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Automatically check the policy details instead of retyping them
Carrier documents are read at bind, renewal, and endorsement, and the policy details come back ready to confirm.
For Agency Owners
Get back the hours your agency spends doing repetitive work
Automate the data entry once – and we make sure it stays current from bind to servicing and back to renewal. Fewer touches mean fewer errors and hours wasted.
Find the time lost between departments
For many agencies, hours slip away as work moves from one department to the next. The front office enters a policy, and then servicing and finance each enter or rebuild it again, and your team spends the day “swivel chairing” between systems. Applied Epic® uses AI to read carrier documents at bind, renewal and endorsement, so your team confirms the details instead of retyping them. A policy change updates the account, the client portal and the invoice in one pass. AI matches commission statements against your own transactions, and the monthly operating numbers are ready on demand. The hours that come back go to clients and growth.
Where the hours go
Insurance agency operations lose hours at handoffs between departments, so the repetitive work is the work worth automating.
Change the policy once and let it carry across workflows
An endorsement updates the account, the client portal, and the invoice from a single entry.
Take back the week finance spends matching
Commission statements get compared with your own transactions, and only the lines that can't match come back.
Measure the operation from the work itself
Role-based dashboards read from the work as it happens, so every function measures the same operation.
What customers are saying
Frequently asked about agency operations
One where work done at intake still counts later. The carrier document is keyed once, and that entry carries over into endorsements, renewals, the client portal and the close without anyone having to start again.
You can usually spot the inefficient version by how many departments retype the same detail from the same document.
By automating the handoffs rather than the tasks. Most duplicated effort happens when work passes between the front office, servicing and finance, so the gain comes from making one department's output usable by the next.
Document reading, certificate self-service and commission matching are the three that typically return the most.
Insurance agency operations rarely lose hours within a single task; they lose them to re-entering details that already existed, rebuilding reports by hand, and reconciling records that should have agreed.
That’s also why efficiency projects aimed at individual roles tend to disappoint. The waste sits between them.
Sometimes, if the work is a bottleneck for everyone else. A good example is month-end reconciliation. It occupies a small number of people, but the whole agency waits for the numbers it produces.
Volume isn’t the only test. How many decisions are delayed by it matters just as much.
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