Painless Applied Epic System Administration
Applied Epic Enterprise Admins keep your organization’s information up-to-date and accurate. From national brokers to local agencies, all have their designated Enterprise Admins. The admins ensure your business runs smoothly and without bottlenecks related to new record creation, updates, configurations, and reassignments.
Their tasks like managing company records, adding employees, workload reassignments, changing servicing contacts split by clients or by LOB, setting view others permissions by employee, and other tasks can all get time-consuming.
RecordLinker provides a convenient interface and time-saving features for Applied Epic Enterprise Admins.
Applied Certified Integration Partner
Thanks to full two-way synchronization between RecordLinker and Applied Epic your Enterprise Admin work can be enhanced beyond the default interface. This is possible thanks to continuous support from Applied Systems, and our official vendor partnership.
Enhancing Applied Epic Controls with Bulk Updates
RecordLinker boosts Applied Epic’s admin capabilities with bulk-friendly interfaces, workflows, and templates for data teams. Our tool bi-directionally integrates with your Applied Epic.
What used to require days of individual record creation and one-by-one updates now takes hours. Make edits across multiple records simultaneously, approve, and safely sync changes to your Applied Epic.
Real Use Cases for Applied Epic Administration
RecordLinker turns manual click-by-click tasks of busy Enterprise Admins into precise, structured workflows, making large-scale updates straightforward. We help agencies get savvy behind the scenes, regardless of scale.
Enhanced Workload Reassignments
When an employee retires or changes job, you may need to reassign the entire servicing contacts list for 200 clients and 1000 policy lines.
- Find and filter out clients and current/renewed policies by specific servicing contacts.
- Reassign the entire servicing team rather than member-by-member.
- Split your workload reassignments between several employees. See exactly what gets reassigned and how. Customize selected items.
Structure Groups Management
Changing structures in Applied Epic forces you to go through employees one-by-one. You can now centrally review and bulk-edit structures!
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Group your structures into sets of
Agency,Branch,Department, andProfit Center. Build and edit configurable groups. - Add or move hundreds of employees between structures in one go.
- Easily spot employees whose structure settings deviate from your structure presets
Employee Configuration
Need to add 200 new employees? Both adding and editing can take days to configure all the settings employee-by-employee and tab-by-tab. Let’s do it in an hour instead.
- Upload your list of new employees, or view, search, and select existing employees for bulk changes.
- Generate quick templates to set or modify settings in bulk, or easily find specific settings in a clean, organized admin interface.
- Upload back to RecordLinker, check, edit individual flags, approve, and sync to Applied Epic.
View Others Tab
Every employee needs permissions to view task details of other employees. Within a team this means creating an entire matrix of permissions for each employee’s View Others.
- Compose the team you want to set View Others permissions for.
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Generate a handy template file with a chart of relationships. Select who can view whom by
Tasks,Activities, andWorkflows. - Upload it back to RecordLinker, approve, and sync to your Applied Epic.
Pr/Br Commissions Tab
Pr/Br Commissions tab gets tough to keep up when hundreds of lines need changes. Make the grind go away with flexible edits across your book.
- Eliminate click-by-click navigation between accounts, policies, and individual lines. Change Pr/Br tabs in bulk.
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Find your lines with filters for sweeping
accountchannges, or select by policytypes,numbers, andIDs. - Pick producers you want to change to. Only pick from a small, handy list you configure, and sync to your Epic.
Policy and Line-Level Operations
Whenever you need to change a field across 100s of lines, it means hours spent on navigation. Turn Enterprise Admins into power users instead!
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Change fields like
ICO,Status,Profit Center,Agency Defined Categories, and many more. All in one go. - Define your list of policies or lines with handy include/exclude filters, or paste a list of IDs.
- Edit fields on an entire set from a single admin-first template. Preview changes, and sync to Epic.
Tell Us Your Admin Challenge
Got a painful task that keeps your admins busy? Contact us to find out how RecordLinker can make your exact use case more efficient! Applied Epic is flexible, and lets us organize the settings you need.
Introduce us to your admin team – we get what they need daily!
Save Stress Managing Applied Epic Critical Data
Your Enterprise Admins Get The Luxury Hotel Experience
You get a modern, compact UI that lets you manage different aspects of your Applied Epic records in a single view. Full focus without updating record-by-record, switching tabs, or looking for dropdowns and individual setting groups.
Ready for Bulk-Friendly Editing and Creation
Whenever you need to manage a set of users (or other entities), you can create new ones as well as reassign and edit parameters for existing system records. If you want to change email domain for 500 users, you can do that in one go. With our platform, admin capabilities get enhanced for scalable work focused on updates to the extreme, eliminating the need to navigate app UI and individual records.
Smooth, Lightweight Applied Epic Integration
Our lightweight bi-directional sync ensures that you see your current Applied Epic data in RecordLinker, and get changes into your Applied Epic in seconds. It takes less than <10 days to set up RecordLinker, and the platform is ready to change how the admin side of your operations works.
RecordLinker Governance: Create, Edit, Approve, and Sync
Our workflow is simple and oriented at mitigating risk of a mistake. Create new or edit existing records, configuring their fields and flags in one view. Approve only when you are ready – or restore the settings for a specific record from your Applied Epic whenever you have second thoughts about your edits – and then press a button to sync changes.
How Busy Enterprise Admins Feel About RecordLinker
- Zero click-by-click grind to make 100s of edits.
- Admin-first interface with bulk-change workflows.
- System-wide edits done in minutes.
- Less mistakes and omissions made.
- Previews and reversable changes.
- Quick onboarding and time to value.
RecordLinker Can Also Help Your Data Conversion Team
Do you regularly consolidate data from multiple Agency Management Systems or databases?
Do you grow through multiple acquisitions a year?
RecordLinker is a great tool to help you migrate acquired agency data into your Applied Epic and properly map issuing companies!
Discover our capabilities for Applied Epic data conversion projects!
Trusted by Top US P&C Insurance Brokers
We work with some of the industry best brokers, helping our clients speed up Data Conversion projects and Enterprise Administration tasks.
RecordLinker helps brokers handle data at scale in ways specific to their systems.
