A recent survey of over 200 insurance leaders across the U.S. say that fragmented technology stacks have limited operational efficiency and marketing effectiveness.

According to the 2025 Insurance Tech Survey conducted by Aptitude 8:

• 40% of respondents identified manual data transfers between systems as their top operational bottleneck.
• Only 3% reported integrating their AMS (Agency Management System) into a CRM or marketing automation platform.
• Most organizations are managing six to 10 systems just to support quoting, billing, claims and communications.

Applied Epic remains the system of record for policy data, but without integration to a marketing automation platform, teams often resort to manual outreach and fragmented communication processes.

Extending Applied Epic’s Value Through HubSpot

Applied Epic plays a critical role in policy administration and back-office workflows. However, it is not designed to power modern digital engagement strategies or omni-channel communications. Integrating Epic with a platform like HubSpot enables insurance firms to unlock greater value, without replacing existing systems.

Key capabilities enabled through this integration include:

• Automated renewal outreach based on policy expiration data.
• Segmented marketing workflows by line of business, carrier or client type.
• Email and form automation for claims intake or customer service.
• Producer dashboards with real-time access to policy status and client interactions.
• Referral and lead routing workflows without requiring Applied Epic logins.

Applied Epic remains the system of record for policy data, but without integration to a marketing platform, teams often rely on manual outreach and fragmented workflows. Connecting Epic to HubSpot enables automation, segmentation and producer visibility without disrupting core systems.

Real-World Success Stories

Insurance organizations that integrate Applied Epic and HubSpot have already produced measurable results.

For example, Blue Ridge Risk Partners connected Epic to HubSpot using BigQuery, syncing more than 50 policy and account fields. As a result, the marketing team was able to launch automated workflows based on policy type, expiration and branch location, improving campaign timing, lead conversion and client engagement.

A global insurance brokerage with over 17,000 employees implemented a scalable HubSpot + Epic architecture that consolidated marketing systems, improved contact governance and enabled policy-based campaign targeting. The integration helped unify hundreds of business units under a centralized communication framework, improving efficiency and enabling localized outreach at scale.

These use cases demonstrate that integrating HubSpot and Epic not only improves marketing outcomes, but also creates the foundation for scalable, compliant growth.

A Scalable Path to Insurance Marketing Modernization

Successful integration does not require a large-scale transformation from day one. Many firms start by syncing just contacts and policy expiration fields to enable renewal automation. From there, capabilities such as claims workflows, referral tracking or marketing performance reporting can be layered in over time.

Depending on compliance requirements, data complexity and system volume, firms can implement integrations with tools including:

• iPaaS solutions (e.g., Workato, Hightouch)
• BigQuery sync pipelines
• Custom middleware using Epic APIs

The common denominator is a modern architecture, one that keeps the AMS as the system of record for policy data and enables advanced marketing automation in a system designed for engagement.