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The Applied Epic integration connects Cara to your agency’s accounts, contacts, and policies in Applied Epic.

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Integration Capabilities

The integration capabilities are determined by the Applied Epic SDK endpoints available to you based on your contract. Cara reads the following data from Applied Epic:
  • Accounts and contacts — client and contact details, related accounts, and additional insureds or certificate holders
  • Policies and coverage — policy info, carrier, dates, premium, status, liability and coverage limits, and COIs
  • Insured risk details — vehicles, properties, drivers, locations, buildings, and assets
  • Underwriting context — business operations, claims and loss history, and prior insurance history
  • Activities — notes, tasks, calls, and other communication history logged as activities on accounts
  • Attachments — file metadata and partial contents for uploaded attachments

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Custom Integrations

Cara supports custom read and write capabilities through Applied Epic SDK’s 1,000+ endpoints. Please reach out to your account manager or the Cara Support team to discuss enabling integrations and customizations.

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Connect Applied Epic to Cara

1

Gather your Applied Epic credentials

You’ll need either your Applied SDK credentials or your Applied API Keys to connect.
Please reach out to support@getcara.ai when you’re ready to start integrating and have either your Applied SDK or your Applied API Keys available.
2

Enter your credentials in Cara

Navigate to the Integrations tab in Cara and click the Connect button on the “Applied Epic” tile. Enter your credentials and click Connect.
3

Verify your connection

Cara reads from Applied Epic on-demand — there is no periodic sync. To verify connectivity, ask Cara to look up an account by phone number, email address, or Epic Lookup Code.

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Use the Integration

Cara reads from Applied Epic on-demand — whenever it needs client context during a call or when you ask. Automatic actions
  • Customer lookup: References client information based on the caller’s phone number or email during Voice AI calls.
Manual / On-Demand actions
  • Search or summarize client information: Use Copilot or Email AI to look up client details, policy information, or activity history.
Cara identifies customers by email, phone number, or Epic Lookup Code. It also searches attachments and provided content for contact details, though it’s best to include them directly in the request. If it can’t find or confirm the account, it will ask for more information.

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Example Use Cases

You can use the integration in multiple ways based on your agency’s workflow.
  1. Search and summarize client information
    • How: Email Cara or use Copilot (e.g., Ask Cara Directly).
    • Example request: “Summarize all policies for this customer, including premiums and renewal dates.”
    • Example follow-up actions:
      • Ask Cara to draft an email highlighting upcoming renewals.
      • Ask Cara to identify cross-sell opportunities and draft emails to customers.
  2. Generate client reports
    • How: Email Cara or use Copilot (e.g., Ask Cara Directly).
    • Example request: “Create a report for this client with active policies and recent activity.”
    • Helpful for preparation for client meetings, renewals, or internal reviews.
These are just a few examples; there are many ways to use the integration within your agency workflow. For additional assistance, contact support@getcara.ai.

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Tips

  • Keep your Applied Epic customer data up to date so Cara can match records correctly.
  • Cara reads from Applied Epic on-demand, so updates in Applied Epic are reflected the next time Cara looks up the account.