Epic Conductor Financial AI Automation
Get paid sooner on every policy you bind
Epic Conductor AI handles insurance accounting at the policy level, from the quote to financing to payments and reconciliation. 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 to costly outsourcing and third-party tools that add complexity instead of removing it. Financial AI automation in Epic Conductor now handles the billing-to-reconciliation lifecycle, taking out the retrieval, rekeying, and reconciling minutiae at the policy line level, so you can run a leaner 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.
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90%
Fewer reconciling hours
With a 90% match rate from matching on multiple attributes.
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99%
Extraction accuracy
On key statement columns across 90+ major carriers, with no user mapping.
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8+
Weekly reconciliation hours saved
Time saved, on average, with AI matching statement lines in Applied Epic.
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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 read carrier statements, reconcile direct bill and agency bill, and turn a policy quote into a finance agreement.
Recon
Review only the lines that didn’t match
Direct bill statements arrive in every format, on every carrier’s schedule, and reconciling them takes 10 to 15 hours a week per person. AI reads each statement, whether it’s a PDF, spreadsheet, AL3 file or scanned paper, matches every line on policy number, term dates and line of business, and shows you only the exceptions.
Recon
Agency bill closed in the same pass
Agency bill statements show the premium and commission a carrier expects on each policy you billed, and every mismatch is money owed one way or the other. Applied Epic matches each line to what’s recorded on the policy and posts direct bill and agency bill together, so the month closes once.
Premium Finance
Financing offered in minutes
Starting a finance agreement usually means rekeying the quote into a lender’s portal. AI pulls the coverage, premium and carrier details from the policy quote into the finance application, and the client signs and makes the down payment on the same checkout page. When the down payment clears, Applied Epic saves the signed agreement to the account and marks the policy as financed.
More from Epic Conductor
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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 placement and servicing 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 builds account and prospect profiles in Applied Epic, from issuance to claims.
Explore operational automation
Go deeper on Epic Conductor
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Blog
From System of Record to System of Action
What changes in daily agency work when the AMS does the routine steps?
Read Now -
Blog
How Tate Insurance Group Made AI Adoption Mandatory
How one agency made AI part of every commercial renewal review.
Read now -
Product Video
The AI-Powered Reconciliation Solution Agency Finance Teams Need
The reconciliation workflow agency finance teams run with AI in Applied Epic.
Watch now
See financial automation on your own statements
See a carrier statement retrieved, matched to your transactions and posted by Epic Conductor, with only the exceptions left for your team to review.