The 2-Way Epic Integration Insurance Agencies Have Been Waiting For
For years, insurance agencies using Applied Epic faced a frustrating choice:
- Option 1: Operate without true 2-way integration, forcing producers and customer service representatives (CSRs) to manually enter the same data twice, manage fragmented client records, and spend hours navigating disconnected systems.
- Option 2: Adopt Salesforce, the only available 2-way Epic integration—robust and powerful, yes, but often expensive, complex, and slow to deploy.
For most agencies, neither option felt like a true win. Workflows were inefficient, data was scattered, and both staff and leadership faced ongoing operational challenges.
Now, there’s a smarter, faster, and more cost-effective solution: InsuredMine CRM, delivering true 2-way Epic integration designed specifically for insurance agencies.
Why 2-Way Integration Is a Game-Changer
Agency pain points are real. Producers spend hours on duplicate data entry. Account managers struggle with incomplete client records. Leadership is frustrated by fragmented reporting and limited visibility.
With a true 2-way integration, your Epic system and your CRM finally function as one seamless platform. A single source of truth emerges—no more data silos, no more “what’s missing here?” moments. Every account, every policy, and every interaction is fully synchronized.
The numbers speak volumes:
- Agencies that integrate their CRM and AMS see up to a 45% increase in customer retention.
- Even a modest 5% improvement in retention can boost lifetime customer profits by 50%.
- CRM-enabled workflows create 10–25% more cross-sell opportunities.
- Automation saves staff members 7–12 hours per week, giving them more time to focus on clients.
ROI Spotlight: One mid-sized agency, with just ten service staff, calculated over $125,000 in annual productivity savings simply by eliminating redundant workflows.
Choosing Your Path to 2-Way Integration
Not every Epic subscriber is on the same journey. Some agencies need quick wins and immediate operational improvements. Others require deep integration for detailed servicing data, full workflow automation, and long-term scalability. That’s why InsuredMine offers two tailored paths to Epic integration:
1. IM Connector – Fast and Cost-Effective
The IM Connector delivers seamless syncing of accounts, contacts, and policy data, with all CRM activities flowing back into Epic. Agencies are often surprised to find they can be fully operational in just 7–10 business days. This is ideal for agencies looking for rapid deployment, smooth workflows, and immediate efficiency gains.
2. IM Connector + SDK/BDE – Deep and Comprehensive
For larger or more complex agencies, this path expands integration to include full policy and commission data, document handling, and advanced workflow automation. Implementation typically takes 3–4 months, but agencies with existing SDK/BDE from Salesforce or Dynamics experience no additional license costs. This approach offers full visibility, custom workflows, and integration with third-party systems.
Side-by-Side Comparison:
| Feature | IM Connector | IM Connector + SDK/BDE |
|---|---|---|
| Epic → IM | Contacts, Accounts, Policy Sync, Attachments | Contacts, Accounts, Policy Sync, Full Policy Data, Commission Data, Document Attachments |
| IM → Epic | Contacts, Accounts, Notes, Tasks, Files, Emails, Texts, Calls, Activities, Attachments, Policies | Contacts, Accounts, Notes, Tasks, Files, Emails, Texts, Calls, Activities, Attach Documents, Commission Data, Broader workflow/data automation |
| Implementation | 7–10 business days | 3–4 months (varies by scope) |
| Account Servicing | Full CRM pipeline + automation; limited policy functionality | Full policy and commission visibility, supports custom workflows and third-party integrations |
| Requirements | IM Connector license purchase from Epic | SDK/BDE (most agencies already have if previously implemented) |
Real-World Impact
Agencies that have implemented InsuredMine report tangible results, from smaller regional offices to large national networks:
Mid-Sized Regional Agency – IM Connector
- Scale: 65 employees, 15 producers
- Outcome: Fully operational in just 10 days. Producers now spend more time with clients instead of entering data. Every CRM activity flows directly back into Epic.
Large Broker – IM Connector + SDK/BDE
- Scale: 120 employees, multiple offices
- Outcome: Full policy, commission, and document syncing. Producers identify cross-sell opportunities faster. Service teams gain complete visibility without additional complexity.
National Network / Aggregator – IM Connector + SDK/BDE at Scale
- Scale: 150 member agencies, ~500 users
- Outcome: Standardized contacts, accounts, policies, commissions, and documents across the network. Activities and attachments sync seamlessly. Network-wide reporting and efficiency achieved without Salesforce overhead.
Transform Your Agency’s Growth Story
Every insurance agency has a vision: grow faster, retain more clients, and equip teams with tools to excel. For Epic subscribers, achieving this no longer requires expensive workarounds or compromises.
With InsuredMine, you choose the integration level that suits your agency today, while building a foundation for the future:
- Free your producers from repetitive data entry
- Empower service teams with real-time client visibility
- Provide leadership with confidence that every client touchpoint is captured
This isn’t just about connecting two systems—it’s about creating a better way to sell, serve, and grow. For many agencies, the transformation begins in the first year, delivering measurable ROI, enhanced productivity, and a more engaged team.