Custom Integrations

HubSpot to Applied Epic Integration

Unify CRM and policy data, eliminate double entry, and give your teams a single source of truth for sales, service, and renewals.

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HubSpot to Applied Epic integration sync showing renewals and claims context in CRM.

Seamless HubSpot ↔ Applied Epic Sync

Eliminate duplicate entry and unify CRM with AMS. Closed-won deals, client updates, and policy changes flow into Epic automatically, while renewals and claims context surface back in HubSpot—giving every team a single record of truth.

  • Bi-Directional Data Sync
  • Lifecycle Visibility
  • Single Source of Truth
  • Security & Governance

Automate policy and client updates between systems

HubSpot and Epic stay aligned as records are created and updated. When a deal closes in HubSpot, Epic instantly reflects the client and policy. When addresses or policy terms change in Epic, HubSpot mirrors the update without delay. This eliminates swivel-chair work, reduces errors, and keeps front- and back-office teams in sync.

Renewals and claims at your team’s fingertips

Bring renewal timelines and claim updates into HubSpot so producers and service teams act before clients ever need to ask. Marketing, sales, and service finally share the same client context, improving collaboration and responsiveness.

Consistent data across CRM and AMS

Contacts, Companies, Policies, and Producers stay aligned across systems. With fewer duplicates and manual fixes, adoption rises and reports reflect reality—supporting better decision-making at every level.

Integration built for compliance and scale

Applied Epic data is handled with strict governance: encrypted credentials, least-privilege access, and audit logs on every sync. Integration health is actively monitored so issues are caught and resolved quickly, without compromising compliance.

HubSpot to Applied Epic integration

Contacts

Contacts

Companies

Companies

Deals

Deals

Tickets

Tickets

Activities

Activities

Marketing Campaigns

Marketing Campaigns

Custom Objects

Custom Objects

Clients

Clients

Policies

Policies

Renewals

Renewals

Claims

Claims

Producers / Agents

Producers /
Agents

Policy Coverages

Policy
Coverages

Commissions

Commissions

Applied Epic ↔ HubSpot integration keeps clients, policies, renewals, and claims synchronized in real time—so sales, service, and operations always see the same data.

Integration Solutions

CRM data migration might seem straightforward, but is it just about moving data from one system to another? At Learners.ai, we delve deeper into the essence of data migration, ensuring the integrity and continuity of your invaluable business information.

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Real-World Success with Learners.ai Discover how we've transformed businesses through our integration solutions. See how leading agencies like Hylant eliminated manual entry and improved client experiences through HubSpot ↔ Epic integration.

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Key facts on integration practice of Learners

100+

Custom insurance & FinServ integrations delivered

5

Client satisfaction across complex AMS/CRM projects

HubSpot Accredited

for Custom Integrations, Solution Architecture, Data Migration

Our approach to Integrations

Analysis & Design

Align CRM + AMS workflows (policy lifecycle, renewals, claims).

Develop & Test

Build secure HubSpot ↔ Epic API sync with governance.

Deploy & Monitor

Continuous monitoring to ensure accuracy, compliance, and scale.

Our Technology Stack

Our integrations span AMS, CRM, and data warehouses—ensuring Applied Epic works seamlessly in your broader tech stack.

  • Integration Platforms
  • Data Warehouses
  • Cloud Platforms
  • Business Intelligence
  • Programming
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