Applied Epic
      Back to home
      1. Bluewire Help Center
      2. Integration
      3. Applied Epic

      How to integrate a Bluewire Client Portal Subscription Quote into your Applied Epic system.

      Are you looking to offer the Bluewire Client Portal Subscription to your clients at renewal? This article explains the steps to add the Bluewire Client Portal Subscription quote into your Applied Epic system.

      The integration is designed to streamline the inclusion of Bluewire's Client Portal Subscription into your proposal at renewal. As the form is opened, the Agent or Producer will be greeted with two pop-up screens, requesting input.  First, they are prompted to enter the Insured's DOT #:

      Bluewire Template Pop-Up - DOT

      Next, they are prompted to enter the Insured's Truck Count or Power Unit count.

      Bluewire Template Pop-Up - Truck Count
      Both the DOT # and Truck Count values entered into the pop-ups will be inserted into the template in the appropriate locations. 

      The only other two fields that need to be filled in are the First Name and Last Name of the Insured's Contact. These fields can be automatically integrated, but many of our customers leave this blank, as they want the opportunity to confirm appropriate contact is listed.

       

      STEP 1:Download The Template

      1. Click here to download the Bluewire Client Portal Subscription Quote Template.

      STEP 2: Import The Template Into Your System As A Template Document

      1. The Template should be located under Policy > Summary/Proposal Templates

      STEP 3: Add System Fields To Your Template Document

      Notes:

      • You'll want to reference Diagram 1 - Quote Form Fields and Tables A-Z below, as a guide to properly setup your fields. 
      • To setup the fields, use the <F9> key to toggle "field view mode".
      • You will need the Epic Add-In installed in Microsoft Word.
      • If you need assistance configuring your template, the Applied support team is extremely helpful. They can be reached at 800.999.6512.

      1. In Microsoft Word, within the Ribbon, click the Add Ins tab.
      2. Click Applied 
      3. Click Data
      4. Click through to find the correct field
      5. Click Insert
       

      Diagram 1 - Quote Form Fields

      Bluewire Client Portal Quote 1v2

      Bluewire Client Portal Quote 2v2

       

      TABLES A - Z: FIELD TRANSLATION TABLES

      Each of the fields listed above in DIAGRAM 1, are described in an associated Field Translation Table below (A-Z). Please reference these tables, during integration, as the Descriptions, Values, and Formulas will help you establish the proper integration data points.

      Table A - Field A

      COMPONENT VALUE
      Description Your Agency's Name
      Value Your Agency's Name
      Formula

      This is static text that can be entered directly into the template


      Table B - Field B

      COMPONENT VALUE
      Description Submission Date
      Value MSSEFFDATE
      Formula { DOCVARIABLE MasterAccountMerge.Marketing.MarketingSubmissionDetail
      .MMSEffDate'1'16 }


      Table C - Field C

      COMPONENT VALUE
      Description Expiration Date
      Value MSSEXPDATE
      Formula { DOCVARIABLE MasterAccountMerge.Marketing.MarketingSubmissionDetail
      .MMSExpDate'1'14 }


      Table D - Field D

      COMPONENT VALUE
      Description Customer Legal Name
      Value NAME
      Formula { DOCVARIABLE MasterAccountMerge.Account.Client.MainBusContactInfo
      .Contact.Name*0*4 }


      Table E - Field E

      COMPONENT VALUE
      Description Street Address 1
      Value ADDRESS1
      Formula { DOCVARIABLE MasterAccountMerge.Account.Common.Address.Address1 *0*7 }


      Table F - Field F

      COMPONENT VALUE
      Description Street Address 2
      Value ADDRESS2
      Formula { DOCVARIABLE MasterAccountMerge.Account.Common.Address.Address2 *0*8 }
       

      Table G - Field G

      COMPONENT VALUE
      Description City
      Value CITY
      Formula

      { DOCVARIABLE MasterAccountMerge.Account.Common.Address.City *0*9 }


      Table H - Field H

      COMPONENT VALUE
      Description State
      Value STATECODE
      Formula { DOCVARIABLE MasterAccountMerge.Account.Common.Address.StateCode  *0*10 }


      Table I - Field I

      COMPONENT VALUE
      Description Zip Code
      Value POSTALCODE
      Formula { DOCVARIABLE MasterAccountMerge.Account.Common.Address.PostalCode  *12*11 }
       

      Table J - Field J

      COMPONENT VALUE
      Description Phone Number
      Value NUMBER
      Formula { DOCVARIABLE MasterAccountMerge.Account.Common.PhoneNumber*6*12 }


      Table K - Field K

      COMPONENT VALUE
      Description Your Agency's Name
      Value Your Agency's Name
      Formula This is static text that can be added directly into the template


      Table L - Field L

      COMPONENT VALUE
      Description Your Agency's City
      Value Your Agency's City
      Formula This is static text that can be added directly to the template
       

      Table M - Field M

      COMPONENT VALUE
      Description Your Agency's State
      Value Your Agency's State
      Formula This is static text that can be added directly to the template


      Table N - Field N

      COMPONENT VALUE
      Description Motor Carrier FMCSA Name
      Value NAME
      Formula { DOCVARIABLE MasterAccountMerge.Account.Client.MainBusContactInfo
      .Contact.Name*0*4 }


      Table O - Field O

      COMPONENT VALUE
      Description DOT #
      Value This field references a manual input field located on a pop-up window
      Formula { ASK DOTNumber "Enter Insured's DOT # (example: 1234567)" \*MERGEFORMAT }{ REF DOTNumber }
       

      Table P - Field P

      COMPONENT VALUE
      Description MCS-150
      Value This field references a manual input field located on a pop-up window
      Formula { ASK truckcount "Please Enter The Truck Count" \*MERGEFORMAT }
      {REFtruckcount}


      Table Q - Field Q

      COMPONENT VALUE
      Description Monthly Total - Bluewire Client Portal Subscription
      Value This is a calculated field
      Formula { ={ ={ REFtruckcount }*7}\#$#,###.00 }


      Table R - Field R

      COMPONENT VALUE
      Description <BLANK>
      Value <BLANK>
      Formula This field is intentionally left blank
       

      Table S - Field S

      COMPONENT VALUE
      Description Full Annual Payment Discount
      Value This is a calculated field.
      Formula { ={ ={ REFtruckcount }*1}\#$#,###.00 }


      Table T - Field T

      COMPONENT VALUE
      Description <BLANK>
      Value <BLANK>
      Formula This field is intentionally left blank


      Table U - Field U

      COMPONENT VALUE
      Description Monthly Payment - Monthly Total
      Value This is a calculated field
      Formula { ={ ={ REFtruckcount }*6}\#$#,###.00 }{ SETMONTHLY
      "{ ={ REFtruckcount }*6}" }
       

      Table V - Field V

      COMPONENT VALUE
      Description Annual Payment
      Value This is a calculated field
      Formula { ={ ={ REFMONTHLY }*12 }\#$#,###.00 }


      Table W - Field W

      COMPONENT VALUE
      Description Authorized Name
      Value DocuSign field
      Formula The name of the client representative authorized to sign this contract.


      Table X - Field X

      COMPONENT VALUE
      Description Title
      Value DocuSign field
      Formula The title of the client representative authorized to sign this contract
       

      Table Y - Field Y
      COMPONENT VALUE
      Description Date
      Value DocuSign field
      Formula The date this document is signed by the client representative authorized to sign this contract


      Table Z - Field Z

      COMPONENT VALUE
      Description Date
      Value DocuSign field
      Formula The signature of the client representative authorized to sign this contract