---
title: 'Applied Epic + Genesys'
url: 'https://www.staging38.commercient.com/product/applied-epic-genesys/'
date: '2026-06-19T09:57:17-04:00'
modified: '2026-06-19T09:57:17-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Applied Epic to Genesys, giving your team access to Applied Epic data directly within Genesys. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Applied Epic and Genesys, surfacing ERP customer, order and invoice data inside Genesys for support teams. This gives support teams complete customer context without switching to the ERP mid-ticket.

## What syncs

- Display Applied Epic Invoices Inside Genesys Tickets
- Access Applied Epic Sales Orders from Genesys
- Sync Applied Epic Items to Genesys for Ticket Context
- Update Applied Epic Customers from Genesys Account Data
- View Applied Epic Payments Status in Genesys Tickets
- Sync Applied Epic Customer Account Status to Genesys

## Why Commercient

### Order and invoice history

Display Applied Epic Sales Orders, Invoices and Payments inside Genesys tickets so support agents can resolve billing and order queries accurately from the support platform.

### Product and account data

Access Applied Epic Items and account status from Genesys so support teams can answer product, pricing and order questions with current ERP data.

### Support and service management

Keep Applied Epic Customers records aligned with Genesys so support teams always work with accurate account information when handling customer inquiries.

### Billing query resolution

Surface Applied Epic Invoices, Credit Notes and Payments inside Genesys tickets so agents can resolve billing disputes, refund requests and payment queries without switching systems.

## About Applied Epic

Applied Epic is agency management software for commercial insurance brokers, managing policies, clients, renewals, commissions and carrier relationships.

## About Genesys

Genesys is a cloud contact centre and customer experience platform, managing inbound and outbound calls, chat, email, IVR, workforce management and customer journeys.

## Frequently asked questions

### Can Applied Epic order and invoice data appear inside Genesys Tickets?

Yes, Commercient can surface Applied Epic Sales Orders, Invoices and Payments data inside Genesys Tickets so support agents can resolve billing and order queries accurately without ERP access.

### Can Applied Epic Customers sync to Genesys customer records?

Yes, Commercient can sync Applied Epic Customers to Genesys so support agents work with accurate and current account information when handling customer inquiries. Exact mapping and frequency are configured per project.

### How often does the Applied Epic and Genesys integration sync?

Commercient typically runs on a scheduled sync, with frequency configurable based on business requirements. Near-real-time options depend on system capabilities and project scope.

### Can Applied Epic Credit Notes data appear in Genesys for refund and dispute handling?

Commercient can surface Applied Epic Credit Notes data inside Genesys so agents can verify credit note status and return authorisations when handling customer disputes and refund requests.

### Can Applied Epic Items data be accessed from Genesys tickets?

Yes, Commercient can sync Applied Epic Items data to Genesys so support agents can reference product details, specifications and order history when answering customer product queries.