\n<\/p>\n
The value of integration is increasingly playing out for Epic subscribers using InsuredMine. Whether it\u2019s a regional agency going live in under two weeks, a large broker expanding visibility into commissions, or a national network standardizing workflows at scale, the results are tangible \u2014 and growing.<\/span><\/p>\n \u00a0<\/p>\n Scale and Scope:<\/b> 65-employee agency focused on personal and small commercial lines, with 15 producers.<\/span> \u201cWe were up and running in just 10 days after purchasing the IM Connector from Epic. Epic pushes over the data we need into InsuredMine, and every CRM activity flows right back into Epic. The days of double entry are gone\u2014our producers can finally spend more time with clients, not spreadsheets.\u201d<\/span><\/i><\/p>\n \u00a0<\/p>\n Scale and Scope:<\/b> 120-employee broker with multiple offices, serving middle-market commercial, employee benefits, and specialty risks.<\/span> \u201cAs an Epic subscriber, we already had SDK\/BDE in place from our prior Salesforce deployment, so moving to InsuredMine didn\u2019t require an additional license. Now full policy details, commissions, and documents flow into InsuredMine, while all CRM activities and attachments sync back into Epic. Producers spot cross-sell opportunities faster, and service teams finally have complete visibility without added complexity.\u201d<\/span><\/i><\/p>\n \u00a0<\/p>\n Scale and Scope:<\/b> National Epic subscriber network with ~150 member agencies and ~500 users, operating under a shared integration architecture.<\/span> \u201cRolling out InsuredMine with SDK\/BDE across our member agencies gave us exactly what we needed: consistency. Contacts, accounts, policies, commissions, and documents now flow into InsuredMine, while activities and attachments sync back into Epic. This standardization delivered network-wide reporting and efficiency at scale\u2014without the Salesforce overhead.\u201d<\/span><\/i><\/p>\n Let\u2019s Respark Your Growth Story Together<\/b><\/p>\n Every agency has a vision for where it wants to go\u2014whether that\u2019s growing faster, keeping more clients, or simply giving teams the tools they need to do their best work. For Epic subscribers, the path forward no longer requires heavy compromises or costly workarounds.<\/span><\/p>\n With InsuredMine, you get to choose the level of integration that fits your agency today while laying the foundation for tomorrow. Imagine freeing producers from double entry, empowering service teams with real-time visibility, and giving leadership confidence that every client touchpoint is captured and actionable.<\/span><\/p>\n It\u2019s not just about connecting two systems. It\u2019s about <\/span>creating a better way to sell, serve, and grow\u2014together.<\/b> And for many agencies, that transformation delivers a return in the very first year.<\/span><\/p>\n \ud83d\udc49<\/span> Curious what this could look like for your agency? <\/span>Schedule a 20-minute walk-through<\/b> with our team and see Epic + InsuredMine in action.<\/span><\/p>\n<\/p><\/div>\nMidwest Regional Agency (IM Connector)<\/span><\/i><\/h3>\n
<\/span>Voice of:<\/b> Agency Owner<\/span><\/i><\/p>\nWest Coast Independent Broker (IM Connector + SDK\/BDE)<\/span><\/i><\/h3>\n
<\/span>Voice of:<\/b> Chief Operating Officer<\/span><\/i><\/p>\nNational Network \/ Aggregator (IM Connector + SDK\/BDE at scale)<\/span><\/i><\/h3>\n
<\/span>Voice of:<\/b> SVP of Sales & Marketing<\/span><\/i><\/p>\n