Benefits metrics reports in Applied Epic now open with smarter default filters, track ownership at the team level and add premium and commission columns, so you see your book in real time without exporting to Excel.

Two benefits dashboards and five reports are now available to every benefits brokerage on Applied Epic. Principals get a clear view of the book, and account managers get a faster way to work renewals, without rebuilding the picture in a spreadsheet.

AI built into Applied Epic ingests direct bill insurer statements, extracts the data and matches it to policies using six signals, such as policy numbers and term dates. Your finance team drags and drops the statement, reviews the matches and posts – no spreadsheets or separate tools.

Agency bill reconciliation now runs in Applied Epic in the same workflow as direct bill. Reconciliation data stays in Applied Epic, so your accounting team manages all agency bill work in one place, with fewer manual steps.

A new servicing tab in the Benefits Workspace brings contacts, agency-defined categories and account relationships together, so everything you need is in front of you mid-call.

Add, edit and manage client contracts in a new Benefits Workspace grid, with deep links and built-in renew, close and reopen actions. Contract status lives in Applied Epic instead of in naming workarounds.

New benefits fields now flow into Applied Epic reports, dashboards, marketing automation and templates, including benefits guides. Eight new forms extend benefits coverage, and the Benefits Workspace adds drag-and-drop attachments and bulk activity actions for faster servicing.

Benefits fields are now available as filters in marketing automation, so you can segment accounts and contacts for renewal and compliance campaigns.

Filter campaign lists by Applied Epic activity data – activity status, activity code description, activity description and more – so messages reach the right clients and fewer go to waste.

Files now move between Applied Epic attachments and the Collaboration Portal, staying organized in both places with fewer manual steps.

Applied Epic compares current and renewal premiums, highlights policy changes and benchmarks each policy against similar ones. Account managers see what's driving an increase before talking to auto and home clients, with renewal notes in English or French.

Your operations team now oversees risk workflows rather than working individual tasks. Cytora Autopilot assembles context across submissions, communications and data sources, then responds, waits or acts based on the live status of each risk record – from submission to quote, and from claim to adjudication.

Brokers engage however they prefer – email, calls or follow-up messages – and Autopilot pulls every touchpoint into one view of the risk. Documents added at any stage are incorporated automatically, so underwriting and claims work keeps moving without manual handoffs.

Activity tracking now captures account archive and unarchive actions, workbook deletions and insured-led access changes to forms or sections, so you can see who took each action and when.

New benefits-specific fields centralize the information you need for servicing, and you can edit, add or renew plans right from the Benefits Workspace.

Build insurer groups once and apply them to any submission in commercial lines quoting in Applied Epic. The right insurers load in one step, so quote selection moves faster and each submission reaches the markets you intended.

Bridge connects Outlook to Applied Epic, so you can link emails to accounts, use templates and file documentation without leaving your inbox. Fewer app switches mean faster replies and fewer filing errors.

Send one submission to every insurer at once, whether they quote instantly or by email. Commercial lines quoting in Applied Epic keeps the whole submission workflow in one place, with no switching to Outlook to chase responses.

The Benefits Workspace in Applied Epic brings contacts, activities, plans, employee classes and benefits details into one view. Customizable, searchable views let you find and act on plan-level information without clicking through layers of screens.

Send clients a PDF of the quote dashboard with every insurer you approached and the details of each response. No screenshots, manual summaries or spreadsheets – your client sees the full market picture in one document.