Deal Sourcing & Screening for Insurance Agency Managers with Applied Epic
The Problem
Independent P&C Agency associates screen 200 deals to fund 2 — the screening work is where deals get missed and where junior time gets burned.
What We Build in Applied Epic
AI pre-screens deals against the fund's thesis in AMS360, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage. Purpose-built for teams running Applied Epic — uses the native API or agent integration so nothing leaves the system of record.
Applied Epic Integration Approach
Audit your Applied Epic configuration
We map the specific Applied Epic objects, custom fields, and workflows the automation needs to touch for your independent p&c agency practice.
Build on the Applied Epic API or agent
Integration happens inside Applied Epic — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Applied Epic with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Applied Epic instance
30-minute call. We'll look at your actual Applied Epic setup and show exactly how this workflow fits.