Applied launches Epic Conductor, native AI that runs agency workflows inside Epic

Applied Systems said Tuesday at Applied Net 2026 that it launched Epic Conductor, an AI platform built natively into Applied Epic so agencies can automate policy operations, financial workflows, and commercial submissions end to end instead of task by task.

Agency systems already hold the policy file, but staff still retype carrier documents and chase portals. Applied is putting the automation inside Epic so the AI moves work across operations, money, and trading instead of answering questions in a side chat.

On Tuesday, 29 September 2026, Applied Systems launched Epic Conductor at Applied Net 2026. The GlobeNewswire page stamps the release September 29, 2026, 9:00 a.m. Eastern. The dateline is Chicago, and the source line is Applied Systems. Applied calls Epic Conductor a new AI platform built natively into Applied Epic. Natively, here, means the software sits inside the system an agency already uses, not in a separate tool beside it. Applied Epic is that agency management system, the place the policy file lives. Those lines are Applied’s.

What Applied says changed. The subhead says the platform conducts agency workflows end to end across the policy lifecycle, all within Epic’s existing security controls. A policy lifecycle is the path from a quote through the policy that is issued, billed, and later renewed or shopped again. The release calls the launch a turn in Epic’s path from a system of record into a system of action. A system of record is the software the agency treats as the official file. A system of action, in Applied’s phrase, is software that carries the work, not only stores it. Applied says the automation covers operational policy, financial, and submission management workflows, and that the aim is significant cost savings and top-line premium growth. Premium, here, is the price of the policies an agency places. Top line is revenue. “Significant” and that growth line are Applied’s words. The release does not print a dollar figure for either. Those lines are Applied’s.

The problem Applied names. It says systems that still depend on slow manual work limit an agency’s growth and raise its risk. Epic Conductor, it says, is built to take that friction out. It conducts work end to end across the policy lifecycle instead of task by task. Once it takes whole workflows rather than single tasks, Applied says, agencies drop large pieces of that manual work, and people spend their time advising clients and winning business. Those lines are Applied’s.

Three domains. Applied says Epic Conductor runs the automation across operational automation, financial automation, and connected trading. Those are the three headings on the release.

Operational automation, as the release states it. Information from the policy lifecycle, from the day a policy is issued through a claim, is easier to find, and context and documents are routed so the automated work can run. A natural-language search lets a person ask in ordinary words across records and attachments. Applied calls search Epic’s most common task, and says it gives agencies back hours. The AI extracts data from carrier documents, including dec pages, applications, and submissions, and writes that data back into Epic. A dec page is the declarations page, the cover sheet that lists what a policy covers. A submission is the package sent to a carrier to ask for a quote. Applied says that cut data entry by more than 50 percent right away, which is more than half, and that every action is logged for E&O. E&O is errors and omissions, the record an agency keeps if a coverage was entered wrong. The release does not describe a study, and it does not name a customer behind the 50 percent line. Quote comparisons run side by side, in seconds, Applied says. Every policy is checked by AI against what was quoted, and coverage gaps and missing endorsements are flagged. An endorsement is a change that adds or limits coverage. Applied says both the comparison and the check shrink hours of manual work to minutes. Those time lines are Applied’s.

Financial automation, as the release states it. One continuous process runs on the same policy records the rest of the agency uses, from the carrier document that starts a transaction through collection and reconciliation. Reconciliation is matching the money that moved to the records. Applied says the official record of every financial transaction is tied to a policy, from invoicing and accounts receivable through trust accounting and the general-ledger close, so there is one version of the financial truth. Accounts receivable is money clients owe. Trust accounting is client or carrier money held apart from the agency’s own cash. The general ledger is the set of books. On billing, Applied says the carrier document arrives, the client is invoiced with a payment link and financing options, and the money moves sooner. The heading on the match step is “Reconcile automatically with a human in the loop.” A human in the loop means a person still reviews the match. Direct bill, agency bill, and bank statements are taken in and matched against Epic. Direct bill means the carrier bills the client. Agency bill means the agency bills and collects. Applied says that match removes manual entry and touch. Those lines are Applied’s.

Connected trading, as the release states it. Agencies get one view of what is in the market, including new commercial business and remarket submissions, and a path to place more business with the carriers they want to grow with, without rebuilding data Epic already holds. To remarket is to shop an existing policy to other carriers for a new quote. Every submission goes through one AI workflow, with the status visible, quotes recorded in Epic, and gaps flagged. Applied says the email chase and the switching between apps go away, and that each submission is finished and sent to carriers faster. Small commercial can be quoted from an email or from inside Epic. The AI reads the message, pulls out the details, and routes them to carriers. Applied says agencies do less portal navigation and keep more margin. Margin, here, is what is left after the work of placing the policy. For a remarket, the AI pulls the policy already in Epic and routes it to carriers, who quote back in Epic. Applied says an agency can remarket in minutes, not days, and grow revenue with the carriers it chooses. Those speed and margin lines are Applied’s. The release does not name a carrier, and it does not say any carrier is the only one.

Lance Williams, chief product officer, said many AI tools today are features for a narrow job, not a connection across the whole policy lifecycle. He said the ambition is to apply AI to what nobody else can: connect the work that moves from operations to finance and trading teams and out to carriers, in one system, and remove the friction that stalls it so results come faster. He said that is what Epic Conductor does. It conducts the work itself, so agencies and brokerages get time back to serve clients and grow. That quotation is his, in the release.

The about box describes the company. Applied calls itself the current that connects the insurance value chain, and the world’s largest provider of insurance software, connecting agencies, brokers, and carriers. “World’s largest” is Applied’s phrase. The release does not print a customer count, a price, or a revenue figure for Epic Conductor.

In plain terms, Applied told agencies on Tuesday that Epic Conductor is AI inside Applied Epic. It says the software can search the file, pull data off carrier documents into Epic, compare quotes, check a policy against what was quoted, run the invoice through the books, and send commercial submissions and remarkets to carriers from the same system. A person still reviews the money match. The more-than-half data-entry cut, the hours-to-minutes lines, and the minutes-not-days remarket line are Applied’s. The release does not print a price or a customer name.

The picture is a slate-navy desk graphic of those three domains. A bar labeled Epic Conductor sits over three panels: Operations, Finance, and Connected Trading. Amber type lists the work in each panel. A line at the bottom says the AI is native in Applied Epic. It is a diagram of the launch. It is not a photograph of Applied Net, and it is not a product screen.