Works with / Applied Epic

HarborIQ with Applied Epic.

Epic runs the agency’s books. HarborIQ answers the questions Epic was never asked: who writes this risk, what renews next, who owns the client. Export the book once and keep both.

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JobEpicHarborIQ
System of record, downloads, accountingEpic—
Carrier appetite answers from your own guides, page cited—HarborIQ
Renewal list with owner and days out, same for owner and producer—HarborIQ
One client record with tasks and inbox beside it—HarborIQ
Underwriter contacts and portal links, private to the agency—HarborIQ
PricePer user$49 a month, whole agency

Epic’s own features are described as Applied publishes them. HarborIQ does not replace them.

How the two fit

Your Epic export is one of the inputs. Everything that comes out is for the people Epic does not serve all day.

  1. Carrier guides and PDFs

    Answers cited to the page

    CSR, Client, Carrier win

  2. Your book

    Renewals in order

    Producer, Owner win

  3. Your inbox

    Follow-ups that get done

    CSR, Client win

  4. Underwriter contacts and portals

    Who writes what, by state

    Producer, Carrier win

Export the book once. Every policy with a date becomes a renewal with an owner and a days-out count.

  • Your documents and data are never used to train AI models
  • Every answer shows the carrier page it came from
  • Encrypted in transit and at rest
  • One price for the whole agency, never per seat
  • Export everything, any month, and cancel any month
  • Built and run by an agency operator, not a software vendor

Frequently asked questions

Do I have to leave Epic?

No. Epic stays your system of record. HarborIQ reads an export of your book and adds the carrier answers, renewal list and client record your team uses all day.

How does the book get into HarborIQ?

A standard Epic export, CSV or XLSX. HarborIQ maps the columns and we check the first import with you. Re-export whenever you want the book refreshed.

Is there a live sync with Epic today?

Not today. HarborIQ works from exports. You own the data in both places and can export everything from HarborIQ at any time.

Who is this for?

Agencies that like Epic for accounting and downloads but have CSRs hunting through carrier portals and producers keeping renewal lists in a spreadsheet.