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CRM · Integration

Applied Epic

Sourcing.sh connects AI agent data index to Applied Epic to keep your brokerage customer and prospect data clean. Your teams work with live and prioritized contacts.

Study the connection to Applied EpicSee Applied Epic ↗

What Sourcing.sh communicates with Applied Epic

Send the data

sourcing.sh pushes companies, profiles and fresh offers into your tool.

Refresh the data

Your records are re-crawled and updated continuously — the data no longer dies.

Send signals

Position changes, recruitments, hiring and timing signals pushed to your agents.

In Applied Epic, the index updates the profiles of policyholders and prospects, enriched with signals of insurable events: moving, professional change, business creation. Synchronization is continuous and billed on a fixed rate basis, for development and retention based on fresh data.

This record describes a compatibility to study. Availability, data exchanged, required rights and any costs are confirmed before activation. General API and webhooks require Scale.

Your workflow

The right data. The right action.

New information, a detected change or a record to complete: your agent checks the data and applies the rules you defined.

Create a record, update approved fields or request human approval: you stay in control before data reaches your tool.

Define my workflow

How it works

  1. 01

    Frame the connection to Applied Epic

    Confirm compatible objects and necessary rights: OAuth, API key or export.

  2. 02

    Define exchanges

    Choose the fields to complete and the update rules in Applied Epic.

  3. 03

    Plan the checks

    Choose the cadences and actions to trigger when a change is detected.

Discover the API

Your next step

Turn data into action.

Find the right contacts, keep your data up to date and connect your tools.

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