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Areas Of Integration | |
Areas of Integration under Epic SDK SOAP APIArea | Description | SDKCore |
The Activity Information area allows for activity records to be accessed, inserted and updated for a specific client account in Epic. Data areas that can be integrated include: Information about the activity, information on the account the activity is associated with, and the priority of the activity. | YES | |
The Attachment area of the Epic SDK provides insert, retrieve, delete and update functionality for attachment information in Epic. | YES | |
The Boiler and Machinery area of the Epic SDK provides insert, retrieve, delete, and update functionality for Boiler and Machinery application information in Epic. Data areas that can be integrated include additional coverage, additional interest, forms and endorsements, premises, and statement of values. | NO | |
The Broker area of the Epic SDK provides insert, retrieve, delete and update functionality for broker account information in Epic. Data areas that can be integrated include broker account information, accounting, billing, and categories/history. | NO | |
The Business Auto area of the Epic SDK provides insert, retrieve, delete, and update functionality for Business Auto application information in Epic. Data areas that can be integrated include coverage information, Additional Coverages and Interests, driver information, form and endorsement information, and vehicle information. | NO | |
The Business Owners Policy area of the Epic SDK provides insert, retrieve, delete, and update functionality for Business Owners Policy application information in Epic. Data areas that can be integrated include Additional Interests, applicant information, unique Business Owners Policy attachment information, coverages, forms and endorsements, Additional Coverages, policy-level liability, premise information, and prior policy loss history. | NO | |
The Canadian Commercial Auto area of the Epic SDK provides insert, retrieve, delete, and update functionality for Canadian Commercial Auto application information in Epic. Data areas that can be integrated include additional coverage, additional interest, agent/broker, applicant, CVS policy, CVS vehicle, driver, forms and endorsements, location, policy information, and vehicle. | NO | |
The Canadian Personal Auto area of the Epic SDK provides insert, retrieve, delete, and update functionality for Canadian Personal Auto application information in Epic. Data areas that can be integrated include additional coverage, additional interest, agent/broker, applicant, driver, forms and endorsements, policy information, and vehicle. | NO | |
The Canadian Habitational area of the Epic SDK provides insert, retrieve, delete, and update functionality for Canadian Habitational application information in Epic. Data areas that can be integrated include additional interest, applicant, attachment, broker/agent questionnaire, forms and endorsements, location, loss history, personal article, policy information, sewer backup questionnaire, solid fuel questionnaire, watercraft trailer, and watercraft trailer operator. | NO | |
The Certificate area of the Epic SDK allows users to insert, retrieve, delete, and update. Data areas that can be integrated include Certificate of Liability information, Certificate of Property information, certificate actions, and Holder information. | NO | |
The Change Tracking area of the Epic SDK allows users to query for data that has changed recently in Epic. | NO | |
The Claim area of the Epic SDK provides insert, retrieve, delete and update functionality for claim application information in Epic. The objective is to simplify the use of the Epic SDK for customers by providing access to Claim data while eliminating the need to contend with data elements not essential to the business need. Data areas that can be integrated include: additional party information, adjuster information, insured contact information, litigation information, payment expense information, servicing contacts, summary, account and billing information, and categories history. | YES | |
The Client Information area allows users to retrieve customer information from Epic and add or update that information. Data areas that can be integrated include: client information, account information, contact information, and billing information. | YES | |
The Client Contract Services area allows users to retrieve, insert, update and delete client contract services information in Epic. Data areas that can be integrated include: client contract services information, associated item information, attachment information, and comment information. | NO | |
The Commercial Application area of the Epic SDK provides users the ability to insert, retrieve, delete and update commercial application information in Epic. The objective is to simplify the use of the Epic SDK for customers by providing access to application data while eliminating the need to contend with data elements not essential to the business need. Data areas that can be integrated include: applicant information, unique commercial policy attachment information, form and endorsement information, general information, loss history, premise information, prior carriers, remarks, and status information. | NO | |
The Commercial Umbrella area of the Epic SDK provides insert, retrieve, delete and update functionality for commercial umbrella application information in Epic. The objective is to simplify the use of the Epic SDK for customers by providing access to Commercial Umbrella data while eliminating the need to contend with data elements not essential to the business need. Data areas that can be integrated include: additional coverage and exposure information, policy and employee benefit information, primary location and subsidiary, underlying general liability information, underlying insurance information, and vehicle(s) information. | NO | |
