Epic Conductor by Applied Systems

• AI-Powered Search: Find information across Epic records and attachments using natural-language questions.
• Document Data Extraction: Extract information from carrier documents, applications, and submissions and populate data within Epic.
• Policy Checking: Compare policies against quoted coverage and identify potential coverage gaps or missing endorsements.
• Quote Comparison: Compare quotes side by side within the workflow.
• Financial Automation: Connect policy records with invoicing, accounts receivable, trust accounting, and general ledger workflows.
• Reconciliation: Ingest and match direct bill, agency bill, and bank statements against Epic records, with human review.
• Submission Management: Coordinate commercial new business and remarketing submissions, including submission status and quote tracking.
• Commercial Quoting & Remarketing: Use existing Epic and email data to prepare and route quote information to carriers and bring responses back into Epic.

AI-powered workflow automation and orchestration for Applied Epic agencies.

Epic Conductor expands Applied Epic beyond storing and managing agency information by using AI to perform and coordinate work using the data already within the agency management system. Applied describes this evolution as moving Epic from a “system of record” to a “system of action.”

Epic Conductor helps Applied Epic agencies reduce manual work and repetitive data entry by automating tasks and connecting steps that traditionally require employees to move between records, documents, carrier systems, and financial processes. Because the technology operates natively within Epic, it can use existing agency data and documents to support workflows such as policy checking, reconciliation, submissions, quoting, and remarketing while keeping information and activity connected to the agency's core management system. 

Uses AI to search and interpret Applied Epic data and documents, extract and populate information, compare quotes, check policies for coverage differences and missing endorsements, reconcile financial records, and automate commercial submission, quoting, and remarketing workflows. AI operates within Epic to coordinate multi-step workflows and take actions using existing agency data, with human review incorporated into certain processes.

Learn more solutions from Applied Systems.