AI solutions for insurance brokerages read documents and carry out routine steps inside the brokerage’s workflows, with a person reviewing the result. They work best inside the broker management system, where the data and permissions already are.

In Applied Epic, that work is done by Epic Conductor.

AI built into your broker management system works on the client data and controls you already have. When you evaluate a standalone tool, ask where your client data will be copied, whose permissions it follows and who maintains the integration.

Epic Conductor runs inside Applied Epic, so every action follows your existing roles and lands in the audit trail.

Start with work that repeats and doesn’t need judgment, such as logging emailed submissions and reconciling direct bill statements. That work grows with the book, so it’s where hours come back first.

Keep a person on anything that changes the record or goes to a client, at a threshold you set per workflow.

AI is ready for regulated work when it runs under the brokerage’s own controls. In Epic Conductor, each automation acts only on what the person it works for can access, and every action lands in the audit trail with a timestamp.

Set that threshold workflow by workflow, and change it as your team gets comfortable.

Agentic AI in insurance means software that carries out several steps of a workflow in sequence. Today Epic Conductor handles one task at a time, with your team overseeing each.
Next, those capabilities connect into agents that run a whole workflow, with your team reviewing as much or as little as you choose.

AI takes on the research and typing that slow a new account down. In Applied Epic, it profiles a prospect before the first call, fills the submission from the documents you already have and tracks every insurer response on the account.

Less preparation per account leaves more time for new prospects and for the coverage conversation.