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Soutien Emplois

Applied Epic Financial automation

Get paid sooner on every policy you bind

Applied Epic uses AI to handle insurance accounting at the policy level, from the carrier statement to the invoice. Your accounting team reviews only what doesn’t match.

Manual accounting delays the cash your agency has earned

Most carriers put statements behind a portal login, and reconciling them takes 10 to 15 hours a week per person. Billing starts over from the carrier document, so invoices go out days after binding, and every one of those days is money earned but not collected. As the book grows, keeping up usually means another hire in accounting. Applied Epic now retrieves statements, matches lines and books transactions at the policy level.

Your accounting team keeps up as the book grows

Your team spends its time on exceptions, and cash posts to the policy it belongs to.

  • 90%

    Fewer reconciling hours

    With a 90% match rate from matching on multiple attributes. 

  • 99%

    Extraction accuracy

    On key statement columns across 90+ major carriers, with no user mapping. 

  • 7 of 10

    Steps run unattended

    Across quote to cash, with your accounting team confirming or reviewing exceptions. 

  • Days

    Out of the cycle

    Between binding, invoicing and getting paid, with cash settling automatically. 

Put AI on the accounting work behind every policy

Applied Epic uses AI to retrieve carrier statements, match each line to your transactions and book billing from the carrier document. Your accounting team confirms the results and reviews the exceptions.

More from Epic Conductor

  • 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.

    Explore Epic Conductor

  • A new era of commercial risk trading starts inside Applied Epic

    Connected trading handles commercial new business and remarketing. Your team builds each submission once, and connected carriers quote straight into the client account.

    Explore connected trading

  • Your servicing team reviews the work instead of keying it

    Operational automation reads policy documents, checks issued policies and drafts certificates in Applied Epic, from issuance to claims.

    Explore operational automation

Go deeper on Epic Conductor

View all resources

Start with the work you repeat most 

Pick one workflow and one team. Epic Conductor runs it inside Applied Epic, and you decide when the next one starts.