United States
Canada (English)
United Kingdom
Ireland
More premium per account
Coverage the client's business needs and doesn't carry surfaces before renewal, so the account gets rounded rather than renewed as-is.
Applied Epic Prospecting and upsell insights
Know enough about the business to ask the right questions
Thousands of public sources become one risk profile for any account or prospect. You see the coverage gaps and cross-sell opportunities before the conversation starts.
Account research takes hours per prospect
Knowing a commercial account well enough to ask the right questions takes hours you don't have. Research runs across dozens of sources and takes three to four hours per prospect. Renewal backlogs mean accounts auto-renew without a real review.
Book Builder in Applied Epic builds the profile from public data instead, so every account gets a real review, and the gaps surface before renewal.
Key benefits
What automated risk research changes for your producers and account managers
Every account gets a review
Research that took hours per prospect runs on its own, so the backlog stops deciding which accounts get looked at.
Newer producers up to speed
The profile explains what to recommend and why, so a producer two years in can lead the coverage conversation.
New business outside your footprint
A profile on any business by name and address makes prospecting out-of-state accounts practical without a visit or a local contact.
See what the client’s business needs that the current policies don’t cover
How it works
Build a risk profile from public data
Pull business details from thousands of public sources into one profile, with NAICS-specific risk attributes. Reduce days of works to minutes.
Get account rounding opportunities surfaced immediately
Audit an accounts business details against public data and get detailed insights on potential coverage gaps. Quickly spot account rounding opportunities with clear traceability to source knowledge.
Easily get team members up to speed
Summarize what to recommend and why, so a newer account manager can lead the conversation. Dont rely on just instituional knowledge.
Prospect out-of-state and high-volume accounts without a site visit
How it works
Generate a profile from a name and address
Request a report on any business without an Applied Epic login, which makes high-volume prospecting practical.
Quote from the profile you already built
Feed the risk detail into the submission, so the quote starts from existing information. Less typing and a stronger client experience.
Save risk profile details to the account
Attach the risk profile as an activity or export a PDF for anyone to review. Use it as a reference point for future coverage conversations, renewals, or general account intel.
Key features at a glance
A recommendation is only useful if it fits the industry and reaches the right producer.
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Coverage library
Fifty-nine suggested coverages across twenty NAICS sectors, so recommendations fit the industry the account is in.
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Industry-specific hazard detection
AI names the hazards behind what a business does – happy hour at a restaurant – and you decide.
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Insurance logic, not lead scoring
Coverage gaps are mapped against the policy on file, not a generic firmographic score built for any industry.
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Profile versioning
Run a profile on demand and keep every earlier version, so nothing gets silently overwritten.
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Adoption and coverage dashboards
Owners see suggested coverages by client and industry, and producer adoption against quota.
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Admin-controlled scope
Set which parts of the agency are included in runs, so profile credits go to the highest-value accounts.
AI automation built into Applied Epic
Epic Conductor puts AI to work across the assembly line of insurance, wiring together workflows in placement, servicing, accounting, and renewals to take manual, redundant work out of your day. It runs directly inside Applied Epic, using the data, records, and permissions you already have set up. Your team hands off the rekeying and searching, and spends more time growing the top line and doing the advisory work you know best.
What customers see from Book Builder
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30–60 min
Time saved per quote
Your team gets this back on every new quote, depending on the account.
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4–5 hrs
Research hours saved
Gained time back on new prospects, by an Epic agency's own estimate.
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$350K
Out-of-state business written
Approximate annual premium from 2 neighboring states that the agency would not have reached otherwise.
Frequently asked about Book Builder
Book Builder is a commercial risk-intelligence capability in Applied Epic that turns public business data into account-specific coverage and growth insights. It builds an enriched risk profile from thousands of public sources, then compares it against existing policies to show where an account is underinsured or ready to round out.
Yes. The risk attributes come from underwriting logic and include NAICS-specific hazards. What Book Builder surfaces is coverage guidance, such as where an account is underinsured, and where cross-sell fits that are grounded in the actual policy on file.
Agencies find them by comparing a client’s actual business operations against the coverage already on the policy. Book Builder does this automatically inside Applied Epic. It enriches the account with public data and compares it against the current policy, so coverage gaps are exposed before the renewal date.
Yes. It builds a full business profile from just a name and address, so out-of-state and high-volume prospecting works without a site visit or hours of manual research.
Agencies grow by reviewing every account thoroughly enough to catch missing coverage and cross-sell; something manual research rarely allows at scale. Book Builder makes it practical for every account, including prospects that a producer wouldn’t otherwise get to.
Go deeper on Book Builder
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Customer Story
Tate Insurance Group
See how Tate Insurance Group built risk review into every commercial renewal in Applied Epic and wrote about $350,000 in out-of-state business.
Read Now -
Product Video
Applied Book Builder: AI-Powered Risk Intelligence for Your Book
See how Applied Book Builder scans thousands of public sources and surfaces coverage gaps, renewal opportunities and prospect profiles – all before your producer picks up the phone.
Watch Now -
Innovation
AI-Powered Risk Intelligence for Insurance Agencies
Learn how insurance agencies can expand their knowledge on accounts and support account growth by adopting technology tools to personalize their strategies.
Read Now
Ready to find the growth you’re missing?
See how a full risk profile turns an existing client into a cross-sell and an out-of-reach prospect into a quote.