InsuredMine, portion activities and attachments sync backmost into Epic. This standardization delivered network-wide reporting and ratio astatine scale—without the Salesforce overhead.”

Let’s Respark Your Growth Story Together

Every bureau has a imaginativeness for wherever it wants to go—whether that’s increasing faster, keeping much clients, oregon simply giving teams the tools they request to bash their champion work. For Epic subscribers, the way guardant nary longer requires dense compromises oregon costly workarounds.

With InsuredMine, you get to take the level of integration that fits your bureau contiguous portion laying the instauration for tomorrow. Imagine freeing producers from treble entry, empowering work teams with real-time visibility, and giving enactment assurance that each lawsuit touchpoint is captured and actionable.

It’s not conscionable astir connecting 2 systems. It’s astir creating a amended mode to sell, serve, and grow—together. And for galore agencies, that translation delivers a instrumentality successful the precise archetypal year.

Curious what this could look similar for your agency? Schedule a 20-minute walk-through with our squad and spot Epic + InsuredMine successful action.

The station The 2-Way Epic Integration Agencies Have Been Waiting For appeared archetypal connected InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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