Applied Epic evaluation
Decla for Applied Epic
Before evaluating Decla with Applied Epic, identify the exact interface, agency access and operation you need. A working connection or documented method does not establish a completed agency task.
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Discuss your Epic interface and taskOn this page
What is established here
Decla is an AI workforce for insurance agencies working across existing connected tools and agency processes. Exact Decla Epic reads, writes and approval behavior have not been verified for this page. Provider documentation below establishes access and interface facts, not Decla operation availability. Sources checked October 5, 2026.
Name the interface and access requirements
Applied’s Dev Center describes RESTful APIs and a production-application request after testing. Approval precedes creation of production credentials; the request includes enterprise ID and Epic database name. [A1]
The Dev Center tutorial uses an app’s Client ID/API Key in a mock environment after API products are enabled. That mock instruction does not establish your production authentication, permissions or agency connectivity. [A2]
Applied’s December 18, 2025 overview lists Applied Epic, an SDK-API license and a utility purchase/license as prerequisites. Confirm the applicable current terms with Applied for your agency and proposed integration. [A3]
The publicly accessible 2023.1 SDK reference includes both SDK REST and SOAP sections. Its SOAP authorization documentation requires database name and authentication key; contact methods include separate reads and changes. Identify the actual service and version, rather than assuming every REST endpoint belongs to the Dev Center. These are versioned references, not confirmation of today’s deployed SDK or terms. [A4, A5, A7]
Sources
- A1 — Applied Dev Center overview — accessed
- A2 — Applied Dev Center tutorials — accessed
- A3 — Applied API access overview — accessed
- A4 — SDK authorization and auditing — 2023.1 reference — accessed
- A5 — SDK contact methods — 2023.1 reference — accessed
- A6 — SDK Get_Contact — 2023.1 reference — accessed
- A7 — SDK reference index — 2023.1 — accessed
Access is one boundary; execution is another
Agency task
Define the agency task, record and owner.
Exact interface and access
Select the exact interface: Dev Center REST or a named SDK service/version. Confirm its agency access and permitted operations.
Observed operation
Observe the requested read or separately authorized change in Decla; retain output and exceptions.
Review and result
Verify review/approval and readback where relevant. Provider access alone does not complete steps 3–4.
Verify each operation separately
| Evaluation item | Provider documentation | Decla status here | Evidence to request |
|---|---|---|---|
| Dev Center access | Testing precedes production application approval and credentials. [A1, A2] | Exact enabled API products, production authentication and agency access: unverified. | Approved app/environment, target database, permitted API products and one authorized result. |
| SDK access | 2023.1 authorization requires database name and authentication key. [A4] | Exact SDK service, version and agency authorization: unverified. | Applicable license/access confirmation and dated result from the named service; no secrets in evidence. |
| Account contact read | SDK Get_Contact filters contacts and returns paged results. [A6] | Contact lookup, correct-account mapping and complete pagination: unverified. | Known test-account ID, filter, returned record references and all expected pages. |
| Contact change | SDK lists Insert_Contact and Update_Contact separately from Get_Contact. [A5] | Insert/update fields, review and persistence: unverified. | Separately authorized field change, approval evidence, operation result and readback. |
| Attachment retrieval | Applied’s overview describes client-account attachment retrieval. [A3] | Exact attachment operation, file return and account linkage: unverified. | Approved sample file, selected account/attachment references and actual returned file. |
Sources
- A1 — Applied Dev Center overview — accessed
- A2 — Applied Dev Center tutorials — accessed
- A3 — Applied API access overview — accessed
- A4 — SDK authorization and auditing — 2023.1 reference — accessed
- A5 — SDK contact methods — 2023.1 reference — accessed
- A6 — SDK Get_Contact — 2023.1 reference — accessed
- A7 — SDK reference index — 2023.1 — accessed
Test an account contact lookup before a change
Illustrative evaluation using synthetic data—not a Decla result. An account manager asks for the contacts on fictional account EP-TEST-41 before preparing outreach. For the named SDK Contact_2017_02.Get_Contact method, the fixture contains 11 known synthetic contacts, C01–C11, across two response pages: 10 on the first and one on the second, consistent with its documented 10 contacts per page. [A6] No email or record change is authorized.
Ask the demo owner to confirm the named SDK service/version and account filter. Compare the returned account reference and every expected identifier C01–C11 with the fixture; require 11 unique contacts, both pages and completion evidence. Retain each requested page number, returned count, total-page/completion metadata, output and task date. A role label alone is not evidence of a person’s identity.
If only the first page returns, the task is incomplete. If access is denied or the account does not match, stop and return the unresolved item to the account manager; do not substitute a similar account. The intended output is a reviewable contact list with source references and explicit exceptions.
An update is a second test: agree the specific field and reviewer, obtain separate authorization, then require the operation result and readback. A successful contact read does not prove a write. No carrier outreach, policy change or coverage conclusion follows from this example.
Prepare an interface-specific discussion
Bring the task, target record type, required fields and existing Epic access arrangement to the discussion. Have the agency’s Epic administrator confirm current interface/licensing prerequisites; have the product/demo owner demonstrate only the proposed operations in an authorized test environment.
Keep secrets and customer records out of a sales brief. Request redacted evidence identifying the interface, date, task, output, approval boundary and failure behavior. Catalog entries, source code and connection indicators cannot substitute for that evidence.
Frequently asked questions
Can Decla work with Applied Epic?
Decla connects to Applied Epic. Before evaluating it, identify the exact interface, agency access and operation you need: a working connection or documented method does not establish a completed agency task.
We’re on Applied Epic. Is there an extra cost?
Applied charges agencies its own fee for API access to Epic. That fee is between your agency and Applied, not Decla. Some agencies already have API access; others need to request it. You can start with email, document and carrier portal workflows while the Epic connection is set up.