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Epic Conductor Financial AI Automation
Get paid sooner on every policy you bind
Epic Conductor AI handles commission reconciliation at the policy level, for both direct bill and agency bill. Your accounting team reviews only what doesn’t match and takes month-end from days to hours.
Manual accounting slows the cash flow your brokerage has earned – and taxes your cost structure
Insurer statements arrive in different formats on different schedules, and that means more hours lost each week to collecting, processing, and reconciling transactions – or to costly outsourcing and third-party tools that add complexity instead of removing it. Financial AI automation in Epic Conductor now handles reconciliation, taking out the rekeying and reconciling minutiae at the policy line level, so you can run a leaner team while closing the month on time.
Your accounting team keeps up as the book grows
Your team spends its time on exceptions, and commission posts to the policy it belongs to.
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90%
Fewer reconciling hours
With a 90% match rate from matching on multiple attributes.
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99%
Extraction accuracy
On key statement columns across 90+ major carriers, with no user mapping.
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8+
Weekly reconciliation hours saved
Time saved, on average, with AI matching statement lines in Applied Epic.
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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 read insurer statements and reconcile direct bill and agency bill. Your accounting team confirms the results and reviews the exceptions.
Recon
Review only the lines that didn’t match
Direct bill statements arrive as PDFs, spreadsheets or scanned documents, each in the insurer’s own layout. AI reads each statement, reconciles every line and shows you only the exceptions.
Recon
Agency bill closed in the same pass
Agency bill statements show the premium and commission an insurer expects on each policy you billed, and every mismatch is money owed one way or the other. Applied Epic reconciles each line and posts direct bill and agency bill together, so the month closes once.
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 placement and servicing work.
Explore Epic Conductor -
A new era of commercial risk trading starts inside Applied Epic
Connected trading handles commercial new business. Each submission goes out from Applied Epic, and every insurer response lands on the client account.
Explore connected trading -
Your servicing team reviews the work instead of keying it
Operational automation reads policy documents and builds prospect profiles in Applied Epic, from issuance to claims.
Explore operational 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 financial automation on your own statements
See an insurer statement read, reconciled and posted by Epic Conductor, with only the exceptions left for your team to review.