Applied Epic

Applied Systems Epic Integration

The Applied Systems Epic integration connects Quickfire directly to your agency management system, allowing client, policy, contact, attachment, and activity data to stay in sync without forcing users to live inside Epic all day.

This integration is foundational. For many agencies, Epic is the system of record, and Quickfire is the system of action.

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What This Integration Does

When configured, Quickfire can pull data from Epic and use it throughout the application. This includes clients, policies, contacts, and attachments, as well as policy-level details used during renewals and proposals.

Attachments synced from Epic appear directly inside Quickfire, where they can be previewed, filtered, grouped, and reused without re-downloading or re-uploading.

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How It Shows Up in Quickfire

Epic data surfaces in multiple places:

• Clients, policies, and contacts enriched with Epic-linked records
• Attachments visible alongside locally stored files
• Renewal and submission workflows that reference Epic policy data
• Utilities that upload documents back to Epic automatically

Quickfire treats Epic as an upstream system, but once data is synced, work happens locally and fast.

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Configuration Overview

Epic is configured from Settings → Integrations.

You’ll provide:

• API credentials
• Tenant-specific settings
• Scope permissions for the data you want to sync

You can also define default attachment folders so that files dragged into Quickfire are automatically categorized correctly when pushed back to Epic.

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Why It Matters

Without this integration, users are constantly context-switching. With it, Epic becomes background infrastructure instead of a daily bottleneck.

Quickfire doesn’t replace Epic. It makes Epic tolerable.