Applied Book Builder is an AI-powered risk intelligence tool embedded in Applied Epic® that transforms scattered business information into actionable opportunities for upsell, cross-sell, and new business. By analyzing thousands of public sources – such as company websites, government filings, social media, and consumer reviews – Applied Book Builder enriches account records with verified risk attributes, flags policies nearing renewal, highlights coverage gaps that put clients at risk, and generates full business profile reports to give producers a head start on prospect research and data collection. This makes it especially valuable for newer producers and account managers, giving them a faster way to understand client needs, identify missing coverages, and confidently suggest the right protection before they’ve built deep industry experience. The result is faster preparation, sharper proposals, and greater confidence to round out accounts, win new business, and protect clients with the right coverage at the right time.
Key Benefits
Uncover cross-sell and upsell opportunities by comparing client operations to current coverages and upcoming renewals to proactively match clients with coverages they need.
Replace hours of manual research with automatically enriched risk profiles to build stronger proposals and quotes backed by complete, accurate account details.
Detect coverage gaps before renewal and align policies with real business operations to protect clients, minimize E&O exposure, and improve retention.
Capabilities
AI-Enriched Commercial Risk Profiles
Automatically validate and augment account records with thousands of external data sources, generating both general and industry-specific attributes that connect directly to needed coverages.
Account Rounding for Renewals
Compare enriched business attributes against existing policies in Epic to identify missing coverages and upsell opportunities, and proactively address gaps before renewal deadlines.
Coverage Suggestions for New Business
Analyze prospective client risk profiles to identify exposure gaps and recommend relevant coverages, helping producers deliver more competitive, comprehensive quotes.
Client-Ready Coverage Summaries
Transform AI-driven insights into clear, tailored coverage recommendations that can be easily shared in email or conversation to explain coverage gaps and guide renewal or quoting discussions.
Epic-Native Experience
Navigate accounts and upcoming renewals with advanced filtering by policy expiration dates and servicing roles. Pull coverage findings into Activities without ever leading Applied Epic – keeping all your coverage intelligence in one place.
Usage & Coverage Analytics
Use interactive dashboards to monitor suggested coverages, measure producer adoption, and adjust strategies to guide team performance and resource planning.
Ready to Learn More?
When you’re ready to learn more about leveraging advanced insurance software and solutions to build a better insurance business, we’re here to help.