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Applied Announces Epic Conductor, All New AI Platform in Applied Epic. Explore More

For Brokerage Owners

Automate the work your brokerage still does by hand

Policy detail arrives by download, ready for you to confirm. Renewals build from the history your brokerage already keeps.

Ditch the paper files once and for all

Brokerages have carried a lot of paperwork for a long time. When systems are fragmented, that paperwork gets retyped, checked and passed along by hand. Every retyped field is a chance for an error. The repeat work takes time away from advising clients, and new hires have to learn every workaround nobody wrote down. Applied Epic® builds AI for insurance brokers into the work itself. Personal lines policy details arrive via insurer download; renewal comparisons are assembled from the history you already keep; and AI reads direct bill and agency bill statements in any format and flags the exceptions, with your team confirming each result. Fewer errors reach the client, your team gets time back for advice, and new hires learn the client instead of the workarounds. 

Where the automation runs

Automation works against the roles, permissions, and client details your brokerage already set up, so nothing has to move first.

Approve the work that an AI agent has already done

An automated step compares a renewal or drafts a reply, and a person signs off on the result.

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See where every submission stands

Every submission and carrier response sits on the client account, so you check status in one view.

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Take an insurer statement in any format

Statements arrive as PDFs, spreadsheets, download files or scanned paper, and every line matches to your own transactions.

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Find the next sale before the first call

Public business data becomes a risk profile on a prospect, naming the exposures worth a call.

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What customers are saying

We were on so many disparate systems with different ways of doing processes… being on one unified platform has really helped us drive operational efficiency.

Maggie Lewis Vice President of Enterprise Applications HUB International

The resources that come with Applied Epic are a substantial difference from what we had. We needed to be brought into the 21st century.

Samantha Earp Operations Manager Chalk & Gibbs Insurance

Frequently asked about broker automation

On the work that repeats and doesn’t require judgment. That’s work like assembling renewal comparisons, drafting client correspondence and matching commission statements. All of these are high-volume tasks with output that’s easily checkable.  

AI for insurance brokers struggles where the work is genuinely different every time. Start where the pattern is stable.

Mostly to prepare work rather than to finish it. A policy downloads and its details land on the account; a renewal comparison is assembled from the history already there; an inbound email arrives summarized. 

In each case, a person reviews the result before it counts. AI does the assembling, not the deciding.

No, and any brokerage platform that claims otherwise should be treated carefully. Every automated step runs under the roles and permissions your brokerage already set, and a person approves the outcome before it lands. 

What changes is what the day is made of. The preparation arrives done, and the judgment stays with your staff.

Less than most people expect, if the automation runs inside the system the brokerage already uses. It works against the roles, permissions and client details already in place, so there’s no migration to complete first. 

What needs attention is agreeing on who reviews what. Automation without a named reviewer just relocates the problem.

Go deeper on broker automation

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Automate the repeat work first

Your brokerage keeps running the way it runs. The work that used to arrive blank starts arriving done.

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