LP & Investor Reporting for Insurance Agency Managers with Applied Epic
The Problem
Quarterly LP reporting for Independent P&C Agency funds means rebuilding the same waterfall, commentary, and portfolio updates from AMS360 every quarter.
What We Build in Applied Epic
AI builds the LP report from live fund data, drafts commentary per portfolio company, and publishes to the LP portal — reporting goes out on day 15, not day 45. 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.