Applied Book Builder Does the Research. You Do the Advising.

For most commercial lines staff, account research is a constant drag. Hours spent searching public records, cross-referencing spreadsheets, and guessing at coverage gaps – all before the real work of advising clients can begin.

Applied Book Builder™ brings AI-powered risk intelligence directly into Applied Epic®. It automatically enriches account records with verified business data, flags missing coverages, surfaces upsell and cross-sell opportunities, and generates full prospect reports so your staff can advise clients faster and grow the book without the manual legwork.

Watch this 20-minute on-demand session to see Applied Book Builder in action – and see how Applied AI handles the research so your team can focus on the work that wins.