How does Sonant integrate with Applied Epic?

Sonant connects to Applied Epic through API-based data exchange. You connect your Sonant account to your Epic environment, and Sonant can then pull client records and policy data during calls and push structured notes, tasks, and interaction logs back into Epic after every conversation.

What data flows between Sonant and Applied Epic?

Sonant pulls client records, policy details, and account information from Applied Epic during live calls. After calls, it pushes structured call notes, task records, and interaction logs back into Epic. Tasks are created based on call outcomes—quote requests, service tasks, claims routing—following your agency’s workflows.

Does Sonant replace Applied Epic?

No. Applied Epic remains your system of record. Sonant adds an AI phone layer that connects to Epic via API—handling calls and writing outcomes back into the management system your team already uses. No workflow changes required.

How long does it take to set up Sonant with Applied Epic?

Agencies deploy Sonant with Applied Epic connectivity in days. The integration is configured through account connection and API setup. Sonant includes white-glove implementation support and works with your existing Epic workflows.

Is the Sonant + Applied Epic integration secure?

Yes. Sonant is SOC 2 Type II certified with GDPR compliance. All API-based data exchange with Applied Epic is encrypted and secure. Full conversational records are maintained for E&O compliance documentation.

Sonant + Applied Epic Integration: AI Call Handling for Epic Agencies

What Is Applied Epic?

Applied Epic is the world’s most widely used insurance agency management system, built for growth-minded independent agencies and brokerages. Seven of the ten largest U.S. insurance agencies run on Epic. The platform manages the full agency lifecycle in one browser-native system: prospecting, pipeline management, quoting, submissions, policy management, accounting, and reporting—across both P&C and benefits lines of business.

Key Applied Epic capabilities include:

Unified P&C and Benefits Management — Both lines of business in one platform, enabling cross-sell visibility and a complete customer view
Embedded Rating and Market Access — Personal and commercial lines quoting directly within the AMS via Ivans connectivity
Workflow Automation — Data prefill, attachment previews, automated email summaries, and customizable task flows
Integrated CRM — Sales tracking for new business and renewals within the management system
Industry-Specific Accounting — Automated commission splits, trust accounting, and financial reporting
Browser-Native Architecture — Cloud-based access from Chrome, Edge, or Firefox with minimal IT overhead
API-Enabled Platform — Open APIs that support third-party integrations and multi-location scalability

Applied Epic has been recognized as a G2 Leader for 20 consecutive quarters, with 91% of reviewers rating it four stars or higher.

How Sonant Connects to Applied Epic

Sonant integrates with Applied Epic through API connectivity, connecting your Sonant account to your Epic environment. This allows Sonant to pull client and policy data from Epic during live calls and push structured call outcomes back into the system after conversations end.

The integration works through account connection and API-based data exchange:

Pull: Sonant reads client records, policy details, and account information from Applied Epic during calls to identify callers and provide context-aware service
Push: Sonant writes call notes, interaction logs, and task records back into Applied Epic after every conversation
Task Creation: Call outcomes are translated into structured tasks in Epic based on your agency’s workflows—quote requests, service tasks, claims routing

What This Means for Your Agency

Connecting Sonant with Applied Epic gives your agency measurable advantages across daily operations.

24/7 AI Call Handling

Sonant answers every call immediately—no hold times, no missed calls. Quote requests, policy inquiries, claims routing, and appointment scheduling are handled by AI trained on P&C terminology, with multilingual support.

Caller Identification via Epic Data

During calls, Sonant accesses your Epic data to identify callers and pull relevant policy context. Callers get personalized service without repeating information your agency already has on file.

Structured Outcomes Back in Epic

Every call generates structured notes and tasks pushed into Applied Epic. Your team opens Epic and sees documented calls, created tasks, and queued follow-ups—no manual data entry required.

Warm Transfers with Context

When a caller needs a human, Sonant transfers with full conversation context so your staff picks up where AI left off.

Smart Routing

Calls are routed based on request type and your agency’s rules. VIP clients, specific CSRs, department routing—all configurable.

Security and Compliance

Sonant operates on a SOC 2 Type II certified foundation. All API-based data exchange with Applied Epic is encrypted. Full conversational records are maintained for E&O compliance documentation. GDPR compliant.

Ready to Connect Sonant to Applied Epic?

If your agency runs on Applied Epic, Sonant adds an AI phone layer that talks to your AMS via API. See how 24/7 call handling with Epic data exchange works for your team.

Book a Demo for Applied Epic Agencies →

Sonant continuously expands and improves its integrations. While we do our best to keep this page current, some details may not reflect the latest updates as integrations are an ongoing effort. For the most up-to-date integration specifics, contact our team.

Sonant + Applied Epic: AI Call Handling Connected to the Industry’s Leading AMS