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Epic Conductor Financial AI Automation
Get paid sooner on every policy you bind
Epic Conductor AI handles insurance accounting at the policy level, from the quote to financing to payments and reconcilliation. Your accounting team reviews only what doesn’t match and takes month end from days to hours.
Manual accounting delays the cash your agency has earned
Manual accounting slows the cash flow your agency has earned - and taxes your cost structure
Billing starts from the insurer document, so when invoices go out days after binding, every one of those days is money earned but not collected. Most insurers put statements behind a portal login, which means more hours lost each week to collecting, processing, and reconciling transactions, or costly outsourcing and third-party tools that add complexity instead of removing it. Epic Conductor's Financial AI Automation now automates the billing to reconcilliation lifecycle, taking out the retrieval, rekeying, reconciling minutia at the policy line level so you can run a more lean team while making sure you get paid on time.
Your accounting team keeps up as the book grows
Your team spends its time on exceptions, and cash posts to the policy it belongs to.
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90%
Fewer reconciling hours
With a 90% match rate from matching on multiple attributes.
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99%
Extraction accuracy
On key statement columns across 90+ major carriers, with no user mapping.
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7 of 10
Steps run unattended
Across quote to cash, with your accounting team confirming or reviewing exceptions.
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Days
Out of the cycle
Between binding, invoicing and getting paid, with cash settling automatically.
Put AI on the accounting work behind every policy
Applied Epic uses AI to retrieve carrier statements, match each line to your transactions and book billing from the carrier document. Your accounting team confirms the results and reviews the exceptions.
Recon
Review only the lines that didn’t match
Statements arrive in every format imaginable – PDFs, spreadsheets, CSVs, even paper – often containing thousands of records. AI ingests, extracts, matches, and reconciles commission statements with speed and accuracy.
Billing
Invoices sent soon after binding
Billing starts over from the carrier document, and every day between binding and billing is money earned but not collected. Applied Epic books the transaction and sends the invoice with a payment link and financing options.
More from Epic Conductor
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AI built into Applied Epic
Every automation follows your Applied Epic roles and permissions and records what it does in the audit trail. Epic Conductor also takes on servicing and accounting work.
Explore Epic Conductor -
A new era of commercial risk trading starts inside Applied Epic
Connected trading handles commercial new business and remarketing. Your team builds each submission once, and connected carriers quote straight into the client account.
Explore connected trading -
Your servicing team reviews the work instead of keying it
Operational automation reads policy documents, checks issued policies and drafts certificates in Applied Epic, from issuance to claims.
Explore operational automation
Go deeper on Epic Conductor
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Blog
From System of Record to System of Action
What changes in daily agency work when the AMS does the routine steps?
Read Now -
Blog
How Tate Insurance Group Made AI Adoption Mandatory
How one agency made AI part of every commercial renewal review.
Read now -
Product Video
The AI-Powered Reconciliation Solution Agency Finance Teams Need
The reconciliation workflow agency finance teams run with AI in Applied Epic.
Watch now
Start with the work you repeat most
Pick one workflow and one team. Epic Conductor runs it inside Applied Epic, and you decide when the next one starts.