The work that wins clients – renewals, cross-sells, complex coverage conversations – that’s your team’s edge. Applied does the work for you, eliminating manual entry and making information easy to find, so you’re set up for the future of agentic interactions. It all runs natively inside Applied Epic®, where your data already lives, so your workflows don’t have to change.
This isn’t theoretical – here’s what AI is delivering in-market right now:
40-50%
Recovered staff time
through task automation
20-30%
Growth in renewal cross-sells from AI-driven recommendations
Up to 90%
Reduction in E&O-related errors via prefill and validation
2x
faster onboarding with AI-assisted training
Years of Investments Enabling Innovation
Applied has a track record for investing in companies that can help augment our vision of the digital roundtrip of insurance. Every investment and every innovation that has resulted are designed to do the same thing, make the platform your agency runs on smarter, faster, and more connected.
AI USE CASES
AI is showing up in the Applied portfolio in ways that matter for your agency right now – not someday. We’re solving for the work that slows your team down, the revenue opportunities that go unnoticed, and the administrative burden that keeps you from doing what you do best. These aren’t roadmap promises. They’re live in Applied Epic today and in real users’ hands.
Autofill
AI pulls data from documents to auto-populate application fields, cutting data entry from hours to minutes.
WATCH VIDEO
Payments Reconciliation
AI automatically matches payments to policies, eliminating the most error-prone task in agency finance.
WATCH VIDEO
Cross-Sell Intelligence
AI surfaces the right coverage gaps at the right moment, turning service calls into growth opportunities.
WATCH VIDEO
Policy Compare
AI analyzes policies side by side so producers can advise clients in the moment, not the next day.
Coming Soon
YoUr data doesn't
leave your office.
We hear it all the time: agencies are excited about AI but nervous about what happens to their data. Here’s exactly how Applied has approached AI across our portfolio, and why your data is safer here than anywhere else.
✓ SOC 2 Type I & II
✓ ISO 27001
✓ PIPEDA Compliant
✓ CCPA Ready
✓ HIPAA Controls
Your Data Stays in Your AMS
Applied AI runs inside Applied Epic - it doesn't send your clients' data to a third-party AI vendor for processing. There are no API handshakes with external models that could retain or expose your data.
✓ Zero data export to third parties
SOC 2 Type I & II Certified
Applied maintains SOC 2 Type I & II certification, which means our security controls are independently audited every year. The same controls that protect your AMS data extend to every AI capability.
✓ SOC 2 Type I & II · Annual Independent Audit
Permissions Follow Your Existing Roles
AI capabilities in Applied Epic all respect all existing user permissions and roles. If a producer can't see a client record, AI can't surface it either. There's no new permission model to manage.
✓Role-based access inherited from Epic - no new admin overhead
AI That Assists, Not Decides
Applied AI provides recommendations and automates data tasks. Your team reviews and gives the thumbs up. AI never changes a policy, processes a payment, or contacts a client without human involvement.
✓Human-in-the-loop by design
One platform.
Not five subscriptions.
We know your team is being pitched AI tools every week. Here's an honest comparison of what you actually get when AI is native to your AMS versus when you stitch together point solutions.
✦ Applied Epic AI
Native · Integrated · Single Vendor
AI Point Solutions
Add-ons · Stitched Together
Setup & Integration Time
✓
Already in your AMS - days, not months
3-9 month integration project + IT resources
Your Client Data Context
✓
Full Epic data model - all clients, policies and history
Only sees data you export to it - always incomplete
Security & Data Governance
✓
Stays in Epic - SOC 2 Type I & II and the same controls
Sent to third-party cloud review each vendor's policy
Workflow Continuity
✓
Inside Epic - no tab-switching and
no copy-paste
Separate UI - staff toggle between
3-5 tools per task
Staff Adoption & Training
✓
Already know Epic - AI extends what they know
New tool = new training for every hire, forever
Total Cost of Ownership
✓
Single vendor, known contract and no integration overhead
3-5 subscriptions + IT maintenance + hidden switching costs
When Something Breaks
✓
One support team - Applied Systems
Finger-pointing between 3+ vendors about whose sync broke
Ongoing AI Development
✓
More use cases quarterly, same platform
Each vendor's roadmap is separate - reintegration required
Resource
Hub
Everything you need to go deeper into Applied’s AI strategy and capabilities.
Real agencies.
Real users of Applied AI.
Kendall Howard
Senior Accounting Associate
"Applied Recon was the obvious choice for us because it's so Applied Epic-friendly. Since we already use Epic, having Recon fully integrated just made sense."
Maria Stevenson
General Manager
"Applied Book Builder found a big exposure that we didn't even know the client was doing. It gave us the opportunity to have a really good conversation and make sure we were truly protecting the client."
James Jenkins
Riskwell
"Agencies that lean into AI will be the ones positioned for the future. The next generation entering the workforce will be AI natives, and they expect modern tools that support the way they think and work. If you're not using AI, you won't be replaced by it - you'll be replaced by someone who does use it."
