Applied Epic

Your Gateway to Agency Management

Overview

Applied Systems is renowned for its Rater and AMS solutions, and XILO’s integration capabilities encompass a range of these products. A key focus for many of our customers is utilizing the AMS integration, particularly for transferring basic applicant data from XILO Forms into Applied Epic, thus simplifying data management within the AMS.

How it works

To establish a connection to Applied Epic, an email request to Applied Systems for access to the Leads Inbox API is the first step. Once you receive your Tenant ID and API Key, our Customer Success Manager will facilitate the integration activation. Upon submission of a XILO Form, the lead details become accessible in Applied Epic's Leads Inbox, where they can be imported as new contacts or used to update existing records.

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