Answering Blind
A call comes in and your team has no idea if it's a client on a renewal, a claims enquiry, or a new business lead โ until they've already said hello.
APPLIED EPIC ยท 3CX
Connect your 3CX phone system to Applied EPIC and your team will know who's calling before they pick up, log every call automatically, and click to dial from any client, policy, or claim record.
Microsoft Solutions Partner โข UK-based support โข ISO 27001 certified
The Daily Friction Your Team Shouldn't Have To Deal With
These are the problems insurance brokers and agencies tell us about before they connect 3CX to Applied EPIC.
Manual Call Logging Is Eating Time
After every call, someone opens Applied EPIC, finds the client or policy, and types up what was said. That's 5โ10 minutes of admin per call, multiplied across your whole team, every day.
Constant Tab-Switching
Account managers and CSRs juggle the phone, Applied EPIC, email, and a notepad on every call. Every switch costs focus and details fall through the cracks.
Call Data Invisible to Management
You can't see how many calls are being made, which clients or renewals are being followed up, or whether service levels are being met โ because the data lives in the phone system, not Applied EPIC.
Key Features Of The Applied Epic & 3CX Integration
Every feature below works with 3CXโdesk phones, 3CX Web Client, and the 3CX mobile app.
01
Automatic Call Logging
Every inbound and outbound call is automatically logged against the matching Applied EPIC client, policy, or claim โ timestamp, duration, direction, and outcome. No manual entry. No missed interactions.
02
Live Screen Pops on Inbound Calls
The moment a call arrives, Applied EPIC opens the caller's record showing their policies, renewal dates, claims, and communication history. Your team knows who's calling and why before they say a word.
03
Click-to-Call From Any Applied EPIC Record
Dial any client or contact directly from their Applied EPIC record with one click. No mis-dials, no copy-pasting โ just click and the call connects through 3CX.
04
Caller Identification for Unknown Numbers
When a call comes in from a number not yet in Applied EPIC, your team is alerted. A new contact can be created on the fly or the number enriched while still on the call.
05
Call Recordings Linked to Applied EPIC
Recordings are attached to the call log in Applied EPIC. Managers can review conversations, resolve disputes, and coach your team โ all without leaving the agency management system.
06
Task & Follow-up Creation
Create follow-up tasks, renewal reminders, or callback notes in Applied EPIC directly from a call so nothing is left to memory and every client commitment is tracked.
07
Missed Call Alerts With Applied EPIC Context
When a call is missed, your team gets an alert that includes the caller's Applied EPIC record so they know immediately who it was and whether a quick callback is needed.
08
Works Across Office & Remote Staff
Whether your team is in the office, at home, or on the move, the integration works the same via 3CX web client and mobile app. Screen pops and call logging follow the user, not the desk.
Built For Every Role In Your Team
From consultants to operations: screen pops, call logging, and click-to-call work the same for everyone.
01
Sales & Business Development
See contact and deal context the moment the phone rings. Click to call from the contact record. Every call logged automatically โ no post-call admin.
02
Customer Success & Support
Instantly see whether an inbound call is from an existing contact, a lead, or a new enquiry โ and what they're linked to in ActiveCampaign. Log calls and follow-ups without leaving the platform.
03
Sales Managers & Team Leads
Every call, catch-up, and follow-up is logged against the right record. Missed calls are flagged with full ActiveCampaign context so nothing slips.
04
Revenue Operations
See call activity inside ActiveCampaign. Track who's being contacted, review recordings when needed, and measure team performance without chasing spreadsheets.
Why us
How We Set It Up: From Demo To Go-Live
We handle the full integration. You don't need an in-house developer or IT team.
01
Discovery Call (30 min)
We review your 3CX setup, your ActiveCampaign usage (contacts, campaigns, workflows), and what you want to automate. We confirm compatibility and set a clear timeline.
02
Integration & Configuration
We connect 3CX to Applied EPIC and configure screen pops, call logging fields, click-to-call, contact sync, and any task-creation rules.
03
Testing & sign-off
We test inbound calls from known contacts, unknown numbers, missed calls, outbound calls, and remote/mobile: verifying every log entry in Applied EPIC before sign-off.
04
Training & handover
We walk your team through the new workflow. Most teams are confident within an hour. We provide a quick-reference guide for new starters.
05
Ongoing Support
Our UK-based team is available after go-live. We monitor 3CX and Applied EPIC for updates that could affect the integration and handle them before they become your problem.
What you need to get started
3CX Phone System
Works with 3CX on-premises, cloud-hosted, or 3CX StartUP. Any deployment model is supported โ we'll confirm your setup on the discovery call.
Applied EPIC Account
You'll need an Applied EPIC account with API or integration access enabled. We handle the connection and configuration from there.
3CX Web Client or Mobile App
Required for click-to-call and screen pops. Desk phones are also supported for inbound caller identification and call logging.
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FAQ
3cx Applied Epic questions
Does Applied EPIC support phone system integration?
Yes. We connect Applied Epic to your 3CX phone system through a custom integration, so every call links to the right client. You get real-time contact sync, automatic call logging, screen pops and click-to-call, captured in Applied Epic.
Which phone systems work with Applied EPIC?
We specialise in connecting 3CX to Applied Epic, which suits insurance brokers and agencies handling client and policy calls. On a different phone system? Tell us what you run and we'll explore custom options.
Which Applied EPIC features does the integration support?
It works with your Applied Epic clients, policies and accounts. We link screen pops, call logging and click-to-call to the records your team uses, so each client call lands against the right policy.
How long does setup take?
Most Applied Epic and 3CX integrations go live within one business day. We configure and test everything, so it never turns into a big IT project for your agency.
Will existing Applied EPIC data be affected?
No. The integration only adds new call logs and activity. Your existing Applied Epic clients, policies, accounts and history stay exactly as they are.
Does it work for remote and mobile staff?
Yes. As long as your team uses the 3CX web client or mobile app, screen pops and call logging work the same from home or out of the office. The integration follows the user, not the desk.
What if we change phone systems later?
Your Applied Epic data and call history stay in Applied Epic. If you ever move off 3CX, we'll help you reconnect a new phone system so you keep continuity.
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LET'S FIX IT TOGETHER
We'll review your current setup, call volumes, and team needs โ then recommend the right solution with a clear plan and no disruption to your business.
0333 370 7000
Mon-Fri 8am-6pm ยท 24/7 for managed clients
[email protected]
Response within 1 business day, guaranteed
United Kingdom
UK-based team, since 2012
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