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Integrations Applied Epic

Integration · Insurance

Applied Epic + Finn.

Applied Epic integration with Finn. Applied Epic brings insurance agency client records, contacts, policy documents, and service activity into one management system.

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The work behind the connection

What you can do with Applied Epic.

Applied Epic brings insurance agency client records, contacts, policy documents, and service activity into one management system.

Run the agency client service desk

Finn handles routine client questions and document requests through delivery and recorded follow-up.

Typically handled byInsurance customer service representative

Starts when

A client contacts the agency for help.

What Finn handles

  1. Match the client and retrieve the relevant contact information, activities, and existing attachments.
  2. Answer administrative questions using the agency’s recorded information.
  3. Deliver requested documents through the connected secure communication service or track a licensed agent’s required decision.
  4. Attach the conversation and completed response to the client or activity record.

The result

The client receives a documented service result and the agency retains its history.

Complete new-client document collection

Finn manages the back-and-forth required to assemble a usable new-business file.

Typically handled byAgency new business assistant

Starts when

A prospect starts an insurance application with the agency.

What Finn handles

  1. Collect the agent’s required client details and documents.
  2. Associate the received files with the client or prospect’s Applied Epic account.
  3. Follow up on missing items through the connected communication and form services.
  4. Submit the completed packet through the agency’s connected quoting workflow and record the agent’s next step.

The result

The agent receives a complete administrative submission file.

Coordinate renewal information and signatures

Finn runs the paperwork follow-up that occupies account managers before renewals.

Typically handled byInsurance account manager or renewal assistant

Starts when

An account enters the agency’s renewal schedule.

What Finn handles

  1. Read the client record and the renewal checklist supplied by the account manager.
  2. Collect updated information and requested documents and attach them to the relevant activity.
  3. Send the licensed agent’s renewal proposal and coordinate required signatures through the connected document service.
  4. Record the customer’s response and deliver the resulting carrier-issued documents.

The result

The renewal file has complete information, paperwork, and a recorded customer outcome.

Deliver existing proof-of-insurance documents

Finn completes routine requests for policy proofs already issued and stored by the agency.

Typically handled byCertificate or policy service assistant

Starts when

A client asks for an existing proof-of-insurance document.

What Finn handles

  1. Match the client, policy request, and intended recipient.
  2. Retrieve the relevant issued attachment from Applied Epic.
  3. Send the document through the agency’s secure delivery workflow.
  4. Confirm delivery and attach the request history to the client activity.

The result

The recipient receives the existing issued document with a recorded delivery outcome.

Coordinate policy change requests

Finn handles the administrative steps between a client’s request and the licensed agent or carrier’s response.

Typically handled byPolicy service representative

Starts when

A client requests a policy or account change.

What Finn handles

  1. Collect the exact requested change and relevant supporting documents.
  2. Attach the request to the client activity and send it through the agency’s connected carrier workflow.
  3. Follow up on missing information and communicate the agent’s or carrier’s recorded decision.
  4. Deliver the resulting documents and retain the completed service history.

The result

The policy change request reaches a documented carrier or agent outcome.

Complete claim document follow-up

Finn gathers the evidence and tracks the communications needed for an agency-supported claim.

Typically handled byClaims service assistant

Starts when

A client reports a claim or a claims specialist requests documents.

What Finn handles

  1. Read the client’s claim-related activity and the insurer’s requested information.
  2. Collect photos, reports, and documents through the connected secure intake service.
  3. Upload and link the attachments to the appropriate claim or activity.
  4. Follow the insurer’s administrative response and relay the recorded next steps to the client.

The result

The claim file contains the requested evidence and completed client follow-up.

Run account outreach and review scheduling

Finn takes agency outreach from a selected client list through a booked review or recorded response.

Typically handled byInsurance marketing agency or account review team

Starts when

An account review or agency campaign begins.

What Finn handles

  1. Select clients using the agency’s criteria and contact preferences.
  2. Send the relevant invitation through the connected marketing service.
  3. Answer administrative questions and book the licensed agent’s review through the connected calendar.
  4. Record the response and attach the resulting communication to the account.

The result

The campaign produces a booked review or a clear client response.

Resolve agency payment and receipt inquiries

Finn coordinates billing questions between the client, agency, and connected payment owner.

Typically handled byAgency billing assistant

Starts when

A client asks about a premium payment or receipt.

What Finn handles

  1. Match the client and relevant policy documents or billing activity.
  2. Retrieve the recorded transaction from the connected carrier, agency accounting, or payment service.
  3. Explain its status and coordinate the required receipt or billing correction.
  4. Confirm the result with the client and retain the communication on the account.

The result

The client receives an accurate payment answer backed by the responsible billing system.

Complete client communication records

Finn removes the after-call administrative work from agency service conversations.

Typically handled byInsurance service administrator

Starts when

A client call or service conversation ends.

What Finn handles

  1. Match the conversation to the correct Applied Epic account and activity.
  2. Summarize the administrative request, completed action, and remaining owner decision.
  3. Attach the recording, transcript, and supporting documents through the agency’s document integration.
  4. Send the client the promised confirmation and track the remaining activity to its result.

The result

The account has a complete communication record and fulfilled follow-up promises.

Connection setup

Set up the connection around your work.

Contact Finn to discuss the records your workflow needs and the actions you want it to perform.

Your team chooses what Finn can access, what agents can change, and when a person must approve the work. The connection needs the appropriate account access and permissions from Applied Epic.

Requires separate integration licenses in addition to Applied Epic.

Visit Applied Epic

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The Finn platform

Finn Agents

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Finn Systems

Business apps for the work behind the conversation.

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Finn AI Gateway

Control connected AI apps, models, access, and spending.

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