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

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Applied Certified Integration Vendor - Sonant is the first voice AI platform certified for Applied Systems. That means no separate API purchase, no additional agreement with Applied, and no added integration fee.

Book a Demo for Applied 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. The platform manages the full agency lifecycle in one browser-native system, across both P&C and benefits lines of business.

Applied Epic covers:

Prospecting and pipeline management
Quoting and submissions
Policy management
Accounting
Reporting

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 is an AI receptionist for insurance agencies, and it integrates with Applied Epic through a certified API connection between your Sonant account and your Epic environment. The exchange works in two directions:

During the call - Sonant pulls client and policy data live from Epic, so callers never have to repeat information your agency already has on file.
After the call - Sonant pushes structured notes, call summaries, and tasks back into the correct Epic account, with no manual entry required.

Because this is a certified integration, agencies don't need to purchase Applied's separate Connect API product or sign an additional agreement with Applied to use it.

What This Means for Your Agency

Connecting Sonant with Applied Epic gives your agency measurable advantages across daily operations - from overflow call handling during peak periods to after-hours coverage.

24/7 AI Call Handling and Overflow Call Answering

Sonant answers every call immediately - no hold times, no missed calls, no overflow calls going to voicemail. Quote requests, policy inquiries, claims routing, and appointment scheduling are handled by conversational AI for insurance, trained on P&C terminology, with multilingual support. Unlike generic AI receptionists, Sonant handles multiple languages and insurance-specific workflows from day one.

Caller Identification via Epic Data

During calls, your AI receptionist 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. It's the difference between an ordinary AI answering service and one that works inside your management system.

Warm Transfers with Context

When a caller needs a human, Sonant transfers with full conversation context so your staff picks up where the AI receptionist 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 - which is what separates a production-grade AI voice agent for insurance from a consumer chatbot.

Ready to Connect Sonant to Applied Epic?

If your agency runs on Applied Epic, Sonant adds a certified AI phone layer that talks to your AMS via API - with no separate integration cost. See how 24/7 call handling with live Epic data exchange works for your team.

Book a Demo for Applied Epic Agencies →

Frequently asked questions

Does Sonant actually integrate with Applied Epic, or does it just export data?

It reads and writes. Sonant looks up account details in Epic during the call, and writes the activity and summary back to the correct account afterward. Your team works in Epic exactly as they do now.

Does it document calls my own team answers, or only the ones it handles?

Both. Sonant handles the calls you route to it. Call Companion runs on calls your staff answers and produces the activity and summary in Epic without anyone typing them. Most agencies tell us the second one is where the time savings actually show up.

Will callers know they're talking to AI?

Yes. Sonant identifies itself and is configured to your agency's disclosure preferences. We don't recommend or support pretending otherwise.

What happens when a call needs a person?

Sonant escalates per rules you define - warm transfer, direct routing to a department or named producer, or an urgent flag in Epic. It doesn't attempt to handle what it shouldn't.

How long does implementation take for Applied Epic customers?

Typically 5-10 days from kickoff to live calls, depending on how many workflows you want configured up front. Most agencies start with after-hours and overflow, then expand.

Do we need to change our phone system?

No. Sonant connects to the number you already use - nothing to swap out, nothing for your team to learn.

How is our data handled?

Sonant is SOC 2 (Type II) certified and GDPR compliant. Your data stays in Epic, your system of record - Sonant reads from it and writes back to it, but nothing lives outside of what you already control.

We've struggled to keep a receptionist. Can Sonant cover that seat?

It's one of the most common reasons agencies bring us in. Front desk roles turn over frequently, and each cycle costs you recruiting time, a month of training, and coverage gaps filled by licensed staff. Sonant covers that function permanently and consistently - configured once, no ramp, no backfill.

Is this going to replace our CSRs?

No - and it's worth being precise about the difference. Sonant covers the front desk function: the routine, unlicensed call volume that agencies struggle to keep staffed anyway. It doesn't replace licensed service staff, and it isn't built to. What it does is stop your CSRs from being the fallback whenever the front desk is short-handed.

What does it cost?

The Applied Epic connection itself is free - no API fee, no separate agreement with Applied. Sonant's own pricing depends on your call volume and which features you turn on.

Sonant + Applied Epic: The First Certified Voice AI Integration for the Industry's Leading AMS