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In-ProgressCross-vertical

Automate Applied Epic with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with Applied Epic. It runs the Applied Epic steps your team does by hand today, and connects it to Vertafore, EZLynx, and HawkSoft. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost Applied Epic integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Applied Epic and every tool it touches, including the screens with no API.

Building on the Applied Epic API?

How to automate Applied Epic

  1. Connect Applied Epic to Caddi

    Allow

    1Sign in to Applied Epic

    One click with your own Applied Epic login. No API keys.

  2. Automate new business & endorsements in Applied Epic.

    Type it

    2Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

Applied Epic integrations

Connect Applied Epic with any of the 200 other tools Caddi works with. Pick one to see what Caddi automates between them.

200 tools

The details

What Caddi does with Applied Epic

Why teams automate Applied Epic

Applied Epic runs the agency's clients, policies, and accounting, but new business, endorsements, and document filing around it still take manual entry. Caddi AI Agents automate the loops around Applied Epic so the team services clients instead of keying data.

Every application and endorsement fans out into records, documents, and follow-ups. Caddi runs that fan-out automatically and escalates only the exceptions.

Loops Caddi runs against Applied Epic

  • New business & endorsements

    Recommended pattern
    1. Applied Epic
    2. Microsoft Outlook

    Caddi turns inbound applications and endorsement requests into the matching Applied Epic records with the right client and policy.

  • Policy document filing

    Recommended pattern
    1. Applied Epic
    2. Google Drive

    Caddi files policies, certificates, and correspondence to the right Applied Epic account automatically.

Where professional services teams use it

  • Inbound triage

    Watch Applied Epic for new items, classify them, and route the right data to the right downstream system: CRM, matter system, or storage.

  • Cross-tool data sync

    Keep Applied Epic in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.

  • Document workflows

    Generate, send, and archive documents end-to-end using Applied Epic alongside e-signature, cloud storage, and your system of record.

  • Notifications & approvals

    Send the right person the right Applied Epic update by email, Slack, or Teams, and capture approvals back into the originating record.

Questions about automating Applied Epic

Does Caddi have a real Applied Epic integration?

Yes. Caddi runs verified code against Applied Epic's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Applied Epic is reviewed before it runs in production.

Do I need engineering help to automate Applied Epic with Caddi?

No. You demonstrate the workflow, clicking through Applied Epic the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Applied Epic data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Applied Epic, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect Applied Epic to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating Applied Epic, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

How do I find what to automate in Applied Epic?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

Often automated alongside Applied Epic

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See it on your stack

Ready to automate Applied Epic?

Drop your work email and we'll show you Caddi running end-to-end against Applied Epic and the rest of your stack.