# AI Automation for Applied Epic > 28 workflow automations purpose-built on top of Applied Epic — no data leaves your system, no parallel tool for your team to learn. - **Canonical URL:** https://calish.com/workflows/tool/applied-epic/ - **Automation count:** 28 - **Roles:** Benefits Broker, Insurance Agency Manager, Insurance Broker, Insurance Underwriter ## Automations - [Loan File Assembly for Insurance Brokers](https://calish.com/workflows/with/loan-file-assembly-for-insurance-broker-with-applied-epic/) — AI ingests each document into Applied Epic, classifies it, checks for completeness and consistency, chases missing items, and builds the und - [Conditional Approval Response for Insurance Brokers](https://calish.com/workflows/with/conditional-approval-response-for-insurance-broker-with-applied-epic/) — AI reads the conditions, identifies what each condition needs, pulls it from Applied Epic or chases the borrower, and re-submits the conditi - [Policy Renewal Outreach for Insurance Brokers](https://calish.com/workflows/with/policy-renewal-outreach-for-insurance-broker-with-applied-epic/) — AI tracks every renewal date in Applied Epic, remarkets at 90 days, drafts the client renewal package with options, and books the review cal - [Commercial Quote Preparation for Insurance Brokers](https://calish.com/workflows/with/commercial-quote-preparation-for-insurance-broker-with-applied-epic/) — AI builds the submission from the broker's intake, routes to carrier APIs via Applied Epic, and assembles the quote comparison — submission- - [Closing & Title Package Prep for Insurance Brokers](https://calish.com/workflows/with/closing-and-title-package-prep-for-insurance-broker-with-applied-epic/) — AI assembles the closing package in Applied Epic, validates each doc, chases stale items, and prepares the settlement statement — closings h - [KYC/AML Review for Insurance Brokers](https://calish.com/workflows/with/kyc-aml-review-for-insurance-broker-with-applied-epic/) — AI runs sanctions, PEP, and adverse-media checks nightly, scores each client, and queues anything above threshold for analyst review — BSA r - [Deal Sourcing & Screening for Insurance Brokers](https://calish.com/workflows/with/deal-sourcing-and-screening-for-insurance-broker-with-applied-epic/) — AI pre-screens deals against the fund's thesis in Applied Epic, drafts a one-page summary per target, and pushes the top 10 to partner revie - [Client Meeting Prep Pack for Benefits Brokers](https://calish.com/workflows/with/client-meeting-prep-pack-for-benefits-broker-with-applied-epic/) — AI assembles the review pack from Applied Epic, BenefitPoint, and the CRM — including recent life events from emails — and drafts talking po - [Portfolio Drift & Rebalance Alerts for Benefits Brokers](https://calish.com/workflows/with/portfolio-drift-and-rebalance-alerts-for-benefits-broker-with-applied-epic/) — AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashbo - [Quarterly Commentary & Client Letter for Benefits Brokers](https://calish.com/workflows/with/quarterly-commentary-and-client-letter-for-benefits-broker-with-applied-epic/) — AI drafts firm-level commentary and personalizes per-client paragraphs from Applied Epic data — every client gets a relevant letter, not boi - [Communication Compliance Surveillance for Benefits Brokers](https://calish.com/workflows/with/communication-compliance-surveillance-for-benefits-broker-with-applied-epic/) — AI surveils 100% of communications, flags anything that might violate rules (promises, performance claims, undisclosed gifts), and routes to - [Loan File Assembly for Benefits Brokers](https://calish.com/workflows/with/loan-file-assembly-for-benefits-broker-with-applied-epic/) — AI ingests each document into Applied Epic, classifies it, checks for completeness and consistency, chases missing items, and builds the und - [Conditional Approval Response for Benefits Brokers](https://calish.com/workflows/with/conditional-approval-response-for-benefits-broker-with-applied-epic/) — AI reads the conditions, identifies what each condition needs, pulls it from Applied Epic or chases the borrower, and re-submits the conditi - [Policy Renewal Outreach for Benefits Brokers](https://calish.com/workflows/with/policy-renewal-outreach-for-benefits-broker-with-applied-epic/) — AI tracks every renewal date in Applied