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Epic Conductor Operational AI Automation
Servicing that automatically keeps up as your book grows
Epic Conductor AI handles the information searching, data entry, comparisons, and checks against every policy and plan, so your team takes hours of wasted time out of their week to redirect to time spent on clients and new clients.
Servicing work grows with every account you add
Each account you add brings more documents to read, policies to check, quotes to compare, certificates to issue, endorsements to tackle, and claims to resolve. Every activity adds hours - just searching for information across your files and systems is eating up to five hours a week for each of your teammates. Tack on rekeying risk deatils and policy information, the hours wasted compound and you are sacrificing time spent on what you do best - advising and protecting your clients. Epic Conductor's Operational AI Automation now takes the searching from hours to minutes. It takes the hands off the keyboard of redundant typing. Your team conducts the operations now and adds the high value judgment and advice to keep your operations moving with less friction.
Your team services more accounts in less time
Account managers and CSRs spend the time on client conversations and the renewals that need a real review.
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45+ min
Back each day
Per team member, from time spent finding information across screens and documents.
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55 min
Saved per submission
With 100x fewer data entry errors from automated capture.
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30+ min
Saved per policy check
Depending on whether the policy is monoline or multi-line.
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70%+
Of risk detail populated
On commercial submissions, with 97% extraction accuracy from automated capture.
Put AI on the servicing work that takes the most time
Applied Epic uses AI to find answers across records and attachments, read policy and plan documents, check issued policies, compare quotes and draft certificates. Your team reviews each result before anything in the record changes.
Search
Answers from any screen
Staff spend about five hours a week looking for information that’s already in Applied Epic. Ask a question in plain language and immediately find matching accounts, policies, and attachments so you can immediately land on the answer to your question in seconds.
AutoFill
A complete policy record from the documents
For commercial policies that don’t come through carrier download, someone usually keys in the data by hand. AI now ingests new business, renewal and remarket documents like dec pages, binders, and endorsements to make sure your account records stay up-to-date to feed other workflows across the policy lifecycle. You conduct the process and choose what data stays and what gets updated.
AutoFill
Plan data entered once
Plan details sit in carrier summaries and rate sheets, and someone keys them in again every renewal. AI reads those documents and fills out the account plan details so your system of action is working from the latest information. No time spent referencing the plan documents or typing it in Epic.
Policy Checking
Every policy checked, with a record of the check
Bound policies run 300 to 500 pages, and most agencies check only part of the policies in their book that don't create too much work. Applied Epic compares the issued policy with the quote, submission and expiring policy, and calls out the differences line by line - plus creates a summary per check - to identify differences in minutes. Hours saved and E&O handled.
Quote Compare
Side-by-side quotes linked to each carrier’s document
Every carrier puts coverages in a different place on its form. Applied Epic lines up coverage, limits and price across the quotes and links each difference back to its source. We'll handle the nuances and make the side-by-side simple in minutes.
Certificates
Certificates drafted from current policy data
Certificate requests arrive all day, and a mistake lands with a landlord, lender or contractor. AI picks up the request, confirms coverage, identifies gaps and requests endorsements, and completes the certificate request. All activities human approved, tracked and auditable.
Book Builder
A real review for every renewal
Building a business risk profile for a prospect or even for a customer to see what coverage gaps could exist takes hours to research and is usually an overlooked exercise. AI can scrape public data to surface these sales insights in minutes, and built into Epic, you can track the suggested coverages and cross-sell efficiency.
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 -
Follow each transaction from the carrier document to the bank
Financial automation handles insurance accounting at the policy level, using the same policy records the rest of the agency works in.
Explore financial 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
See operational automation on your own book
See a policy document read into the record, checked against the quote and ready for your team’s approval in Applied Epic.