Epic AutoFill: AI-Powered Document to Data Conversion

For most insurance agents, every new client and renewal comes with the same hidden tax: hours spent pulling data from carrier PDFs, supplemental apps, SBCs, and other documents, then manually rekeying it all into Applied Epic®. It’s tedious, error-prone, and it keeps skilled people tied to low-value work instead of the clients who need them.

Epic AutoFill eliminates that bottleneck. Built directly into Applied Epic, it uses artificial intelligence (AI) to read incoming documents, extract the relevant data and populate the corresponding fields in the agency management system. Your team stays in control, reviewing only what needs a closer look before it’s autofilled. It’s faster, more accurate data entry that scales with your volume – no added headcount required.

Watch how AI handles the data entry so your team can get back to what matters most: your clients.