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Manage users, app access, and the agency snapshot
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Agency Snapshot (Epic SDK)
The snapshot walks every active producer's book in Epic, fetches all line-level data in the expiration window, and indexes by line-producer so user syncs return their actual book (including policies where they're on a line but not the client-level producer). Runs automatically every night at 02:00 Mountain. Manual refresh takes 20–40 minutes.
StartedStatusClientsPoliciesLinesWindowCompleted
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