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Applied Epic Operational automation
Servicing that keeps up as your book grows
AI in Applied Epic handles the searching, rekeying and checking behind every account, so your team spends its day on clients and new business.
Servicing work grows with every account you add
Each account you add brings more documents to read, policies to check and certificates to issue. Each person on your team spends about five hours a week looking for information already in Applied Epic, then keys commercial policy and benefits plan data in by hand at every renewal. Bound policies run 300 to 500 pages, so most agencies check only part of the book. Applied Epic now takes on that reading and checking, and your team decides what to keep.
Your team services more accounts in less time
Account managers and CSRs spend the time on client conversations and the renewals that need a real review.
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45+ min
Back each day
Per team member, from time spent finding information across screens and documents.
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55 min
Saved per submission
With 100x fewer data entry errors from automated capture.
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30+ min
Saved per policy check
Depending on whether the policy is monoline or multi-line.
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70%+
Of risk detail populated
On commercial submissions, with 97% extraction accuracy from automated capture.
Put AI on the servicing work that takes the most time
Applied Epic uses AI to find answers across records and attachments, read policy and plan documents, check issued policies, compare quotes and draft certificates. Your team reviews each result before anything in the record changes.
Search
Answers from any screen
Staff spend about five hours a week looking for information that’s already in Applied Epic. Ask a question in plain language and get matching records and passages from attachments, limited to what you’re allowed to see.
AutoFill
A complete policy record from the documents
For commercial policies that don’t come through carrier download, someone usually keys in the data by hand. Applied Epic reads new business, renewal and remarket documents when you upload them, and you choose which values to keep.
AutoFill
Plan data entered once
Plan details sit in carrier summaries and rate sheets, and someone keys them in again every renewal. Applied Epic reads those documents into the plan once and builds client-ready benefits documents from that data.
Policy Checking
Every policy checked, with a record of the check
Bound policies run 300 to 500 pages, and most agencies check only part of the book. Applied Epic compares the issued policy with the quote, submission and expiring policy, and links each difference to its page.
Quote Compare
Side-by-side quotes linked to each carrier’s document
Every carrier puts coverages in a different place on its form. Applied Epic lines up coverage, limits and price across the quotes and links each difference back to its source.
Certificates
Certificates drafted from current policy data
Certificate requests arrive all day, and a mistake lands with a landlord, lender or contractor. Applied Epic chooses the form, flags any missing data for review and attaches the approved certificate to your reply.
Book Builder
A real review for every renewal
Looking up protection class codes, VINs and year built for each account takes time, and many accounts renew without a real review. Applied Epic builds the profile for you and records what was offered and declined.
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.
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 -
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?
Read Now -
Blog
How Tate Insurance Group Made AI Adoption Mandatory
How one agency made AI part of every commercial renewal review.
Read now -
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 operational automation on your own book
See a policy document read into the record, checked against the quote and ready for your team’s approval in Applied Epic.