AI tools that work with Applied Epic
Ascend
Accounting & reconciliationAccounting automation for invoicing, payments and reconciliation, using AI to parse documents and reduce manual entry.
Applied Epic · confirmedHawkSoft · confirmedAMS360 · confirmedApplied Systems · listedMomentum (NowCerts) · listedVertafore · listedCanopy Connect
Intake & formsCollects current/prior insurance data from prospects, normalizes it and sends it to comparative raters, CRMs and AMSs.
Applied Epic · writes backHawkSoft · writes backEZLynx · writes backAgencyZoom · writes backApplied Systems · listedVertafore · listedCara
CSR assistantTriages inbound calls and emails, automates coverage comparisons, quote proposals and certificate issuance, syncing with the AMS.
Applied Epic · writes backHawkSoft · writes backAMS360 · confirmedApplied Systems · listedMomentum (NowCerts) · listedCertificial
CertificatesSmart COI network issuing certificates from the agent's live AMS policy record; AI extracts data from PDF COIs.
Applied Epic · confirmedHawkSoft · confirmedMomentum (NowCerts) · confirmedApplied Systems · listedClientCircle
MarketingMarketing automation, CRM and communications platform built for insurance.
HawkSoft · writes backApplied Epic · confirmedMomentum (NowCerts) · confirmedEZLynx · confirmedVertafore · listedCooper AI
CSR assistantAI coworker that fills raters, completes applications and handles pre- and post-bind servicing.
Applied Epic · writes backAMS360 · writes backHawkSoft · writes backEZLynx · confirmedApplied Systems · listedCoverflow
Policy checkingExtracts policy data, checks it against binders and proposals, and generates proposals and COIs while updating the AMS.
Applied Epic · writes backApplied Systems · listedEcoLink
AI receptionist & phoneConnects callers to their account agent, shows call history on a live dashboard and logs transcripts and documents back to the AMS.
Applied Epic · writes backEZLynx · confirmedApplied Systems · listedFeathery
Intake & formsIntake platform that extracts data from policy documents, autofills carrier forms and compares quotes and coverage.
Applied Epic · writes backFulcrum
Policy checkingPolicy checking and quote comparison for brokerages, with proposal and certificate generation.
Applied Epic · writes backApplied Systems · listedGaya
QuotingBrowser extension that autofills client data into carrier portals, AMS, ACORD forms and PDFs.
Applied Epic · writes backAMS360 · writes backQQCatalyst · writes backMomentum (NowCerts) · writes backEZLynx · writes backHawkSoft · writes backInsuredMine
MarketingInsurance CRM with pipeline management, drip campaigns, call logging, cross-sell predictions and an after-hours voice agent.
Momentum (NowCerts) · writes backHawkSoft · writes backAMS360 · confirmedApplied Epic · confirmedQQCatalyst · confirmedSagitta · confirmedZywave · listedLightspeed
AI receptionist & phoneCloud phone system with AI transcripts, summaries, sentiment and automatic AMS call logging.
HawkSoft · writes backApplied Epic · writes backAMS360 · writes backQQCatalyst · writes backMomentum (NowCerts) · writes backEZLynx · writes backAgencyZoom · listedApplied Systems · listedVertafore · listedLoss Run Pro
Intake & formsAutomates requesting and retrieving commercial loss runs from 5,000+ carriers and MGAs, with AMS integration and claims dashboards.
Applied Epic · confirmedAMS360 · confirmedHawkSoft · confirmedOutmarket
Policy checkingAutomates policy analysis, quoting, coverage gap detection and proposals.
Applied Epic · writes backHawkSoft · writes backAMS360 · confirmedApplied Systems · listedQuandri
Policy checkingReviews renewing personal lines policies for changes, drafts personalized renewal emails and writes summaries into the AMS.
Applied Epic · confirmedApplied Systems · listedRecordLinker
Agency operationsAuto-maps company names and entities between systems during conversions, book imports and M&A integrations.
Applied Epic · writes backApplied Systems · listedVertafore · listedReFocus AI
Retention & cross-sellPredictive retention analytics that flag policies likely to cancel and deliver a prioritized renewal list.
AMS360 · confirmedHawkSoft · confirmedApplied Epic · confirmedEZLynx · confirmedQQCatalyst · confirmedAgencyZoom · confirmedSonant
AI receptionist & phoneAI receptionist for inbound calls: routine service, quote intake, routing, and notes written back to agency systems.
Applied Epic · writes backHawkSoft · writes backAMS360 · confirmedQQCatalyst · confirmedEZLynx · confirmedMomentum (NowCerts) · confirmedApplied Systems · listedXILO
QuotingAI agents for intake, quoting and proposal generation.
Applied Epic · writes backAMS360 · writes backEZLynx · writes backHawkSoft · writes backApplied Systems · listed