Applied Epic
by Applied Systems
Agency management system for insurance brokers: clients, policies, commissions and accounting.
- Category
- Industry Solutions
- Type
- Insurance agency management
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
02Data
What you can sync.
- Clients
- Policies
- Activities
- Commissions
- Claims
Report on Applied Epic clients in DataPrism BI and ask an AI Mind questions about it in plain words.
Need more? Name any other Applied Epic data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
Applied Epic uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Applied Systems if you need help.
04How it works
How it works in DataMind.
-
Pick Applied Epic.
Open Lake, pick Applied Epic in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Applied Epic API docs.
-
Answer a few questions.
The AI reads the Applied Epic documentation, then asks which credentials you will use, which data to sync (for example clients and policies), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Applied Epic data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
05Related
More like Applied Epic.
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