Build a new Epic integration
Connect Epic with your CRM, client portal, data warehouse, carrier workflow, or internal software.
Applied Epic integration specialists
We connect Applied Epic to the systems your agency depends on.
Northbind builds, repairs, and supports custom Epic integrations for insurance brokerages, MGAs, and insurtech teams.
Dozens of Epic integration projects250+ books-of-business conversions10 years in .NET and data engineering
What we do
Connect Epic to the tools your team already uses.
We handle the software and data work between Epic and the rest of your business.
One-way exports · Two-way sync · Real-time updates
Fix an integration that is failing
Find missing, duplicated, delayed, or incorrect data and repair the service behind it.
Move books of business
Map, transform, load, and validate data for migrations, acquisitions, and agency consolidations.
Support what is already running
Keep important integrations working as credentials, mappings, volumes, and business needs change.
Common Epic jobs
Work we can take off your team's plate.
Bring us a recurring update, a fragile data flow, or a backlog that cannot be cleared one record at a time.
Employee onboarding and changes
Create or update employee records, service and producer settings, and related configuration through a controlled workflow.
Servicing-team reassignment
Move selected accounts, policies, or lines to the right service team after role changes, departures, or acquisitions.
Commission and line cleanup
Find inconsistent producer, broker, policy, or line values and apply reviewed corrections without repetitive screen work.
Policy and account updates
Update selected client, contact, policy, line, category, or billing information with validation before anything is written back.
Acquisition data conversion
Map, transform, load, and reconcile books of business moving into a consolidated Epic environment.
Epic-connected applications
Connect Epic with a CRM, portal, reporting platform, accounting workflow, or purpose-built internal tool.
Exact fields and operations depend on your Epic version, licensed access, configuration, and the supported SDK surface. We confirm that before quoting the work.
What can be connected?
What an Epic integration can handle.
With the appropriate Epic license and access, an integration can read and update information such as clients, contacts, policies, lines, activities, attachments, claims, and transactions.
Bring us the workflow—you do not need to choose an API first. We identify the right Epic interface and confirm the requirements with your team.
View the Applied Epic SDK guide ↗Typical engagements
What the work looks like in practice.
Start with a bounded operational problem. We turn it into a controlled workflow your team can review, test, and operate.
01
Bring an acquired book into Epic
- The problem
- Client, policy, line, contact, and assignment data arrives in inconsistent formats and cannot be trusted as-is.
- Northbind's work
- We map the source, build the transformation and load workflow, flag exceptions, and reconcile the result with your team.
DeliverableReusable conversion workflow + reconciliation report
02
Reassign work after a staffing change
- The problem
- A producer or service employee changes roles, leaving hundreds of accounts, policies, or lines to review and reassign.
- Northbind's work
- We build a filtered, reviewable workflow that shows the affected records before approved changes are written to Epic.
DeliverableControlled reassignment utility + change log
03
Correct line and commission data at scale
- The problem
- Reporting is unreliable because producer, broker, commission, status, or structural values are missing or inconsistent.
- Northbind's work
- We identify the affected records, apply your business rules, produce an exception list, and stage the corrected updates.
DeliverableValidation rules + reviewed update process
Have a different Epic admin or data problem?
Describe it to usHow to work with us
From first call to launch.
- 1
Tell us what is manual or broken
On a short call, show us what happens today, which systems are involved, and what you want to happen instead.
Free initial call - 2
We send a scope and quote
We confirm the Epic data, access, deliverables, timeline, and cost before development begins.
Written scope - 3
We build and launch it
We develop the integration for your Epic setup, test it with your team, and support the production release.
Direct senior delivery
A good first project: one manual or unreliable workflow with a clear owner and a result your team can verify.
Book the fit call
About Northbind
Epic experience on the engineering side.
Northbind is a small integration practice led by a former Applied Systems software developer. We have hands-on experience building custom Epic integrations, C#/.NET services, SQL and ETL tools, and high-volume books-of-business conversions.
Clients work directly with the engineer responsible for the solution—from the first workflow discussion through testing and launch.
Talk directly with NorthbindQuestions
Before we start.
What Epic information can an integration use?
Depending on the Epic version and licensed access, integrations can work with areas such as clients, contacts, policies, lines, activities, attachments, claims, transactions, and application details. We confirm the exact fields and operations during scoping.
Do we need to understand the SDK before contacting you?
No. Tell us the business problem and the systems involved. We will determine which Epic interface is appropriate and what your team needs to confirm with Applied.
Can you take over an integration built by someone else?
Yes. We can assess the existing code and data flow, stabilize it, document it, or replace it when repair would cost more than rebuilding.
How is the work priced?
New builds and repairs can be quoted as fixed-scope projects after discovery. Ongoing monitoring and support can be provided as a monthly service. The first fit call is free.
Is Northbind affiliated with Applied Systems?
No. Northbind Systems is a separate integration engineering company. Applied Epic and Applied Systems are trademarks of their respective owner.
Start with the problem
What are your people still copying, exporting, or checking by hand?
Tell us which systems are involved and what should happen automatically. We will reply to confirm fit and suggest the next step.
Prefer email?hello@northbindsystems.com