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Epic Conductor Connected trading
A new era of commercial risk trading starts inside Applied Epic
Your team markets new business and renewals from one workflow in Applied Epic. Connected carriers get each risk as data and quote straight into the client account. For renewals, the quote can be ready before anyone builds a submission.
Every submission starts over with each carrier
Most commercial placement still runs on email. Your team rekeys each risk for every market, then tracks carrier responses in individual inboxes, where no one else can see them. Remarketing a renewal takes so long that many stay with the incumbent, and small commercial risks end up with wholesalers, along with part of your commission. Inside Applied Epic, your team builds the submission once, every connected carrier can quote from it, and you see where each one stands.
Your team places more commercial risk in less time
Account managers spend the time on new business and on renewals they never had time to remarket.
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60%
Less time per submission
Spent handling each submission, from preparation through carrier response.
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2+ hrs
Daily time returned
Returned to each account manager working commercial new business and renewals.
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3 hrs
Average quote turnaround
Down from three days or more, so quotes come back the same day.
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50%
Higher conversion
For the carrier that returns the first quote on a risk.
Put AI on the placement work your team repeats
Applied Epic uses AI to read each carrier response and fill in the ACORD application from your documents, and selects renewals to remarket against your criteria. Your team reviews the results and decides where to place each risk.
Submissions Manager
Every submission’s status in one place
Today a submission’s status lives in the inbox of whoever sent it. Applied Epic pulls every marketed account onto one screen and reads each carrier response as it lands, noting what changed.
Renewals
More of the book remarketed each renewal
Most agencies remarket only part of the book, because each renewal means rekeying the account into every carrier’s format. Applied Epic picks renewals by line, premium, loss ratio and appetite, and carriers quote back into the account.
AutoFill
Each risk sent to more markets
Typing loss runs, dec pages and financials into an ACORD form for every market is why a risk goes to three carriers instead of eight. Applied Epic fills in the application and you choose what to keep.
More from Epic Conductor
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AI built into Applied Epic
Every automation follows your Applied Epic roles and permissions and records what it does in the audit trail. Epic Conductor also takes on servicing and accounting work.
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Put AI on the servicing work that takes the most time
Operational automation handles servicing and policy work from issuance to claims. Your team reviews each result before anything in the record changes.
Explore operational automation -
Follow each transaction from the carrier document to the bank
Financial automation handles insurance accounting at the policy level, using the same policy records the rest of the agency works in.
Explore financial automation
Go deeper on Epic Conductor
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Blog
From System of Record to System of Action
What changes in daily agency work when the AMS does the routine steps?
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Blog
How Tate Insurance Group Made AI Adoption Mandatory
How one agency made AI part of every commercial renewal review.
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Product Video
The AI-Powered Reconciliation Solution Agency Finance Teams Need
The reconciliation workflow agency finance teams run with AI in Applied Epic.
Watch now
See connected trading with your own carriers
See a commercial submission marketed, quoted and saved to the account in Applied Epic, with the carriers you already place with.