Embedded Premium Finance Delivers Financing Where You Work

Most insurance agencies only offer premium financing upon request. Not because it isn't valuable, but because the current process makes it hard to offer consistently – logging into a separate portal, rekeying policy data, and manually tracking payment status add enough friction that financing becomes reactive rather than proactive. The result is incremental revenue left on the table with every quote that goes out the door.

Embedded Premium Finance transforms premium financing from a disconnected, portal-dependent process into a native Applied Epic® capability. It uses AI to extract policy data, connect securely with your premium finance partner, and generate a finance agreement ready to send to your client – all without leaving Applied Epic. Once the insured pays, Applied Epic updates automatically, with no portal check or manual entry required.

Watch this 20-minute on-demand session to see Embedded Premium Finance in action – and see how Applied AI handles the financing workflow so your team can focus on the work that wins.