Epic to Tarmika Integration Admin Guide

Follow the steps below to set up the Epic/Tarmika integration

Required

• Employees must have an Employee Code associated with their account under Configure>Security>Users
• The email address used for the Tarmika login must match what is listed in the Email 1 section of the Epic employee file

Security Rights

• Configure>Security>Users/Security Groups
• Highlight the User/Security Group, click the Pencil to access edit mode
• On the Program Access tab, select Area: Insured Clients, Sub-Area: Tarmika, and Grant permission
• Also on Program Access, select Area: Prospective Clients, Sub-Area: Tarmika, and Grant Permission
• Click Finish
• Affected users should exit/re-enter Epic to see the change
• Users can now access Tarmika from the Navigation panel at the Account or Policy level, and can select Remarket with Tarmika in Renewals Manager!

Activity Settings

• A new system event for Tarmika Quote Started has been added to Configure>Activity>Events and will automatically generate the @TQS activity code in the background each time a user initiates the Tarmika option from within Epic
• We recommend leaving this as an automatic background Activity in the system in order to generate usage reports related to Tarmika quoting