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, contacts, and agents, 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)
NOTE: in order for the sync to work, a policy and ACORD form in Epic is required.
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 Using Sync with Epic and Send to Epic
Client Name
Client Contacts
Agents associated with the client
Export Attachments from Indio Documents tab to the Epic attachment list
4. Additional DATA Sync Options
Auto Sync of Policy headers, Accounts, Client Contacts, and Agents
Bulk Upload of Accounts, Client Contacts, and Agents
5. Activity Push from Indio to Epic
Pushing Marketing Activities into Epic (ICSA activity code)
Optional feature for user-defined activity during Forms Data Export process.
Watch our video below that shows the full functionality of the new two-way integration:
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.