Applied Epic + HubSpot Integration
Applied Epic is the leading agency management system for insurance agencies and brokers. Our integration connects client data, policy information, and producer activity with HubSpot, enabling agencies to automate client communications and cross-sell marketing.
Integration Details
- API Type
- REST API (SDK license required)
- Sync Direction
- Bidirectional
- Status
- available
Data Sync Objects
| HubSpot Object | Epic Object | Direction |
|---|---|---|
| Contacts | Clients | Two-way |
| Companies | Accounts | Two-way |
| Custom Objects | Policies | External → HubSpot |
| Deals | Submissions | Two-way |
| Timeline Events | Policy Activity | External → HubSpot |
Use Cases
Policy Renewal Campaigns
Automate renewal reminder sequences starting 90 days before policy expiration.
Cross-Sell Identification
Identify clients with coverage gaps and target them with relevant product offers.
Producer Attribution
Track lead sources and close rates by producer for marketing ROI analysis.
Features
Frequently Asked Questions
How does the Applied Epic HubSpot integration work?
Applied Epic is the leading agency management system for insurance agencies and brokers. Our integration connects client data, policy information, and producer activity with HubSpot, enabling agencies to automate client communications and cross-sell marketing. The integration supports bidirectional sync via REST API (SDK license required).
What data can I sync between Epic and HubSpot?
You can sync Clients to Contacts, Accounts to Companies, Policies to Custom Objects, Submissions to Deals, Policy Activity to Timeline Events.
What are the main use cases for Applied Epic + HubSpot?
Policy Renewal Campaigns: Automate renewal reminder sequences starting 90 days before policy expiration. Cross-Sell Identification: Identify clients with coverage gaps and target them with relevant product offers. Producer Attribution: Track lead sources and close rates by producer for marketing ROI analysis.
How long does it take to set up the Epic integration?
Setup time varies based on complexity, but most integrations are live within 2-4 weeks.
Do you provide ongoing support?
Yes, RevOps Connect provides fully managed integration support including monitoring, maintenance, error handling, and updates. Our team proactively resolves issues before they impact your business.
Ready to connect Epic to HubSpot?
Let's discuss your integration requirements and build a solution that works for your business.