Skip to content

Epic Conductor Financial AI Automation

Get paid sooner on every policy you bind

Epic Conductor AI to handle insurance accounting at the policy level, from the quote to financing to payments and reconcilliation. Your accounting team reviews only what doesn’t match and takes month end from days to hours.

Manual accounting slows the cash flow your agency has earned - and taxes your cost structure

Billing starts from the carrier document, so when invoices go out days after binding, every one of those days is money earned but not collected. Most carriers put statements behind a portal login, which means more hours lost each week to collecting, processing, and reconciling transactions, or costly outsourcing and third-party tools that add complexity instead of removing it. Epic Conductor's Financial AI Automation now automates the billing to reconcilliation lifecycle, taking out the retrieval, rekeying, reconciling minutia at the policy line level so you can run a more lean team while making sure you get paid on time. 

Your accounting team keeps up as the book grows

Your team spends its time on exceptions, and cash posts to the policy it belongs to.

  • 90%


    Fewer reconciling hours

    With a 90% match rate from matching on multiple attributes. 

  • 99%


    Extraction accuracy

    On key statement columns across 90+ major carriers, with no user mapping. 

  • 7 of 10


    Steps run unattended

    Across quote to cash, with your accounting team confirming or reviewing exceptions. 

  • Days


    Out of the cycle

    Between binding, invoicing and getting paid, with cash settling automatically. 

Put AI on the accounting work behind every policy

Applied Epic uses AI to retrieve carrier statements, match each line to your transactions and book billing from the carrier document. Your accounting team confirms the results and reviews the exceptions.

More from Epic Conductor

  • AI built into Applied Epic

    Every automation follows your Applied Epic roles and permissions and records what it does in the audit trail. Epic Conductor also takes on servicing and accounting work.

    Explore Epic Conductor
  • A new era of commercial risk trading starts inside Applied Epic

    Connected trading handles commercial new business and remarketing. Your team builds each submission once, and connected carriers quote straight into the client account.

    Explore connected trading
  • Your servicing team reviews the work instead of keying it

    Operational automation reads policy documents, checks issued policies and drafts certificates in Applied Epic, from issuance to claims.

    Explore operational automation

Go deeper on Epic Conductor