The Commission area of the Epic SDK provides insert, retrieve, delete, and update functionality for commission information in Epic. Using these Commission objects, access to commission information will be simplified and other nonessential data will not be included. Data areas that can be integrated include: employee commission, broker commission, and company commission. | NO | |
The Company area of the Epic SDK provides insert, retrieve, delete, and update functionality for company information in Epic. Data areas that can be integrated include company account, billing, categories/history, and company state code items | NO | |
The Contact area allows for contact information to be accessed from Epic SDK and inserted and updated for a specific client account in Epic. Data areas that can be integrated include contact information, and billing information. | YES | |
The Crime area of the Epic SDK provides insert, retrieve, delete, and update functionality for Crime application information in Epic. Data areas that can be integrated include additional coverage, classification, controls and audit procedures, coverages, employee, forms and endorsements, general information, money, and safe. | NO | |
The Custom Form area of the Epic SDK provides insert, retrieve, delete and update functionality for custom form information in Epic. Data areas that can be integrated include: custom form data, form & endorsement data, additional coverage, additional interest, and remark data. | NO | |
The Electronic Data Processing area of the Epic SDK provides insert, retrieve, delete, and update functionality for Electronic Data Processing application information in Epic. Data areas that can be integrated include additional coverage, additional interest, forms and endorsements, premise, and schedule of equipment. | NO | |
The Employee area of the Epic SDK provides insert, retrieve, delete, and update functionality for Employee information in Epic. Data areas that can be integrated include employee account, categories/history, personal contacts, personnel, and service/producer. | NO | |
The Equipment Floater area of the Epic SDK provides insert, retrieve, delete, and update functionality for Equipment Floater application information in Epic. Data areas that can be integrated include additional coverage, additional interest, coverage deductible, equipment storage, forms and endorsements, scheduled equipment, territory and type of operations, and unscheduled equipment. | NO | |
The Garage and Dealers area of the Epic SDK provides insert, retrieve, delete, and update functionality for Garage and Dealers application information in Epic. Data areas that can be integrated include additional coverage, additional interest, business and dealers, coverage, driver, forms and endorsements, physical damage, vehicle, and vehicle storage. | NO | |
The General Ledger area of the Epic SDK provides insert, retrieve, delete and update functionality for general ledger information in Epic. Data areas that can be integrated include: receipts, journal entries, disbursements, vouchers, general ledger actions, and general ledger activities. | YES | |
The General Liability area of the Epic SDK provides insert, retrieve, delete and update functionality for general liability application information in Epic. The objective is to simplify the use of the Epic SDK for customers by providing access to General Liability data while eliminating the need to contend with data elements not essential to the business need. Data areas that can be integrated include: additional coverage and interest, claims made and employee benefits liability, contractors, coverage’s, forms and endorsements, hazard information, product and completed operation information. | NO | |
The Policy Line information area allows for policy line headers to be accessed, inserted, deleted, and updated in Epic. Data areas that can be integrated include policy line information, multi-carrier schedule information, issuing company information, and commission information. | YES | |
The Marketed Policy area of the Epic SDK provides insert, retrieve, delete, and update functionality for Marketed Policy information in Epic. | NO | |
The Multi Carrier Schedule area of the Epic SDK provides insert, retrieve, delete, and update functionality for Multi Carrier Schedule information in Epic. | NO | |
The Personal Application area of the Epic SDK provides users the ability to insert, retrieve, delete and update personal application information in Epic. The objective is to simplify the use of the Epic SDK for customers by providing access to application data while eliminating the need to contend with data elements not essential to the business need. Data areas that can be integrated include: applicant information, unique Personal policy attachment information, form and endorsement information, general information, location information, payment plan information, policy information, prior coverage and loss history, and remarks. | NO | |
The Personal Auto area of the Epic SDK provides insert, retrieve, delete and update functionality for personal auto application information in Epic. The objective is to simplify the use of the Epic SDK for customers by providing access to Personal Auto data while eliminating the need to contend with data elements not essential to the business need. Data areas that can be integrated include: accident information, additional coverage and interest, unique Personal Auto policy attachment information, driver information, forms and endorsements, Massachusetts driver and vehicle information, policy information, and vehicle information. | NO | |
The Personal Umbrella area of the Epic SDK provides insert, retrieve, delete, and update functionality for Personal Umbrella application information in Epic. Data areas that can be integrated include additional coverage, attachment, automobile, operator, operator information, primary policy information, property, recreational vehicle, umbrella information, and watercraft. | NO | |
