Applied Epic Integration for AI-Powered Insurance Workflows

Connect Applied Epic data with intelligent Exdion workflows to reduce manual rekeying and streamline insurance operations.

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Applied Epic Integration

Applied Epic is a core system for many insurance brokerages. When teams use separate AI and automation solutions alongside their AMS, the value of those tools depends on how effectively information can move between systems. Exdion's Applied Epic integration is designed to bring AI-powered processing into the brokerage environment without requiring teams to abandon their existing system of record.

By connecting relevant account and policy information with Exdion workflows, brokerages can support automated document processing, analysis, and other operational use cases while reducing unnecessary manual data movement.

Data Insights & Analytics for Smart Decision-Making

Make Applied Epic Data More Actionable

Integration creates a bridge between the agency's existing information and AI-powered processes. This can help teams use account and policy data as part of streamlined workflows rather than repeatedly copying information into separate tools.

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Unique Features

Provides insights into key E&O related coverages & exclusions.
Helps in writing new business and growing existing clients.
Allows producers and account managers to quickly recognize potential risks on a policy.
Eliminates potential E&O risks that can come from non-recognition of risk by the broker.
Enables the broker to deliver the highest levels of risk advice including industry-specific and special risks.

Automate Without Disrupting the Core AMS

Connecting Exdion with Applied Epic can help agencies modernize operational workflows while preserving the value of their existing AMS investment. The result is a more connected environment for AI-enabled insurance processing.

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How Applied Epic Integration Works

The integration connects agreed data and workflow points between Applied Epic and Exdion. Relevant information can be made available to AI-powered processes, analyzed or transformed as required, and returned or routed according to the configured workflow. Human review remains available where professional judgment is required.

Explore how Exdion can connect AI automation with Applied Epic.

Client Testimonials - Decision Drivers

“We were used to manually checking policies and with our rapid growth, we were concerned that we might be limiting ourselves. Policy checking is time consuming and can impact our teammates’ ability to invest time in our customers. We were searching for a technology solution to both free up our team and reduce the potential of errors and omissions.” He explained that “After considering various options, Exdion Policy Check, was clearly the best solution due to the fast turn-around time, ease of use, time savings on the back end and the degree of accuracy that we demand. Now, our team can focus better on our clients and other custom-tailored solutions we offer to them.”

Jason Vandeberghe

Profit Center Leader at Brown & Brown of Michigan

“It was a fairly easy decision for us. Policy checking was always a heavy process that took a lot of time away from our quality control team. As an agency, we pride ourselves on our processes and place emphasis on delivering a superior customer experience. With ExdionPOD, we expect to significantly cut down the time taken to check policies and also extract costs savings and efficiency.”

Cody Mast

Commercial Operations Manager at Hummel

“We are very excited to work with the team at ExdionPOD. We have been heavily investing in technology over the last four years. One of our key areas of focus is to automate but only where it makes sense, which for us is defined by enabling our team to more efficiently, effectively, and individually service our clients and customers. ExdionPOD makes perfect sense. By using the platform, we will be able to re-allocate time away from manual document processing and into time spent enhancing our relationships with and properly advising our clients. ExdionPOD enables us to continue to raise the standard for the high-quality services we provide.”

Judson Norton

Managing Principal at Erwin

“At Iroquois, our focus is on providing value to our member agencies. ExdionPOD is a powerful platform that significantly cuts down the time required to check policies. In the current context, this allows agencies to refocus their energies on client relationships and risk advisory roles.”

Charlie Venus

VP Middle market, and Specialty at Iroquois Group

“Our operations teams were looking to improve efficiency in the policy checking process and we knew that it had to be done through technology. After reviewing multiple other technologies and solutions in the market, we chose ExdionPOD. We find that ExdionPOD is a reliable solution that can bring in tangible cost savings and efficiency improvements to our organization.”