Epic, remarkets at 90 days, drafts the client renewal package with options, and books the review cal - [Conditional Approval Response for Insurance Agency Managers](https://calish.com/workflows/with/conditional-approval-response-for-insurance-agency-manager-with-applied-epic/) — AI reads the conditions, identifies what each condition needs, pulls it from AMS360 or chases the borrower, and re-submits the condition cle - [Policy Renewal Outreach for Insurance Agency Managers](https://calish.com/workflows/with/policy-renewal-outreach-for-insurance-agency-manager-with-applied-epic/) — AI tracks every renewal date in AMS360, remarkets at 90 days, drafts the client renewal package with options, and books the review call — re - [Commercial Quote Preparation for Insurance Agency Managers](https://calish.com/workflows/with/commercial-quote-preparation-for-insurance-agency-manager-with-applied-epic/) — AI builds the submission from the broker's intake, routes to carrier APIs via AMS360, and assembles the quote comparison — submission-to-pro - [Closing & Title Package Prep for Insurance Agency Managers](https://calish.com/workflows/with/closing-and-title-package-prep-for-insurance-agency-manager-with-applied-epic/) — AI assembles the closing package in AMS360, validates each doc, chases stale items, and prepares the settlement statement — closings hit the - [KYC/AML Review for Insurance Agency Managers](https://calish.com/workflows/with/kyc-aml-review-for-insurance-agency-manager-with-applied-epic/) — AI runs sanctions, PEP, and adverse-media checks nightly, scores each client, and queues anything above threshold for analyst review — BSA r - [Deal Sourcing & Screening for Insurance Agency Managers](https://calish.com/workflows/with/deal-sourcing-and-screening-for-insurance-agency-manager-with-applied-epic/) — AI pre-screens deals against the fund's thesis in AMS360, drafts a one-page summary per target, and pushes the top 10 to partner review — as - [LP & Investor Reporting for Insurance Agency Managers](https://calish.com/workflows/with/lp-and-investor-reporting-for-insurance-agency-manager-with-applied-epic/) — AI builds the LP report from live fund data, drafts commentary per portfolio company, and publishes to the LP portal — reporting goes out on - [RMD & Distribution Tracking for Insurance Underwriters](https://calish.com/workflows/with/rmd-and-distribution-tracking-for-insurance-underwriter-with-applied-epic/) — AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across - [New Client Onboarding for Insurance Underwriters](https://calish.com/workflows/with/new-client-onboarding-for-insurance-underwriter-with-applied-epic/) — AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Duck Creek, orchestrates ACATs, and chases missing signatures — - [Client Meeting Prep Pack for Insurance Underwriters](https://calish.com/workflows/with/client-meeting-prep-pack-for-insurance-underwriter-with-applied-epic/) — AI assembles the review pack from Duck Creek, Guidewire PolicyCenter, and the CRM — including recent life events from emails — and drafts ta - [Portfolio Drift & Rebalance Alerts for Insurance Underwriters](https://calish.com/workflows/with/portfolio-drift-and-rebalance-alerts-for-insurance-underwriter-with-applied-epic/) — AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashbo - [Quarterly Commentary & Client Letter for Insurance Underwriters](https://calish.com/workflows/with/quarterly-commentary-and-client-letter-for-insurance-underwriter-with-applied-epic/) — AI drafts firm-level commentary and personalizes per-client paragraphs from Duck Creek data — every client gets a relevant letter, not boile - [Communication Compliance Surveillance for Insurance Underwriters](https://calish.com/workflows/with/communication-compliance-surveillance-for-insurance-underwriter-with-applied-epic/) — AI surveils 100% of communications, flags anything that might violate rules (promises, performance claims, undisclosed gifts), and routes to - [Loan File Assembly for Insurance Underwriters](https://calish.com/workflows/with/loan-file-assembly-for-insurance-underwriter-with-applied-epic/) — AI ingests each document into Duck Creek, classifies it, checks for completeness and consistency, chases missing items, and builds the under --- Book a free 30-minute consultation: https://calish.com/contact