Applied Epic Integration
Extend Applied Epic with claims automation and document intelligence. Applied Epic handles policies, clients, and commissions. Regure handles claims documents, workflows, and client communication.
Applied Epic for policies. Regure for claims.
Applied Epic is the leading agency management system for retail and wholesale agencies, managing policies, client relationships, commission tracking, and carrier connectivity. But Applied wasn't designed for claims operations — document automation, FNOL intake, adjuster workflows, or client claim portals.
Most agencies handle claims manually: client emails claims@ with loss details, staff manually enters data into Applied notes, forwards documents to carriers via email, and tracks claim status in spreadsheets or Applied activities. There's no standardized workflow, no document intelligence, and no self-service portal for clients to check claim status.
Regure integrates with Applied Epic to add claims automation on top of your AMS. Policy and client data sync from Applied to Regure so claim intake automatically links to the correct policy record. Claims documents, status updates, and communications log back to Applied Epic activities and notes. Your team manages policies in Applied and claims in Regure — one integrated workflow.
For agencies writing business across multiple carriers, Regure connects to each carrier's claims system (or provides direct claims handling if you're an MGA). Applied Epic remains your client and policy system of record. Regure becomes your claims operations hub.
What syncs between Regure and Applied Epic
Applied Epic remains your source of truth for policies and clients. Regure becomes your source of truth for claims operations and documents.
From Applied Epic to Regure
- Client records (name, contact info, address, email, phone)
- Policy data (policy numbers, effective dates, carriers, coverage types, limits)
- Insured information (named insureds, additional insureds, loss payees)
- Agent and producer assignments (servicing agent, producer of record)
- Client custom fields (account tier, service level, renewal date)
When a client reports a claim, Regure searches Applied Epic for matching policies based on client name, policy number, or email address. Policy details pre-populate the claim record — no manual lookup. Regure knows which carrier holds the policy and can route the claim automatically to that carrier's system.
From Regure to Applied Epic
- Claim records (claim number, loss date, status, carrier assigned)
- Claim activities (FNOL received, documents submitted, carrier notified, claim closed)
- Notes and communications (client messages, carrier responses, internal notes)
- Document attachments (FNOL forms, photos, repair estimates, settlement letters)
- Status updates (claim opened, pending review, approved, settled, closed)
As claims progress through Regure's workflows, activities log to Applied Epic client records automatically. Account managers see claim history when reviewing client accounts for renewals. All claim documents attach to Applied Epic activities so your team has a complete client file view without leaving Applied.
How to connect Regure to Applied Epic
Regure's implementation team handles the TAM API configuration. Your Applied administrator provides credentials and approves data mappings.
TAM API Access
Your Applied Epic administrator provides TAM Download and TAM Upload credentials for Regure. Regure uses TAM Download to retrieve client and policy data, and TAM Upload to write claim activities and notes back to Applied. OAuth authentication with token refresh ensures continuous access.
Field Mapping
Map Regure claim fields to Applied Epic client and policy fields. For example, Regure's claimant name maps to Applied's insured name field, policy number maps to Applied's policy number. Custom fields in Applied (account tier, service level) can be used for claim routing rules in Regure.
Sync Schedule
Configure sync frequency for policy and client data (typically nightly or every 4 hours). Claim activities sync to Applied Epic in real-time via TAM Upload when claim status changes or new documents are added. Balance real-time updates with TAM API rate limits.
Testing & Go-Live
Test with sample clients and policies in Applied Epic. Create test claims in Regure, verify policy data pre-populates correctly, and confirm activities log to Applied Epic client records. Validate document attachments appear in Applied activities. Go live after UAT approval.
How agencies use Regure with Applied Epic
Three common deployment patterns for retail and wholesale agencies running Applied.
Claims Intake for Retail Agencies
Client emails claims@ with loss details and photos. Regure's AI classifies documents, extracts loss information, and searches Applied Epic for matching policies. If policy is found, claim pre-populates with insured details, policy number, coverage limits, and carrier information from Applied.
Staff review and approve the claim in Regure. Once approved, Regure submits the FNOL to the carrier (via carrier portal, API, or email) and logs the activity to Applied Epic. Client receives automated confirmation with claim number and next steps. No manual data entry or carrier portal logins required.
Carrier Communication
Regure manages all carrier communication for the claim. When the carrier requests additional documents (repair estimate, medical records, proof of ownership), Regure sends secure requests to the client via email or SMS. Client uploads documents to a branded portal. Documents forward to the carrier automatically.
Carrier responses (claim status updates, settlement offers, denials) log to Applied Epic activities. Account managers see complete claim timelines when reviewing client accounts for renewal. All carrier communication is centralized in Regure with audit trails, eliminating scattered email threads.
Client Portals
Clients access a self-service portal (branded with your agency name and logo) to check claim status, upload additional documents, and message your team. Client logins are linked to Applied Epic client records — clients see all active claims for all policies you manage for them.
Portal access reduces inbound client calls and emails asking for claim status. Clients get real-time updates without calling the agency or carrier. All portal activity logs to Applied Epic for complete client interaction history. Portal is white-labeled — clients see your agency branding, not Regure.
Common questions about the Applied Epic integration
Does Regure replace Applied Epic?
No. Applied Epic remains your agency management system for policies, clients, commissions, and accounting. Regure adds claims operations capabilities that Applied doesn't provide natively — document automation, FNOL workflows, carrier communication, and client portals. Most agencies continue using Applied for policy management while using Regure for all claims operations.
Do we still use Applied for policy management?
Yes. Policy quoting, binding, renewals, endorsements, and cancellations all stay in Applied Epic. Regure only handles claims operations. The integration ensures claim data flows back to Applied so you have a complete client file view. Your team uses Applied for daily policy work and Regure for daily claims work.
What carriers can we connect to through Regure?
Regure integrates with major carrier claims systems (see our carrier integrations page for the full list). For carriers without direct API integrations, Regure can submit claims via email or generate pre-filled carrier portal forms. If you're an MGA handling your own claims, Regure serves as your full claims platform — no carrier submission needed.
Can clients see all their claims across multiple policies?
Yes. Client portal logins are linked to Applied Epic client records. When a client logs in, they see all active and historical claims for all policies you manage for them — across all carriers and all policy types. This unified view is only possible because Regure syncs with Applied's client records.
Learn more about Regure and Applied Epic
Regure vs. Applied Epic
Detailed comparison of Regure's claims automation platform and Applied Epic's AMS. Understand how they complement each other.
Solutions for Agencies
See how retail and wholesale agencies use Regure for claims automation, client portals, and carrier communication.
Claims Automation Platform
Deep dive into Regure's FNOL automation, document processing, and workflow orchestration capabilities.
Related Integrations
Ready to add claims automation to Applied Epic?
Book a demo with your Applied Epic data. We'll show you policy sync, FNOL automation, carrier submission, and client portals in action.