Note: Want to learn more about using the Indio and Applied Epic bi-directional integration? Read some of our help center articles below to help guide you.

What is the Indio and Applied Epic Bi-Directional Integration?

The bi-directional integration enables agencies to seamlessly exchange account data, ACORD data, schedule data, and policy headers, between Indio and Applied Epic via a two-way sync functionality. The seamless exchange of data allows agencies to keep client and policy data accurate and up to date within the two platforms. As a result, agencies will experience an increase in time-savings and efficiency, while decreasing E&O concerns.

Requirements:

This feature is only available for Applied Epic users on versions 2020 MU3 and above (including both on-prem and cloud). Additionally licensing also required.

Functionality offered:

1. ACORD DATA

  • 125 or Commercial Application

  • 126 or General Liability

  • 127 or Business Auto

  • 130 or Workers Compensation

  • 146 or Equipment Floaters (Not available for Marketed Policies, currently)

2. Schedules DATA

  • Commercial Drivers

  • Commercial Vehicles

  • Locations

  • SOV

  • Contacts

  • Named Insured

  • Other Named Insured

  • Additional Interests

  • Product and Product Details

  • Payroll

  • Officers/Individuals

  • Prior Carrier + Loss History/ Policy History

  • Premises

  • Hazards

  • Equipment Scheduled

  • Equipment Unscheduled

  • Equipment Storage (Available in Locations Workbook)

3. Client DATA

Manual Sync of Account and Contact Information

  • Client Name

  • Client Contacts

  • Agents associated with the client

4. Additional DATA Sync

  • Auto Sync of Policy headers and Accounts or Client Contacts

  • Bulk Upload of Accounts or Client Contacts

  • Pushing Marketing Activities into Epic

  • Export Attachments from Indio Documents tab to Epic account (only available on Epic 2021)

Watch our video below that shows the full functionality of the new two-way integration:

Note: Want to learn more about using the Indio and Applied Epic bi-directional integration? Read some of our help center articles below to help guide you.


Still have questions? Feel free to chat with our support team using the chat feature located in the bottom right-hand corner of the platform or email support@useindio.com.

Note: The Indio Technologies platform is most optimized for Google Chrome and Firefox browsers. If you use Internet Explorer there may be limited functionality as a result.

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