Unlock the Power of Automated Insurance Workflows

In the modern insurance landscape, manual data entry is a bottleneck to growth. Our specialized engineering team provides end-to-end Applied Epic SDK REST API integration services, enabling your agency to sync data flawlessly, reduce errors, and accelerate your time-to-market.

Whether you are building a custom client portal, looking to sync data from PDF forms & documents to Applied Epic, automating policy renewals, or connecting a third-party CRM, we have the technical expertise to provide you with the end-to-end solution without you needing any insurance or software experts. We take care of everything.

Our Integration Expertise

We have deep experience with the specific SDK and Web Services calls required to manage the full lifecycle of a policy within Applied Epic. Our proven track record includes:

• 1. Core Entity Management

Keep your database and Applied Epic in perfect sync.

• Clients & Contacts: Automation of Insert_Client, Get_Client, and Insert_Contact to ensure your customer records are always up-to-date. Handling Insert, Update, and iterative Get calls (including post-update re-fetching) to maintain data integrity.
• Policy & Line Handling: Efficient processing of Insert_Policy, Get_Line, and Insert_Line calls for seamless policy insertions.

• 2. Commercial Application Automation

We streamline the complex commercial application process by managing data flows for:

• Status Tracking: Real-time updates via Update_CommercialApplication_Status.
• Premise Details:: Integrated management of Insert_CommercialApplication_Premise and Get_CommercialApplication_Premise.

• 3. Specialized General Liability Support

Our team masters the granular details of General Liability data integration, including:

• Hazards: Insert_GeneralLiability_Hazard for precise risk assessment.
• Claims & Benefits: Managing ClaimsMadeAndEmployeeBenefitsLiability updates and fetches.
• Contractors & Operations: Full CRUD capabilities for Contractors and ProductsAndCompletedOperations.
• Coverages: Ensuring policy limits and details are accurate with Get_GeneralLiability_Coverages and Update_GeneralLiability_Coverages.

Ready to Automate Your Workflows?

Stop struggling with manual workflows. Let our experts build a robust bridge between your software and Applied Epic. Write to us today at contact@winsurtech.com