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Faster, cleaner close
Exceptions get worked during the month instead of piling up at month-end, so cash is recognized in the month it was earned.
Capabilities eyebrow content
Keep every policy accurate from issuance through renewal.
Applied Epic® is insurance policy management software that keeps client, policy and coverage data on one record. Endorsements, renewals and cancellations all update that same record, so you're never re-entering what the system already knows.
Between issuance and renewal, your team retypes the same policy details over and over.
Details go into a spreadsheet, then into a separate quoting tool, then back to the client over email for confirmation, and none of those share a data model. Nothing carriers forward, so the work happens again at the next handoff.
Servicing scales with the book, which has meant adding headcount to keep up.
Key benefits
What Recon changes for finance teams, at a glance.
Fewer manual hours
AI-powered extraction and matching remove hours of manual statement work from the team every month.
Higher accuracy, less rework
Six-signal matching, plus a system that improves with every approved match, means fewer errors to chase down later.
One process instead of several
Direct bill and agency bill, P&C and benefits, close together in a single pass — no second tool, no third-party bridge.
Work every stage of the policy from one record.
Capabilities Included
Everything lives in one account
Enter policy detail once, and it's correct across quoting, servicing and financials, because every detail is attached to the client record.
Endorsements without re-keying
A mid-term change posts against the existing policy and reaches servicing and billing on its own, so nothing needs to be rekeyed.
Answer without switching screens
Policy history, documents and communications are stored in the account make it possible to respond to a client request without hunting across systems.
Carrier updates land on their own
Renewal notices, endorsement confirmations and commission updates arrive from carriers straight onto the account through Ivans, Applied’s own carrier network. Nothing waits on a phone call or a manual download.
Work renewals from a prioritized list, not scattered reports.
Capabilities Included
All renewals in one prioritized workspace
Renewals manager consolidates active renewals into one view, so you work the list instead of rebuilding it from expiration reports and inboxes every week.
Priority set by urgency
Accounts surface by how close they are to renewal, so the next priority account is already decided.
Answer without switching screens
Department managers see the full renewal pipeline in one place, and where work has stalled, without pulling a report to find it.
Key features at a glance
The Epic capabilities that keep the policy lifecycle accurate and connected to everything your team does next.
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Single system of record
Every line of business runs on the same account record, so nothing gets rekeyed across quoting, servicing and renewal.
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Endorsement processing
Mid-term changes post against the existing policy and flow to servicing and billing automatically, without a separate entry in another system.
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Renewals Manager
Active renewals sit in one prioritized workspace, with status and the next step visible at a glance.
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Policy documents
Forms, correspondence, and attachments live in the account, so a document from any point in the policy's history turns up from one search.
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Coverage history
A full record of coverage changes, over the life of the policy, stays available, without rebuilding it from old files or email threads.
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Role-based dashboards
Producers, managers and owners see book and renewal performance by line and location, without a separate report.
What customers see from Applied Epic policy management.
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Faster renewal turnaround
Time saved when renewals arrive pre-sequenced on one prioritized list.
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Fewer renewals missed
More renewals reach carriers inside the outreach window, before the policy is set to expire.
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Less manual re-entry
Endorsement and policy data flow to servicing and billing without a second entry.
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Servicing hours returned
Time given back to the team by keeping every record in one place.
Frequently asked about Applied Epic policy lifecycle management
Insurance policy management software is the system an agency uses to manage a policy from issuance through renewal or cancellation, including any mid-term endorsements, with client and coverage data on one record. In Epic, that record connects directly to servicing, accounting and reporting, with active renewals surfacing in one prioritized workspace so every expiring policy is visible before the expiration date.
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Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
Go deeper on Applied Epic policy management
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Blog
Resource Title
How one agency tightened its renewal process onto a single record and stopped losing accounts to missed outreach windows.
Read Now -
Demo Video
Resource Title
A walkthrough of working renewals and endorsements inside Applied Epic.
Watch Now -
Guide
Resource Title
Why one system of record beats a stack of point tools once an agency is servicing policies at scale.
Read Now