Applied Epic, ready to run.
The Applied Epic integration connects client service work to the agency's system of record. Floowed reads the client, their policies and open activities, gathers what a renewal or endorsement is missing, and logs the work back as activities and attachments.
What it does.
What Floowed reads from Applied Epic
- Client accounts and contacts
- Policies, lines and their terms
- Open activities on an account
- Attachments already on file
What it writes back
- An activity recording what was done and why
- Attachments, such as a signed form or a certificate request
- Notes for the account manager
- A follow up assigned to the right person
Agencies live on activities in Applied Epic, so Floowed writes its work there as activities rather than in a separate log nobody checks. Anything that changes coverage stays with a licensed person, and Floowed hands them the documents and the rule checks instead. Access runs under your agency's own Applied agreement.
How it connects.
- 1
Connect Applied Epic
Using its API, under your own agreement. Nothing migrates and nothing is replaced.
- 2
Build your operation
Describe it in Slack, Teams or the Floowed Dashboard. Floowed builds it and asks only what it can’t work out.
- 3
Let it run
Every case runs from request to outcome, the same way each time, with the reasons on record. Anything sensitive waits for a person.
Questions
Does Floowed integrate with Applied Epic?
Yes. It connects through Applied Epic's API, under your agency's own agreement with Applied.
What can Floowed do in Applied Epic?
It reads clients, policies and activities, chases insureds for missing documents, and records the result as activities and attachments your team already works from.
Is my Applied Epic data secure?
Access runs under your own Applied Epic agreement, and Floowed only gets the scopes it needs. It never stores a password, and every read and write is logged with the reason for it. Results and records are evidence a person can review.
What does the Applied Epic integration cost?
Nothing extra. Integrations are included in every plan, and you only pay for the work your operations do.
Start with Applied Epic. Add the rest.
Free to try, no card, no sales call. Your first $80 of credits is on us.