New Client Onboarding for Insurance Agency Managers with Applied Epic
Run new client onboarding on autopilot inside Applied Epic.
The Problem
Onboarding a new Independent P&C Agency client means IPS drafting, account opening at the custodian, ACAT transfers, and 11 documents — and delays cost the AUM to hesitation.
What We Build in Applied Epic
AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in AMS360, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7. 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
Audit your Applied Epic configuration
We map the specific Applied Epic objects, custom fields, and workflows the automation needs to touch for your independent p&c agency practice.
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.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Applied Epic with enough context to act — AI handles the 80%, your team owns the judgment calls.
Frequently asked
Does this new client onboarding automation work natively in Applied Epic?+
Yes — we build directly on Applied Epic's API or agent integration. Your data stays in Applied Epic, your insurance agency managers keep the same login and UI, and there's no parallel system for the team to learn.
What Applied Epic configuration do we need before deployment?+
We work with your existing Applied Epic setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for independent p&c agency teams.
Can Applied Epic handle new client onboarding on its own?+
Applied Epic handles configuration; AI handles judgment. Native Applied Epic workflows route deterministic tasks; our automation layer adds the AI judgment Applied Epic doesn't ship out of the box — document classification, exception triage, drafting.
Is Applied Epic the right tool for new client onboarding for insurance agency managers?+
Applied Epic is widely used among independent p&c agency teams precisely because of its data model around new client onboarding. We've deployed this workflow on Applied Epic for similar firms and the integration is well-trodden.
What's the typical ROI of new client onboarding automation in Applied Epic?+
For independent p&c agency firms running Applied Epic, automation typically pays back inside the first quarter — measured against the loaded cost of the insurance agency manager hours absorbed. Higher volumes deploy faster.
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See this running in your Applied Epic instance
30-minute call. We'll look at your actual Applied Epic setup and show exactly how this workflow fits.