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Case Study

Blue Ridge Risk Partners Connects Applied Epic Data to HubSpot with BigQuery

Blue Ridge Logo
Cover photo representing Blue Ridge Risk Partners insurance and risk management operations

5

Epic objects synced into HubSpot via BigQuery

50
+

Policy and account fields mapped for segmentation

30
hrs

Monthly retainer established for ongoing optimization

DATA-DRIVEN MARKETING:

From Legacy AMS to Integrated CRM

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The Client

Blue Ridge Risk Partners is a large, independent insurance agency managing both commercial and personal lines across multiple branches. Despite having Applied Epic as its agency management system (AMS), the marketing team lacked usable access to policy, line, and renewal data inside HubSpot.

They engaged Aptitude 8 to design a data integration between Applied Epic → BigQuery → HubSpot, enabling their team to run segmented, automated campaigns based on client status, policy expiration, and churn indicators. The engagement also included Marketing Hub onboarding advisory and ongoing support through a retainer.

The Challenge

Epic Data Trapped: Client, policy, and line data lived in Applied Epic with no connection to HubSpot.

Manual Marketing Efforts: Without synced data, marketers relied on static lists and one-off campaigns.

No Segmentation or Triggers: Teams couldn’t target by policy type, expiration dates, or carrier.

Lack of Governance: Epic’s custom structure required significant data manipulation before syncing.

Limited Reporting: No dashboards existed to show quote conversions, remarketing ROI, or campaign attribution.

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Photo symbolizing Blue Ridge Risk Partners challenges with disconnected Epic and HubSpot data

The Solution

Integration Data Mapping

  • Built mappings for Line → Policy and Policy → Company associations
  • Scoped SQL models to sync up to 5 Epic objects and 50 fields
  • Delivered full property library and documented relationships

BigQuery → HubSpot Integration (via Hightouch)

  • Implemented sync pipeline from Applied Epic into BigQuery
  • Configured Hightouch to push structured data into HubSpot
  • Enabled dynamic segmentation on policy type, client status, branch, and expiration dates

Marketing Hub Onboarding Advisory

  • Guided team on list creation, form design, and persona segmentation
  • Established campaign structure leveraging synced Epic fields
  • Advised on compliance and best practices for consent logic

Training & Enablement

  • Provided checklists, documentation, and hands-on workshops
  • Onboarded marketing team to HubSpot’s forms, landing pages, and email tools
Photo representing Blue Ridge Risk Partners HubSpot Epic integration and marketing automation

The Outcome

Blue Ridge Risk Partners now runs data-driven, automated marketing campaigns powered by Epic data in HubSpot.

  • Integrated CRM & AMS — Epic client, policy, and line data synced in real-time via BigQuery
  • Segmentation Enabled — Marketers now target campaigns by policy type, carrier, and expiration dates
  • Improved Efficiency — Automated remarketing campaigns replaced manual list-building
  • Actionable Reporting — Campaign dashboards provide visibility into quote conversions and lead-to-client rates

Strategic Impact

  • Smarter Campaigns: Personalized outreach triggered by policy expirations and renewals
  • Operational Efficiency: Automated workflows replaced static list building
  • Visibility: New dashboards show ROI, conversions, and remarketing effectiveness
  • Long-Term Partnership: A8 established a retainer model for continuous improvements
5

Epic Objects

Contacts, accounts, policies, lines, and activities synced into HubSpot.

 

50+

Mapped Fields

Critical data points available for targeting and segmentation.

 

30hrs

Monthly Retainer

Ongoing support for optimization, training, and new use cases.

 

100%

Data-Driven Campaigns

Marketing now triggered by policy dates and churn codes.

 

The Tools

New Tech Stack

Marketing Hub applied_hp_logo Google Big Query hightouch logo

HOW WE SET YOU UP FOR SUCCESS

Next Steps

With Epic data now flowing into HubSpot, Blue Ridge Risk Partners is positioned for continuous optimization. Next steps include expanding segmentation strategies, enhancing reporting on marketing attribution, and building automated lead scoring models. With a monthly retainer in place, the agency benefits from ongoing advisory, technical support, and enhancements as HubSpot becomes the system driving its marketing maturity.





About Aptitude 8

Implement. Integrate. Optimize.

Aptitude 8 is a technical consulting firm that helps companies make their business process, and the tools they use to deliver it, a competitive advantage. In today's business environment, the experience your customers have when buying from you is just as important as what you're selling. We build it better.

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