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Applied Announces Epic Conductor, All New AI Platform in Applied Epic. Explore More

Epic Conductor Operational AI Automation

Servicing that automatically keeps up as your book grows

Epic Conductor AI handles the information searching, data entry, and prospect research across your book, so your team takes hours of wasted time out of each week and redirects it to clients and new business.

Servicing work grows with every account you add

Each account you add brings more documents to read, policies to check, quotes to compare, certificates to issue, endorsements to tackle, and claims to resolve. Every activity adds hours – searching for information across your files and systems alone takes up to five hours a week for each teammate. Add rekeying risk details and policy information, and the wasted hours compound, taking time from what you do best – advising and protecting your clients. Operational AI automation in Epic Conductor now cuts searching from hours to minutes and takes redundant typing off your team’s keyboards. Your team now conducts the work, adding the high-value judgment and advice that keep your operations moving with less friction.

Your team services more accounts in less time

Account managers and CSRs spend that time on client conversations and the renewals that need a real review.

  • 45+ min

    Back each day

    Per team member, from time spent finding information across screens and documents. 

  • 55 min

    Saved per submission

    With 100x fewer data entry errors from automated capture. 

  • 30+ min

    Saved per prospect

    Of research before quoting a new business account, from its Book Builder profile.

  • 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 documents into the Epic forms and build prospect profiles. Your team reviews each result before anything in the record changes.

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 placement and accounting 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

  • 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

View all resources

See operational automation on your own book 

See a policy document read into the record and ready for your team’s approval in Applied Epic.