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The Applied Epic integration connects Cara to your agency’s accounts, contacts, and policies in Applied Epic. Cara reads on-demand and writes back on request — no periodic sync, no batch export.

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Integration Capabilities

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Reads (Phase 1)

  • 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, lines and LOB detail
  • 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 binary contents for uploaded attachments
  • Claims — claim records with adjuster and additional-party enrichment

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Writes (Phase 2) New

  • Create Certificates of Insurance — Cara can generate and attach ACORD 25 COIs directly on an Applied Epic account.
  • Log activities — Cara routes activity writes through Applied Epic’s Activity → Tasks → Notes surface so entries land in the right list.
  • Upload documents — Cara can push generated documents (COIs, ACORDs, correspondence) as attachments on the target account. Uploads are stamped as audit-log entries.
  • Write commercial application data — Cara can write back ACORD 125, 126, and 127 data captured or corrected in a workspace.
  • Write personal application data — Cara can write back ACORD 80, 81, 82, 83, and 84 data captured or corrected in a workspace.
Writes require your Applied Epic tenant to expose the corresponding SDK endpoints. Cara guards every write behind an explicit user confirmation — she does not perform unprompted writes.

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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 additional 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

Rotate credentials on your own schedule

New Applied Epic credentials can be updated at any time from the same integration tile — click Manage credentials, paste the new values, and Cara switches over on the next request. No support ticket required.
4

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, claims, or activity history.
  • Create a COI or log an activity: Ask Cara to generate a Certificate of Insurance or log a note/task/call directly on the account.
  • Upload a document: Ask Cara to push a workspace artifact to the account as an attachment.
  • Write application data: After completing an ACORD 80/81/82/83/84 or 125/126/127 workspace, ask Cara to write the captured fields back to the corresponding Applied Epic application.
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

  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.”
  2. Generate and file a Certificate of Insurance
    • How: Use the Fill Forms & Certificates preset.
    • Example request: “Create an ACORD 25 for Acme Inc. naming Amazon as certificate holder, then attach it to the Acme account in Applied Epic.”
  3. Reconcile application data
    • How: Attach a completed application PDF and ask Cara to update the account.
    • Example request: “Read the attached ACORD 125 and update the commercial application on the Acme Inc. Epic account.”
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.
  • Cara resolves Applied Epic clients by lookup code — the more consistent your lookup codes, the fewer disambiguation prompts you’ll see.