Applied Epic Support for Independent Insurance Agencies
Optimization, implementation, integrations, training, and daily support. From an Applied Preferred Consultant Partner.
Ready to make Epic work the way you were promised it would?
If your Epic instance is messy, your team is working around it, or you're not getting the reporting and integrations you were told you'd have, let's talk.
Most agencies are using a fraction of what Applied Epic can actually do.
The workflows that came with go-live are still in place. The data is messy. Producers and CSRs have built workarounds. Reports are inconsistent. The system everyone agreed was the heartbeat of the agency has become the thing nobody wants to touch.
Linchpin is an Applied Preferred Consultant Partner. We don't just keep Epic running. We make it do the work it was sold to do.
What Linchpin's Applied Epic IT Support covers
Built around the way agencies actually use Epic, not a vendor checklist.
Epic Optimization and Cleanup
- We look at your current Epic environment, find what's broken or working around the system, and fix it. Data hygiene, configuration, security groups, activity types, workflows, document setup. The cleanup most agencies have been meaning to do for years.
New Implementations and AMS Migrations
- Whether you're standing up Epic for the first time or migrating from a legacy AMS, we can handle data conversion, configuration, user setup, training, and go-live support. Done in a way that doesn't blow up your service team.
Custom Workflow Design
- We can design Epic workflows around the way your agency actually runs, not the generic template. New business, renewals, endorsements, claims, certificates, accounting handoffs. Built so producers and CSRs spend less time clicking and more time on clients.
Integrations and Automation
- Epic talks to your rater, your accounting system, your CRM, your e-signature tool, your document management, and the carrier portals. We can connect the systems you already pay for and remove the manual steps that eat up your team's day.
Reporting and Data Visibility
- Custom reports, Epic Analytics, dashboards, and the producer and book-of-business reporting your leadership team has been asking for. Run your agency on numbers, not guesses.
Training and User Adoption
- Role-based Epic training for new hires, existing CSRs, producers, and accounting staff. One-time onboarding or ongoing skill development. Recorded sessions you keep.
Daily Epic Support and Admin
- A help desk that knows Epic. Sync errors, permission issues, workflow questions, configuration tweaks, scanner setup, the small stuff that piles up. Resolved fast.
Strategic AMS Planning
- Quarterly check-ins with your leadership team. What's coming in upcoming Epic releases. What changes are worth making. What integrations or modules would actually move the needle for your agency next year.
Why agencies bring Linchpin in for Epic support
Applied Preferred Consultant Partner.
Recognized by Applied Systems. Few consultants and IT providers hold this credential. It means Applied trusts us to work in their software, and so can you.
We work in Epic every day.
Our team has spent careers inside the system. We've seen how a 5-person agency uses Epic, how a 100-person brokerage uses Epic, and how an acquirer expects a target's Epic instance to look. We can bring that experience to your environment.
Insurance, not just software.
We understand commission accounting, trust accounting, certificate workflows, carrier statements, and what your E&O carrier wants documented. Most Epic consultants do not.
One partner for AMS and IT.
Most agencies have an Epic consultant, an IT provider, and a vendor for everything else. We can do it all. Your Epic environment, your network, your security, and your integrations are managed by people who talk to each other.
Acquisition-ready Epic.
Clean configuration, documented workflows, accurate data, organized files. When a buyer or PE-backed acquirer does diligence on your Epic instance, what they find should help your valuation, not hurt it.
What Linchpin's Epic Support solves
An Epic instance nobody fully understands.
The original implementer is gone. The agency has changed since go-live. We can document what you have, fix what's broken, and hand you a clean Epic environment your team can actually run.
Workarounds that have become 'how we do it here.'
Every workaround is a sign Epic isn't doing something it should. We can replace them with workflows that use the system the way it was built.
Reports you don't trust.
If your producer report doesn't match your accounting report, the data is the problem. We can find it, fix it, and put controls in place so it stays clean.
Carrier downloads that don't reconcile.
Direct bill, agency bill, commission discrepancies. We can dig into the configuration, the carrier setup, and the workflow until the numbers tie out.
Slow onboarding for new hires.
A new CSR shouldn't take 6 weeks to learn your Epic environment. Role-based training and documented workflows shorten that significantly.
Underused modules you're already paying for.
Epic Analytics, Epic Mobile, EpicPay, e-signature, integrations. We can help you use what's already in your contract.
How Linchpin compares to the alternatives
|
Linchpin |
Internal Epic Admin (DIY) |
Generic MSP |
|
|---|---|---|---|
|
Applied Preferred Consultant Partner |
Yes |
No |
No |
|
Depth of Epic expertise |
Full team, all day, every day, across dozens of agency configurations |
One person's knowledge, limited to what they've personally encountered |
Minimal. Most generic MSPs have never touched Epic |
|
Speed of resolution on Epic issues |
Fast. Our team knows Epic. |
Depends on the one person, their workload, and whether they're out sick that day |
Slow. Generic helpdesk escalates Epic issues to a vendor anyway |
|
Custom workflow design |
Yes. We build workflows around your agency, not a template |
Limited by one person's experience |
No. Outside their scope |
|
Integrations (rater, accounting, CRM, e-signature) |
Yes. We connect systems you already pay for |
Possible, but rarely a priority alongside daily admin |
Rarely. Most generic MSPs don't understand insurance integrations |
|
Reporting and data visibility |
Custom reports, dashboards, Epic Analytics setup |
Limited by the admin's reporting skill |
Outside their scope |
|
Insurance-specific (commission, trust accounting, E&O) |
Yes. We've worked inside agencies and brokerages |
Depends entirely on the individual's background |
No |
|
Coverage when your person is out |
Full team. Always available |
Nobody is in Epic that day |
Generic IT only |
|
Acquisition readiness |
Clean configuration, documented workflows, defensible data |
Depends on the individual |
Not their concern |
Where do we go from here?
A 30-minute Epic assessment call.
Tell us about your Epic environment, your team, and what's not working.
A free Epic Health Check.
We look at your configuration, your workflows, your data, and your underused modules. You get a written report with findings and a clear set of recommendations. Yours to keep, whether you hire us or not.
A practical proposal.
If we're a fit, we'll show you exactly what's included, what it costs, and what changes you can expect in the first 90 days. You get a clear picture of where Epic stands and what it would take to make it work the way it should.
Is your agency management system slowing you down?
Let’s run an Epic Assessment and get your systems back to peak performance.