Policy Renewal Outreach for Insurance Agency Managers with Applied Epic
The Problem
Independent P&C Agency policy renewals sneak up — the broker misses the 60-day window to remarket and the client takes the carrier increase.
What We Build in 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 — retention climbs and premiums stay competitive. 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.
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.