Applied Book Builder: AI-Powered Risk Intelligence for Your Book

Every insurance agency has accounts that deserve a closer look – clients who may be underinsured, renewals approaching with no one assigned, prospects who could be a perfect fit. The problem isn’t a lack of effort. It’s that manually researching every account isn’t realistic for a team that’s already stretched.

Applied Book Builder™ does that research for you. Built directly into Applied Epic®, it uses artificial intelligence (AI) to pull verified data from thousands of public sources and enrich each account automatically – flagging coverage gaps, surfacing renewal opportunities and building out prospect profiles before your staff ever makes a call. The result: less time on research, more time building relationships, and a book that grows without burning out your team.

See what it looks like when AI does the research – then imagine what your team could do with that time.