Tarmika to Epic Integration Admin Guide

Please follow the steps below to utilize Scenario 2 of the Epic + Tarmika integration. Scenario 2 allows for an agency to begin their workflow within Tarmika and push Account level data into Epic to create an Account.

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
• The Agency must be configured within Epic under Configure>User Options>Field Defaults and set up default under “Client Add Workflow”

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

• Agency must add in a new Activity Code T_AA into Epic Activity configurations
• Configure>Activity>Codes to add the Activity Code – setup the “Basic Settings” for this new code
• If this Activity code is not added into Epic, the Account will still be able to transfer, an associated Activity will just not be created.