The Policy Information area allows for basic policy header to be accessed, inserted, deleted and updated for a specific client account in Epic and for policy actions to be performed. Data areas that can be integrated include: agency information, commission information, billing information, policy actions and policy information. | YES | |
The PolicyInformation area allows for policy information areas to be updated in areas of Epic where they are not originally part of the policy itself. Currently, one of these areas is the Benefits area, which is custom policy which makes extensive use of Custom Forms. Data areas that can be integrated include Applicant/Location information, Employee Class information and Plan/Rate information. | NO | |
The Opportunity area of the Epic SDK allows for opportunities to be accessed, inserted, deleted, and updated in Epic. This area also allows Opportunity Attachments, Contacts and Associated Items to be accessed, inserted and deleted in Epic. New sections were also added in Configuration, Employee, and Brokers to allow access to the Sales Teams from these areas. Data areas that can be integrated include: associated item information, attachment information, contact information,and opportunity detail. | NO | |
The Property area of the Epic SDK provides users the ability to insert, retrieve, delete and update property application information in Epic. The objective is to simplify the use of the Epic SDK for customers by providing access to property data while eliminating the need to contend with data elements not essential to the business need. Data areas that can be integrated include: additional coverage and interest information, business income extra expense rental value information, form and endorsement information, premise information, statement of values, subject of insurance, and value reporting. | NO | |
The Residential area of the Epic SDK provides insert, retrieve, delete and update functionality for application information in Epic. The objective is to simplify the use of the Epic SDK for customers by providing access to Residential data while eliminating the need to contend with data elements not essential to the business need. Data areas that can be integrated include: additional interest information, coverage’s and limits of liability, forms and endorsements, general information, homeowner dwelling fire rating underwriting information, insurance requested, mobile home rating underwriting information, general underwriting rating information, recreational vehicle information, Residential remarks, replacement costs, residence based business information, and solid fuel questionnaire information. | NO | |
The Surety area of the Epic SDK provides users the ability to insert, retrieve, delete and update surety application information in Epic. Data areas that can be integrated include account information, contract/location/surety terms and billing information, principal, obliged, underwriting surety/remittance surety remarks and premium payment supplement. | NO | |
The Transaction Information area allows for transaction and invoice related information to be accessed, inserted and updated for a specific client account in Epic. Data areas that can be integrated include: account information, billing information, commission information, invoice information, transaction actions, and transaction information. | YES | |
The Transportation area of the Epic SDK provides insert, retrieve, delete, and update functionality for Transportation application information in Epic. Data areas that can be integrated include additional coverage, coverages, driver, interest type, operations free on board, and vehicle. | NO | |
The Truckers area of the Epic SDK provides insert, retrieve, delete, and update functionality for Truckers application information in Epic. Data areas that can be integrated include: truckers coverage, motor carrier coverages, principal shippers, commodities, terminals, vehicles, drivers, equipment, form and endorsement information, additional coverages, and remarks. | NO | |
The Watercraft area of the Epic SDK provides users the ability to insert, retrieve, delete and update watercraft application information in Epic. The objective is to simplify the use of the Epic SDK for customers by providing access to watercraft data while eliminating the need to contend with data elements not essential to the business need. Data areas that can be integrated include: applicant, additional interest, general information, watercraft attachments, watercraft remark, boat, engine, operator, and trailer information. | NO | |
The Workers Compensation area of the Epic SDK provides users the ability to insert, retrieve, delete and update Workers Compensation application information in Epic. The objective is to simplify the use of the Epic SDK for customers by providing access to Workers Compensation data while eliminating the need to contend with data elements not essential to the business need. Data areas that can be integrated include: applicant, additional coverage, individual, prior carrier, General information, assigned risk, Workers Compensation remark, location, policy information total estimated annual premium all states, and total premium calculation information. | NO |
Areas of Integration under Epic SDK REST APIArea | Description |
The Change Tracking area provides users the ability to query data that has changed recently in Epic. | |
The Leads Inbox area of the Epic SDK provides users the ability to retrieve leads from Epic. | |
The Login area of the Epic SDK provides users the ability to inactivate Epic logins. | |
The Person area of the Epic SDK provides users the ability to retrieve Person information in Epic. | |
The Policy area of the Epic SDK provides users the ability to query policies and rating information in Epic. | |
The Quotes area of the Epic SDK provides users the ability to insert, retrieve and update quote information in Epic. | |
The Sticky Notes area of the Epic SDK provides users the ability to insert, retrieve, update and delete sticky notes in Epic. |