Note: (You can also sync Account and Contact information from Indio to Applied Epic. Learn More)

What is it?

With the help of the Indio and Applied Epic SDK integration, customers can sync Account and Contacts information from Applied Epic to Indio in real-time and in a matter of a few clicks.

Data that will sync from Applied Epic to Indio:

  • Client Code

  • Client first name, last name

  • Client address

  • Client contacts (first name, last name, email address)

  • Agents assigned to the client's accounts (first name, last name, email address, employee's regions)

  • Client Type (Personal Or Commercial)

  • Opportunity Type (Current or Prospect)

  • Branch (Supporting two - way sync of agencies and branches which exist in Applied Epic for the brokerage)

How to Use The Feature:

1) To enable this two-way sync, click on the "Sync with Epic" button located in the bottom right corner of your Submissions page.

2) Select "Sync from Epic," which will push Account and Client Contacts information from Applied Epic into Indio.

Notes Regarding 'Lookup Codes"

If the lookup code of the client exists in both the systems and you select "Sync From Epic", then it will bring over the latest and the most updated information from Applied Epic as shown below.




If the lookup code does not exist in either of the two systems (either left blank or a new one is created in Indio), and you select "Sync From Epic", then it will ask for the right lookup code (Lookup codes are required for syncing account information).



Note: (You can also sync Account and Contact information from Indio to Applied Epic. Learn More)

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 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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