The Epic Sync Nobody Has to Think About – InsuredMine CRM


Right now, in an Applied Epic agency somewhere, a producer just logged a call and moved on. She didn’t open Epic. She didn’t have to — it was already there.

That small, forgettable moment — nothing breaks, no one re-types anything — happened more than 4000 times today.

Here’s what it adds up to annually, across InsuredMine and Applied Epic:

  • 300+ Applied Epic agencies — from two-producer shops to some of the largest books in the country, personal lines and commercial alike
  • 3 million records in sync — each one a client whose file is right in both systems, with a 99.9% successful synchronization rate
  • 11 million workflows triggered on their own, so a renewal flags itself while the producer’s on another call

These aren’t just a scoreboard. Each number is a moment an agency didn’t have to think about: a CSR who didn’t ask a client to repeat themselves, a note already waiting in Epic before anyone went looking, a Friday that ended on time.

Remember Dana from last week? Her agency is one set of moments on the growing list of 300 agencies. Two years ago she stopped fighting the gap — now the sync just runs in the background of a week she’s too busy to watch.

And Marcus, still weighing it? This is the number he keeps coming back to. Crossing the gap stops feeling like a leap when you can count how many agencies already made it.

The bigger it grows, the more it has to hold — which is why InsuredMine is building infrastructure dedicated to Applied Epic, so the sync stays fast and steady as the volume climbs.

Curious what your own numbers would look like?

Book a 20-minute walkthrough against your own Applied Epic data: Contact Us 

Or stop by Booth 231 at AppliedNet 2026 this September, we’d love to show you.

We will be happy to hear your thoughts

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