Connect Your
Internal Systems
Floapi is not designed to replace your BMS. It enhances and orchestrates your existing technology stack through its FloapiConnect integration layer, including Applied Epic, Microsoft 365, telephony systems, and carrier portals.
Broker Management System, Microsoft 365, VoIP, Carrier Portals, Custom APIs
Maximize Efficiency With Tools Interconnectivity
Increase your productivity by combining FloapiConnect with your existing tool stack: Applied Epic, Microsoft 365, Teams, VoIP, and more.
Better handle the exchanges between brokers and carriers
Broker Management Systems (BMS) like Applied Epic are essential for internal operations. However, teams still waste significant time manually moving data between carrier portals, emails, and documents. These disconnected workflows slow down business and increase administrative burdens.
FloapiConnect solves this problem. Built specifically for insurance brokerages, this AI-powered automation layer links your existing tools into one ecosystem. It allows information to flow automatically between Applied Epic, carrier systems, and internal processes.
By eliminating manual data entry, Floapi boosts operational efficiency, strengthens compliance, and frees your team to focus on what matters most: client service and revenue growth.
.png)
Workflow & Data Configuration
FloapiConnect is a flexible solution that adapts easily to different brokerage workflows and data formats. Every brokerage is different, so is their data.
Whether you rely on Applied Rating Services, Applied CSR24, or standard CSIO data formats, our powerful import and export system translates complex data into structured intelligence.
Configure everything from the information you capture during Zoom or Teams calls via VoIP, to the way renewal submissions are structured in Outlook, directly back to the policy meta information within your BMS.
BMS Integration Plan
The typical integration plan starts with a mapping phase with your key users. During this period we validate the following points:
Tailored to your reality
Our team of experts ensures the configuration suits your brokerage needs and stays easy-to-use day one.
The preferred workflow
We map the preferred workflow of the typical user, so we know what makes sense for your business and which Epic data sources are used.
The in and out data flow
With our out-of-the-box integration system, we map exactly what needs to go in and out of Floapi without disrupting your IT team.
At the end of this mapping period, your IT/Operations team will receive all the documentation for a successful integration with the precise information that needs to synchronize, alongside clear ROI data showing the business impact.
Frequently Asked Questions
Common questions about how Floapi integrates with your systems and what implementation looks like.
Floapi connects to Applied Epic through the Applied Systems API. FloapiConnect, our integration middleware layer, enables bidirectional real-time data sync: reading policy and client data from Epic, executing automations, and writing results (notes, transactions, documents) directly back into the appropriate Epic record. No parallel database is created.
Most Floapi solutions are deployed within 2 to 8 weeks depending on brokerage size, workflow complexity, and the number of solutions activated. FloapiConnect is installed alongside your existing systems with zero disruption to daily operations. Brokers do not need to change their Applied Epic workflows, as the automation runs underneath without requiring any workflow changes.
Yes. FloapiConnect supports integrations beyond Applied Epic including Microsoft 365 (Teams, Outlook, Excel), Power BI for analytics dashboards, Applied Rating Services for multi-carrier market comparison at renewal, CSR24 for client portal workflows, and VoIP telephony for call recording and AI transcription. The integration layer is also extensible: brokerages with custom carrier portals, third-party rating tools, or proprietary data systems can connect through Floapi's API.
Book a Meeting With Our Team
Don't let outdated workflows hold you back. Empower your team, delight your clients, and
take your brokerage to new heights with Floapi.
Ready to upgrade the way you work? Let's meet for a discovery call.