Epic's Benefit Metrics reports now come with smarter default filters, team-level ownership tracking, and new premium/commission columns, giving agencies real-time, self-service visibility into their books of business without manual Excel exports.

Two benefits dashboards and five reports are now available to every benefits agency 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.

AutoFill now extends to Rx coverage within medical plans. Launch it from coverage selection or benefits attributes, upload the plan documents and confirm the extracted data before it fills your forms – no manual Rx entry.

Get premiums from carrier partners right on the Markets selection page, before the full submission is complete. Available for BOP, CGL and workers' compensation with Acuity, AmTrust, Chubb, CNA, Hanover, Liberty Mutual, Nationwide and Travelers.

The agency details page in Marketing Insights now splits into four tabs – overview, personal lines, commercial lines and additional reports – so you can focus on the part of an agency's book that matters. Filters carry across tabs, exports match the view you built, and industry class details drill from two-digit to six-digit NAICS.

Benchmarks now opens to a trailing 12-month view with a built-in trend line, so you can see direction at a glance. A new percent-change metric shows how your premiums, limits and deductibles moved over the past year compared with the market.

Book Builder flags when its calculated NAICS code doesn't match the account in Applied Epic. Confirm the right code and push it to the account in one click.

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.

Send a single bookroll request to a large agency instead of duplicating it for each account in the group. Agency admins can add any other group accounts they can access, then review and send policies for the whole group from one request.

Benchmarks now goes beyond price. Compare your dwelling limits and deductibles with what the market is writing, trended over time and filterable by state, policy type and construction type.

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.

EZLynx agencies can now quote commercial lines without leaving their workflow. Commercial Distribution brings application, rating and submission together in EZLynx, which opens a new channel to EZLynx agencies for carriers on the platform.

Share Book Builder account insights as a PDF with anyone at your agency, including colleagues who don't use Applied Epic.

Generate a Book Builder profile for any account when you need it, without waiting for the 120-day renewal window or routing the account through prospecting.

AutoFill now reads dental and vision plan summaries, not just medical. Upload or drag and drop the document, review the benefit attributes it extracts, then confirm. The plan data lives in Applied Epic and flows into reports, dashboards and marketing automation.

Agencies see what you write before they submit. Eligibility checks, risk classification and product collateral run inside your own portal, website or quote flow through the Market Appetite APIs. Update your appetite once and every connected channel stays current, while eligible risks move straight to the right quoting path without rekeying.

Benchmarks now covers personal auto, rounding out personal lines alongside homeowners and dwelling fire. Filter by location, driver, vehicle and coverage details to see how your pricing compares and where you have room to grow.

New benefits fields now flow into Applied Epic reports, dashboards, marketing automation and templates, including benefits guides. Seven 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, compliance and open enrollment 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.

Build and export custom agency lists straight from the Find Agencies page in Marketing Insights – no API work required. Apply filters, run the report and download the results without leaving the app.

Correct the business details on accounts whose Book Builder profiles failed or came back thin, then regenerate the profile to recover opportunities you would have missed.

Agency admins now see how much of the agency's Book Builder quota remains, so you can plan usage across the team and avoid hitting the limit unexpectedly.

An All filter in Book Builder shows your entire book of business. Segment (NAICS) and Existing Policy filters narrow it down, so you can spot the accounts with the most potential and decide which to work first.

Run Book Builder-style reports on potential new business, not just existing accounts, so high-volume prospecting moves faster with the same depth of insight.

Drag and drop a policy quote into Applied Epic, and AI extracts the policy details, connects with your premium finance provider and writes the results back once the insured pays – no manual entry in the premium finance workflow.

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 and agencies 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.

Commercial Distribution now supports commercial auto. Enter a VIN or vehicle details and key fields such as gross vehicle weight and auto class fill in automatically, so submissions arrive complete and ready to quote, with fewer errors.

AI built into Applied Epic ingests direct bill carrier 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.

New benefits-specific fields centralize the information you need for servicing, and you can edit, add or renew plans right from the Benefits Workspace. AutoFill reads a medical SBC you drag and drop and fills in plan fields for your review.

Commercial auto is now part of commercial lines quoting in Applied Epic, so you can quote it alongside your other lines in one workflow instead of a separate tool.

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.

Benchmarks compares your average premium with other carriers' using bound policy data across geographies and risk levels. Trend reports and visualizations show where your homeowners pricing stands against the market.

Certificates emailed from the Service Portal now carry a secure validation link and QR code, so certificate holders can check coverage status in real time. The check flags expirations, coverage reductions, removed policies and changes in insured status, which means fewer follow-up calls and fewer disputes after issuance.

Commercial lines quoting in Applied Epic now bundles cyber coverage with the requested line of business, so cyber isn't left off a quote when it's needed. Quotes stay consistent, and your team skips a manual step.

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.

Import and export data between Applied Epic and the Collaboration Portal for ACORD 131 (commercial umbrella), 143 (transportation) and 155 (boiler and machinery). Insureds review and update these forms directly in the portal, with no re-entry or extra tools.

Quote and design dental plans in the same workflow as small group medical. Upload a census, pull real-time carrier quotes, compare plans side by side and build proposals you can adjust live with clients. Final selections flow to Applied Epic for benefits guides and compensation disclosures.

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 – claims, coverage changes or market shifts – without digging through years of history, so they can talk to auto and home clients before renewal.

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.