Hivi-X with Applied Epic intake stack Ontario

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

Does Hivi-X integrate with Applied Epic?

There is no live API sync. Workflow is export PDF from Hivi-X and attach or upload into Epic — same as many brokerages already do with email attachments.

Should producers enter documents only in Epic?

Epic is typically the system of record for the policy and often stores documents once received. Client-facing collection and missing-item tracking still work better on a named checklist before bind.

Can CSRs use the same checklist?

Yes. Co-agent access and reusable templates standardize intake across producers and CSRs.

Is guest link PIPEDA-friendly?

Hivi-X is Canadian-hosted with AES-256-GCM encryption. Your brokerage still owns consent and retention policies — confirm with your principal broker and counsel.

Does Hivi-X replace Epic activities?

No. Log bind steps and diary items in Epic. Hivi-X handles document chase visibility.

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