# Deal Sourcing & Screening for Insurance Brokers 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 review — associate time goes to judgment, not triage. Purpose-built for teams running Applied Epic — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Applied Epic](https://calish.com/workflows/tool/applied-epic/)
- **Role:** [Insurance Broker](https://calish.com/workflows/for/insurance-broker/)
- **Specialty:** Commercial P&C Insurance
- **Category:** Reporting & Analytics
- **Canonical URL:** https://calish.com/workflows/with/deal-sourcing-and-screening-for-insurance-broker-with-applied-epic/

## The Problem

Commercial P&C Insurance associates screen 200 deals to fund 2 — the screening work is where deals get missed and where junior time gets burned.

## What We Build in 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 review — associate time goes to judgment, not triage. Purpose-built for teams running Applied Epic — uses the native API or agent integration so nothing leaves the system of record.

## Applied Epic Integration Approach

1. **Audit your Applied Epic configuration.** We map the specific Applied Epic objects, custom fields, and workflows the automation needs to touch for your commercial p&c insurance practice.
2. **Build on the Applied Epic API or agent.** Integration happens inside Applied Epic — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in Applied Epic with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Deal Sourcing & Screening for Insurance Brokers](https://calish.com/workflows/deal-sourcing-and-screening-for-insurance-broker/)
- 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 review — associate time goes to judgment, not triage.

## Other Applied Epic Automations

- [Loan File Assembly for Insurance Brokers](https://calish.com/workflows/with/loan-file-assembly-for-insurance-broker-with-applied-epic/)
- [Conditional Approval Response for Insurance Brokers](https://calish.com/workflows/with/conditional-approval-response-for-insurance-broker-with-applied-epic/)
- [Policy Renewal Outreach for Insurance Brokers](https://calish.com/workflows/with/policy-renewal-outreach-for-insurance-broker-with-applied-epic/)
- [Commercial Quote Preparation for Insurance Brokers](https://calish.com/workflows/with/commercial-quote-preparation-for-insurance-broker-with-applied-epic/)
- [Closing & Title Package Prep for Insurance Brokers](https://calish.com/workflows/with/closing-and-title-package-prep-for-insurance-broker-with-applied-epic/)
- [KYC/AML Review for Insurance Brokers](https://calish.com/workflows/with/kyc-aml-review-for-insurance-broker-with-applied-epic/)
- [Client Meeting Prep Pack for Benefits Brokers](https://calish.com/workflows/with/client-meeting-prep-pack-for-benefits-broker-with-applied-epic/)
- [Portfolio Drift & Rebalance Alerts for Benefits Brokers](https://calish.com/workflows/with/portfolio-drift-and-rebalance-alerts-for-benefits-broker-with-applied-epic/)

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