Painless Applied Epic System Administration
Applied Epic data administrators keep your organization’s information up-to-date and accurate. When you scale, your admin tasks may outgrow your team’s capacity to keep up.
Managing company records, adding employees, reassigning servicing contacts per client or LOB, setting view others permissions per employee account, and other tasks can get overwhelming.
RecordLinker provides a convenient interface and time-saving features for Applied Epic admins.
Applied Certified Integration Partner
Enhancing Applied Epic Data Management for Scale
RecordLinker complements Applied Epic’s capabilities with a purpose-built administrative hub for data management teams. Our tool bi-directionally integrates with Applied Epic through official API, enhancing your existing workflows without risk to core operations.
Need to configure 200 new employees? Upload their details, set roles and permissions in bulk, then sync everything back into Applied Epic. What used to require days of individual record creation now takes hours.
View your employees, companies, and other entities in organized lists with filtering, quick search, settings grouped in an intuitive interface, and friendly bulk-edit templates. Make edits across multiple records simultaneously, approve, and safely sync changes to your system.
Real Use Cases for Applied Epic Administration
Servicing Roles Reassignments
When an employee retires or changes job, you may need to reassign the entire servicing contacts list for clients or even per policy line. Multiply that by 1000.
- Find and filter out clients and current/renewed policies where that employee appears as a servicing contact.
- Select from available persons for the new servicing team per client or line of business. Reassign specific servicing roles in one go.
- Push changes to your Applied Epic, saving days of repetitive admin work.
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 per employee’s View Others.
- Compose the team you want to set View Others permissions for.
- Generate a handy template file showing a chart of relationships. Select who can view whom by Tasks, Activities, and Workflows.
- Upload it back to RecordLinker, approve, and sync to your Applied Epic.
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.
- Upload your list of new employees, or view and search existing employees for edits.
- Generate templates to set or modify settings in bulk, or easily find specific settings in a clean UI.
- Upload back to RecordLinker, check, edit individual flags, approve, and sync to Applied 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 API is powerful, and allows us to organize all the settings you need.
- Our clients regularly ask us about new and niche use cases. We iterate very quickly.
- We design only with clear feedback from our users to get them exactly what they need.
Save Stress Managing Applied Epic Critical Data
Your Data 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.
Smooth, Lightweight Applied Epic Integration via API
View All Your Employees or Issuing Companies in One Go
With RecordLinker, you don’t have to check individual records and open them back and forth. Every record from your Applied Epic is laid out on a single list with convenient quick search to filter out what you need.
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.
Here Is How Busy Data Admins Feel About RecordLinker
- Way less stress in your data admin team.
- Higher throughput for daily admin tasks.
- Less mistakes made and gone live.
- More time freed up for working on data quality.
- Quick onboarding and time to value.
RecordLinker Can Also Help Your Data Conversion Team
Are a larger broker? Do you grow fast by acquisitions?
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 Ongoing Data Governance.
RecordLinker helps brokers handle data at scale in ways specific to their systems.
