5 Applied Net Takeaways: AI, Automation, and What’s Next for Agencies

Applied Net 2025 was all about momentum, especially in AI and workflow automation. Here are the takeaways independent agencies should watch.

Applied Gets Serious About AI: Cytora Acquisition

Applied acquired Cytora, an AI platform focused on Commercial Lines submissions.

Why it matters: Submissions eat time. Automating data intake, risk assessment, and carrier matching can speed up and streamline quoting for agencies and carriers.

Applied’s AI Framework: Hero Work, Admin Work, Work Not Done

Applied is organizing AI investments around three areas:

Hero Work: Tasks that drive growth and client impact.

Administrative Work: Repetitive tasks AI can automate or eliminate.

Work Not Done: Opportunities teams want to tackle but cannot due to time.

Why it matters: This lens helps agencies see where AI fits and how to free time for higher-value work.

IVAN’s Next Chapter

IVAN is shifting from a data transfer network to a platform for market intelligence.

Why it matters: Better visibility into appetite, performance trends, and placement options turns IVAN from pipes into a data advantage.

EPIC Bridge Improves the Everyday

EPIC Bridge is set to streamline email handling inside Applied Epic.

Why it matters: Less friction, fewer errors, and faster communication add up to real-time savings for CSRs and producers.

Applied Recon Targets Billing Reconciliation

Applied Recon aims to automate direct billing reconciliation.

Why it matters: Fewer manual errors, quicker closeouts, and stronger financial accuracy without spreadsheet fatigue.

See it live: Join Catalyit on October 22 at 11 AM ET for a demo of Applied Recon. Save your seat.

The Bottom Line

Applied is betting big on AI and automation for both speed and smarter decisions. If AI is not part of your workflow yet, now is the time to start.

Next step: Benchmark your tools and gaps with our Agency Tech Assessment to build your AI and automation roadmap.