Overview
Functions of the Applied Epic integration - including current scope & technical setup detail.
Before Getting Started
What does this Integration do?
It utilizes Applied Epic's Google BigQuery Data Lake connection method to automatically pull policy data into InsCipher.
What does this Integration not do?
- At this time, it is unable to pull documents associated with policy data.
- There is no functionality yet for Tax Calculation or Payment reconciliation, though these functionalities are actively being researched for future phases.
Before continuing, please be aware that this service is not currently available to all clients. At a minimum, clients must be subscribed through Applied Epic's Google BigQuery Data Lake connection method. If you are an Applied Epic customer but do not currently utilize this connection, please contact your dedicated Applied sales representative or account manager to understand if this can be set up on your agency’s behalf.
Technical Installation Details
To be eligible to set up InsCipher's integration with Applied Epic for policy import, you'll need access to the Google BigQuery Data Lake associated with your Applied account. You must also have admin rights in order to pull certain data necessary to set up the connection within InsCipher's Integration wizard.
Updated 2 days ago