For brokerages working in Applied Epic: the insured is recognised when they call, new clients are created from 3CX, and every call or chat is logged with no double entry.
Highlights
- Insured’s file shown while the phone rings
- Prospects added from the 3CX client
- Calls, chats and texts logged in Applied Epic
- OAuth 2.0 connection, no intermediary
- 3CX AI analysis added when enabled
Applied Epic is the agency management system from Applied Systems, used by many property, casualty and benefits brokerages. The phone is central to the work: renewals, coverage changes, claims. A broker who answers without knowing who is calling loses time hunting for the file.
With our native template, the caller’s number is looked up in Applied Epic while the phone rings. When an insured calls about a renewal, the broker or assistant sees their file before picking up. A prospect calling for a first quote can be added from the 3CX client. When the call ends, the conversation is logged in Applied Epic, so the team finds the history in the same place as the rest of the file.
You upload the template to your 3CX and it connects directly to the Applied Epic API. There is no service to host.
- Lookup by phone number or email, with the record displayed
- Search from the 3CX dialler
- Record creation from the 3CX client
- Calls, chats and texts logged, with 3CX AI analysis when enabled
Frequently asked questions
How is the Applied Epic connection authorised?
With OAuth 2.0. The template connects directly to the API, without an intermediary.
Is call recording required?
No. The transcript, summary and recording link are only added if you enable AI analysis in your 3CX. You need 3CX V20 Pro or AI with CRM integration enabled.
