The 2-Way Epic Integration Agencies Have Been Waiting For – InsuredMine CRM

The value of integration is increasingly playing out for Epic subscribers using InsuredMine. Whether it’s 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 — and growing.

Midwest Regional Agency (IM Connector)

Scale and Scope: 65-employee agency focused on personal and small commercial lines, with 15 producers.
Voice of: Agency Owner

“We 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—our producers can finally spend more time with clients, not spreadsheets.”

West Coast Independent Broker (IM Connector + SDK/BDE)

Scale and Scope: 120-employee broker with multiple offices, serving middle-market commercial, employee benefits, and specialty risks.
Voice of: Chief Operating Officer

“As an Epic subscriber, we already had SDK/BDE in place from our prior Salesforce deployment, so moving to InsuredMine didn’t 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.”

National Network / Aggregator (IM Connector + SDK/BDE at scale)

Scale and Scope: National Epic subscriber network with ~150 member agencies and ~500 users, operating under a shared integration architecture.
Voice of: SVP of Sales & Marketing

“Rolling 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—without the Salesforce overhead.”

Let’s Respark Your Growth Story Together

Every agency has a vision for where it wants to go—whether that’s 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.

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.

It’s not just about connecting two systems. It’s about creating a better way to sell, serve, and grow—together. And for many agencies, that transformation delivers a return in the very first year.

👉 Curious what this could look like for your agency? Schedule a 20-minute walk-through with our team and see Epic + InsuredMine in action.