Your Applied Epic Data
Is a Goldmine. Start Mining It.
AI-powered analytics, predictive insights, and workflow automation — built exclusively for independent insurance agencies.
No credit card required. Explore with demo data instantly.
Three Pillars of Agency Intelligence
Everything your agency needs to grow smarter
From raw data to actionable intelligence to automated workflows. One platform, purpose-built for Applied Epic.
Data Lake & Real-Time Dashboards
Turn your static Applied Epic data into a live, interactive analytics platform. No more exporting spreadsheets.
- Sync your Applied Epic data automatically every 15 minutes
- 10+ pre-built dashboards: retention, revenue, pipeline, producer performance
- No more static Epic reports -- live, interactive, filterable
AI-Powered Intelligence
Go beyond reporting. Predict what will happen next and know exactly which clients need attention.
- Retention risk scoring -- know which clients might leave before they do
- Cross-sell predictions -- AI identifies coverage gaps and upsell opportunities
- Revenue forecasting -- see where your agency is heading
Workflow Automation
Eliminate repetitive tasks that consume your team's day. Set it and forget it.
- COI request processing in minutes, not hours
- Renewal pipeline automation -- never miss a renewal
- Endorsement workflows, claims intake (FNOL)
- Trigger-based: set it and forget it
Deep Integration
Purpose-Built for Applied Epic
Not a generic connector. We understand Epic's data model, API structure, and agency workflows at a deep level.
Clients
All client records, contacts, and demographics
Policies
Active, expired, and pending policies with coverage details
Contacts
Contact information linked to clients and policies
Attachments
Documents, COIs, endorsements, and dec pages
Activities
Tasks, notes, and activity history from Epic
Commissions
Revenue, commission schedules, and carrier payments
Claims
Open, closed, and pending claim records
Auto-sync interval
Connect in Under 1 Hour. No IT Department Needed.
Enter Your Epic API Credentials
Provide your Applied Epic API URL and key. We guide you through getting them.
We Test & Validate the Connection
Our wizard tests the connection and verifies data access in real time.
Data Syncs Automatically
Your data flows into 5G Vector every 15 minutes. Dashboards light up immediately.
Why 5G Vector
Not another CRM. A data intelligence platform.
Understand exactly how 5G Vector is different from what you may have tried before.
We are a data platform, not a CRM
InsuredMine and AgencyZoom are CRMs that happen to have dashboards. We are a data lake and AI engine that delivers intelligence you cannot get from a CRM.
- Full data lake architecture
- Predictive AI models
- Cross-sell engine with scoring
- Custom analytics on your data
- Contact management focus
- Basic reporting dashboards
- Sales pipeline tracking
- Marketing automation
Self-service, not BPO
Selectsys uses people to process your work. We give you the tools to own your automation. No dependency on outsourced staff.
- You own your automations
- Runs 24/7 without staffing
- Transparent per-workflow pricing
- Instant setup, no onboarding delay
- People-dependent processing
- Outcome-based pricing (opaque)
- Dependent on their team capacity
- Longer ramp-up time
Predictive AI, not just reporting
We do not just show what happened. We predict what is likely to happen -- churn risk, cross-sell probability, revenue forecast -- and recommend specific actions.
- Retention risk scoring per client
- Revenue forecasting models
- AI-recommended next actions
- Coverage gap detection
- Historical KPI reporting
- Static role-based dashboards
- No predictive capabilities
- Expensive add-on to Epic
Simple, Transparent Pricing
Choose the plan that fits your agency
21-day free trial on every plan. No credit card required.
Cancel anytime.
Essentials
Get your data out of Epic and into actionable dashboards.
Up to 5 users
What's included
- Data Lake sync from Applied Epic
- 10 pre-built dashboards
- Basic reporting and exports
- Email support
- 15-minute auto-sync
- CSV/Excel export
Professional
Add AI intelligence and workflow automation to your agency.
Up to 15 users
What's included
- Everything in Essentials
- AI Analytics engine
- 5 workflow automations
- Cross-sell engine with scoring
- Retention risk alerts
- Priority support
- Onboarding call included
Enterprise
Full predictive AI platform with unlimited automation.
Up to 30 users
What's included
- Everything in Professional
- Predictive AI models
- Unlimited automations
- Custom dashboards
- API access
- Dedicated CSM
- White-glove onboarding
- Custom report builder
All plans include a 21-day free trial with synthetic demo data pre-loaded.
Need a custom plan for 30+ users? Contact us.
Ready to unlock your agency's data?
Start your 21-day free trial. Connect your Applied Epic instance and see your dashboards light up in under an hour.