United States
Canada (English)
United Kingdom
Ireland
Credible first conversations
Every producer walks into a new business meeting with the same data-backed picture of the business.
Applied Epic®
Know enough about the business to ask the right questions
Thousands of public sources become one profile for any business you are pursuing. You know what it does and where the risk sits before you call.
Account research takes hours per prospect
Knowing a commercial account well enough to ask the right questions takes hours you don't have. Research runs across dozens of sources and takes three to four hours per prospect.
Book Builder builds the profile from public data instead, so every prospect gets a review before the first conversation.
Key benefits
What automated risk research changes for your producers
Consistent prospect qualification
Producers and branches qualify new business from the same data and the same workflow rather than each building their own.
Newer producers up to speed
The profile explains what to recommend and why, so any level of producer can lead the coverage conversation.
New business outside your footprint
A profile on any business by name and address makes prospecting remote accounts practical without a visit or a local contact.
Know the business before you make the first call
How it works
Build a risk profile from public data
Pull business details from thousands of public sources into one profile, classified against a Canadian rulebook. Reduce days of works to minutes.
Get account rounding opportunities surfaced immediately
Audit an accounts business details against public data and get detailed insights on potential coverage gaps. Quickly spot account rounding opportunities with clear traceability to source knowledge.
Easily get team members up to speed
Summarize what to recommend and why, so a newer account manager can lead the conversation. Dont rely on just instituional knowledge.
Request a profile by email and prospect at volume
How it works
Send a business name and address by email
Email up to ten businesses to your registered Book Builder address, and each returns as its own report.
Quote from the profile you already built
Feed the risk detail into the submission, so the quote starts from existing information. Less typing and a stronger client experience.
Get the risk profile report in English or French
Choose your language on each request and receive the risk profile report as a PDF, keeping you in compliance while making it easy to attach to the account or send on.
Key features at a glance
A recommendation is only useful if it fits the industry and reaches the right producer.
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Canadian coverage rulebook
Industry classification and suggested coverages follow Canadian market specific rules
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Industry-specific hazard detection
AI names the hazards behind what a business does, e.g. happy hour at a restaurant, and you decide.
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Insurance logic, not lead scoring
Suggestions come from underwriting logic, with cited public evidence behind each recommendation.
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Profile versioning
Run a profile on demand and keep every earlier version, so nothing gets silently overwritten.
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Admin-controlled access
A brokerage admin registers the email domains allowed to request profiles, so requests stay with approved staff.
AI automation built into Applied Epic
Epic Conductor puts AI to work across the assembly line of insurance, wiring together workflows in placement, servicing, accounting, and renewals to take manual, redundant work out of your day. It runs directly inside Applied Epic, using the data, records, and permissions you already have set up. Your team hands off the rekeying and searching, and spends more time growing the top line and doing the advisory work you know best.
What customers see from Book Builder
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4-5
hours saved
Berkeley & Company cut manual research entirely and now reviews every account at renewal.
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30–60
minutes cut
Tate Insurance Group builds every new business quote straight from its profile.
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~$350,000
net new premium
Tate Insurance Group wrote net new premium in new markets using Book Builder.
Frequently asked about Book Builder
Book Builder is a commercial risk-intelligence capability in Applied Epic that turns public business data into account-specific coverage and growth insights. It builds an enriched risk profile from thousands of public sources, then compares it against existing policies to show where an account is underinsured or ready to round out.
Yes. The risk attributes come from underwriting logic and include NAICS-specific hazards, applied through a Canadian rulebook. What Book Builder surfaces is coverage guidance – which coverages a business should carry given what it actually does – rather than a generic score. Every suggestion carries a link to the public source that triggered it.
Yes. It builds a full business profile from just a name and address, so prospecting outside your own region works without a site visit or hours of manual research. Reports come back in either English and French, so a brokerage in Ontario can pursue a Quebec account.
Most profiles return within about five minutes, with a 24-hour maximum. You send up to ten businesses in one email and each is processed separately, so a producer can request a morning of prospects at once and have the reports before the first call.
Ready to find the growth you’re missing?
See how a full risk profile turns an out-of-reach prospect into a quote you can build.