Applied Epic

Ceven integrates with Applied Epic through the standard API, mirrors the policy plus account plus carrier records, and writes back drafted renewal marketing memos plus certificate-of-insurance responses on the agency's existing AMS.

What Ceven does with Applied Epic

  • Standard API integration
  • Policy + account + carrier sync
  • Renewal marketing automation
  • Certificate response generation
  • Audit-grade event mirroring

Connecting Applied Epic

Configuration lives in your Ceven dashboard under Settings, then Integrations. Sign in as a Ceven admin, choose Applied Epic, and follow the guided connection flow.

Frequently asked questions

How do I connect Applied Epic to Ceven?
Open Settings, then Integrations in your Ceven dashboard, choose Applied Epic, and follow the guided connection flow.
What can Ceven's agents do with Applied Epic?
With Applied Epic connected, Ceven handles Standard API integration, Policy + account + carrier sync, Renewal marketing automation, and more.

More Industry Systems integrations

Setting up Applied Epic? Email support@ceven.io with your tenant ID, or security@ceven.io for security questions.