Applied Epic

Reads Applied Epic policy and account records so the agency operations agent can drive renewals, certificate requests, and exposure-update conversations from one workflow surface.

Try Applied Epic in Ceven

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Standard

Why use Ceven?

  1. AI native Applied Epic integration

    • Describe the outcome and Ceven picks the right Applied Epic calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Applied Epic data, across its full set of actions.
  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Applied Epic access.
    • Per user and per environment credentials instead of shared keys.
  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Applied Epic, when, and on whose behalf.
    • The agent pauses and asks when Applied Epic is unclear instead of plowing ahead.
  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Applied Epic.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Applied Epic action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Applied Epic, and when to use it.

List Applied Epic records
Pull recent Applied Epic items filtered by status, owner, or date. Usually the first call in a read or report workflow.
Get Applied Epic record
Fetch a single Applied Epic record with its full detail and related fields by id, loaded into context before the agent acts.
Create Applied Epic record
Add a new item in Applied Epic from a request, a form, or an event in another connected tool.
Update Applied Epic record
Edit fields on an existing Applied Epic record for status changes, reassignments, or corrections.
Search Applied Epic
Query Applied Epic by keyword or field to find a record, dedupe before a create, or pull a matching set.
Applied Epic webhook events
React to changes in Applied Epic the moment they happen, routing each event into the right workflow.

6 actions · scroll to see them all

Frequently asked questions

Open Settings, then Integrations in your Ceven dashboard, choose Applied Epic, and follow the guided connection flow.
With Applied Epic connected, Ceven handles Standard API integration, Policy + account + carrier sync, Renewal marketing automation, and more. You describe the outcome in plain language and the agents pick the right Applied Epic actions, fill the parameters, and report back what they did.
Yes. Ceven stores Applied Epic credentials per tenant with envelope encryption, enforces row level security at the database, and writes a hash chained audit log of every action. Your data is never used to train models, and you can revoke Ceven's access to Applied Epic at any time.
Yes. You allowlist actions per agent under Settings, then Integrations. Read access is on by default, the writes a workflow needs are granted explicitly, and anything that cannot be undone stays off until you switch it on.
Within the first session. Connect Applied Epic in one step under Settings, then Integrations, pick a workflow, and the agents are doing the work inside the hour. There is nothing to install and no credit card to start.

Related integrations

Try Ceven on your stack

Plug Ceven on top of the tools you already run. Connect Applied Epic and the rest of your stack, describe the outcome, and its agents handle the work end to end, days of it in minutes.

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