Summary: Yes, software solutions like Canopy Connect are designed to integrate with agency management systems to instantly import insurance data into Applied Epic.

Direct Answer: Applied Epic is a powerful system, but getting data into it often requires manual typing or using the "Drag and Drop" feature for PDFs. Specialized intake software improves this by using an API or browser extension to push data directly into Epic’s fields. The workflow typically involves:

1. Client Intake: The client shares their policy data via a secure link.
2. Data Mapping: The software maps the carrier data (Drivers, Vehicles, Coverages) to ACORD standards.
3. Import: The data is pushed into Epic as a new prospect or policy file, populating the necessary screens without manual keying.

Takeaway: Direct import tools eliminate the data entry bottleneck, ensuring your Applied Epic database is accurate and up-to-date from the moment a lead comes in.