United States
Canada (English)
United Kingdom
Ireland
Epic Conductor Connected AI Trading
A new era of commercial risk trading starts inside Applied Epic
Your team markets commercial new business from one AI-powered workflow in Epic Conductor. Each submission goes out from Applied Epic, and every insurer response lands on the client account.
Every submission starts over with each insurer
Most commercial placement still runs on email. Your team rekeys each risk for every market, then tracks insurer responses in individual inboxes, where no one else can see them. Small commercial risks end up with wholesalers, along with part of your commission. That stops with connected trading AI automation in Epic Conductor: your team builds the submission once, every insurer response lands on the account, and you see where each one stands. Reimagine how risk flows and remove the friction.
Your team places more commercial risk in less time
Account managers spend that time on new business.
-
60%
Less time per submission
Spent handling each submission, from preparation through insurer response.
-
2+ hrs
Daily time returned
Returned to each account manager working commercial new business and renewals.
-
3 hrs
Average quote turnaround
Down from three days or more, so quotes come back the same day.
-
50%
Higher conversion
For the insurer that returns the first quote on a risk.
Put AI on the placement work your team repeats
Applied Epic uses AI to read each insurer response and fill in Canadian Epic forms and package submissions from your documents.
Submissions Manager
Every submission’s status in one place
Today a submission’s status lives in the inbox of whoever sent it. AI pulls every marketed account into one view, tracks each insurer response, and automatically updates the status. One view to conduct all your submissions.
AutoFill
Package quotes started from the documents
For a small commercial package, someone usually types last year’s policy and the insurer’s eDocs into the submission by hand. AI reads those documents, in English or French, and you check and complete the submission before it goes to market.
AutoFill
Each risk sent to more markets
Typing eDocs, prior-year policies and schedules into property and liability, umbrella or D&O forms for every market is why a risk goes to three insurers instead of eight. AI turns these documents into risk data that automatically starts commercial lines applications, so you can conduct the next step of the submission without rekeying data.
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 -
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 insurer document to the bank
Financial automation handles insurance accounting at the policy level, using the same policy records the rest of the brokerage works in.
Explore financial automation
Go deeper on Epic Conductor
-
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 connected trading with your own insurers
See a commercial submission marketed, quoted and saved to the account in Applied Epic, with the insurers you already place with.