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 Applied Epic through official API.
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 work closely with Applied Epic Admins to build great use cases for improved data governance.
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.
View Others Tab
- Compose the team you want to set View Others permissions for.
-
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.
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, search, and select existing employees for bulk changes.
- 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 offer a free trial for full hands-on experience. Introduce us to your admin team!
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
Smooth, Lightweight Applied Epic Integration via API
Our lightweight bi-directional API integration ensures that you see your current Applied Epic data in RecordLinker, and sync changes into your Applied Epic in seconds. It takes less than <10 days to process the API key request, preconfigure 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.
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
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 Ongoing Data Governance.
RecordLinker helps brokers handle data at scale in ways specific to their systems.
