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How to Create a Submission with Epic Bi-Directional Integration
How to Create a Submission with Epic Bi-Directional Integration

Import Epic ACORD data, even on your very first submission

Indio Communications avatar
Written by Indio Communications
Updated over a week ago

What is it?
A submission is the box or vessel created in the client account where you can collection information from Insureds & market to your carriers.

With the help of the Epic Bi-Directional integration, customers can pull ACORD information from existing Epic Policies right from the Submission Creation flow.

The majority of the ACORD data will be imported through the integration, and future enhancements will enable 100%. To know more about what data can be exchanged between the two systems, please read here.

*Agencies without Bi-Directional Epic Integration, click here for instructions.

How it Works:

Once you have either imported or searched and clicked on your client, you will be taken to the client’s Submissions page.

From here, you can either press the “+ New” button (see above) or if this is your first time creating a submission for this Account, press “Create Submission” in the middle. The New Submission window opens.

From here, you can do the following:

  1. Submission Name: Similar to your Email Subject Line, this will be the title of the submission.

  2. Effective Date: This will be the start date of the policy

  3. Due Date: This is the date that you would like the client to complete everything in this submission. Please keep in mind that this date always prefills 90 days prior to the selected Effective date. However, you do have the option to change it to the Due Date of your choice. The Due Date comes into play if you choose to turn on Smart Reminders using the Send to Client option.

  4. Lines of Business: What Lines of Business are a part of this policy. Policies in the same submission must have the same effective date.

  5. Entities: Make sure to have the Primary Entity selected. If the Primary has any secondary entities such as a DBA, you can click “+ Add New Entity” and add it in there.

Once you are done, click "Next."

You can now choose to import policy information from Epic. By selecting 'Import Data', you will be taken to a screen that allows you to select which policy data you would like to import.

If you choose 'Skip Import,' you are returned to the Submission Details screen. You may still import policy data at any point using these instructions.

After selecting 'Import Data', the policy selection screen shows all policies available to select. Once the policy desired has been selected, click 'Next'.

Since the new submission does not currently hold any data, Indio will alert you that no changes to existing information will be made. Select Proceed with Import, then Confirm.

After proceeding with the import you will be alerted that the policy data import was successful. Select 'Finish' and this will complete the policy data import process and the submission will then have been successfully created with available information from Epic.

Audit Trail and Integration Log of Imports and Exports

When an import or export is initiated in Indio, an audit trail is maintained at the submission level, including timestamps for the last data transfer performed on the submission.

What are the next steps after I’ve created the submission?

If you chose to Skip Import, you can always import policy data from Epic later with these instructions.

To begin prepping forms, schedules and more, check out our article on Data Collection.

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

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