Carrier portals, worked for you
Epic data goes into Progressive, Travelers, Liberty Mutual and the rest once — logins, navigation, and form-fill handled, quotes brought back to the account.
What we build on top of Applied EpicThe Applied Epic busywork
The Applied Epic busywork
worth automating.
We read what is already in Applied Epic and handle the repetitive steps around it. Deterministic where a wrong number matters, AI where it earns its seat — and you approve which is which.
ACORD forms, prefilled
ACORD 125 / 126 / 130 / 140 generated from the Epic record and rule-checked before they leave — no blank-field round trips.
Quotes synced back
Premiums, quote PDFs, and policy numbers written into the right Epic fields. No manual transcription from a portal tab.
Consistent across branches
The same automation runs the same way for every producer and every location — no per-branch retraining, no drift between offices.
Renewals that prep themselves
Upcoming renewals surfaced from Epic, re-marketed across carriers, and packaged for the producer ahead of expiration.
Certificates & messy docs
COIs issued from the Epic policy and logged back, and unstructured carrier PDFs parsed into structured fields on the record.
Want to feel the data plumbing before you book? A few of these run free, no signup: you can autofill an ACORD from a DOT number, decode a VIN, or browse all the free tools.
How it actually worksYou record a Loom.
You record a Loom.
We do the rest. Same week.
No statement of work, no change orders, no “out of scope.” A named build lead in your Slack from day one, working inside the Applied Epic setup you already have.
01
Monday
↳ You
You send a Loom.
Screen-record the Applied Epic task that eats your week. No script — “every Monday I copy these into Applied Epic and email the agent.” Don’t know what to record? We have a five-question prompt.
02
Same day
↳ Your build lead
A real human replies — by name.
Your build lead watches the Loom and replies in your shared Slack with what she heard, what she’d build, the time it saves, and a one-line confirmation: “demo Friday at 10.” The recommendation comes before we build.
03
Friday, 10am
↳ You + your build lead
You watch it run on your real data.
Not a mockup. The actual automation, inside Applied Epic, running on this morning’s data. We screen-share, you click around, you push it. We keep building until you say “that’s the thing.”
04
Every week after
↳ Us, quietly
It keeps working. We keep watching.
Carriers change portals. APIs deprecate. Your team adds a column. We get the alert before you do — most of the time you find out something broke only because we Slack you the fix.
What clients actually say
Engineers who already speak insurance.
“It is like having an in-house fractional head of engineering and a fully functional dedicated team.”
Adam Smith
VP of Product · Truckerpath Insurance
“Alfabolt took over our digital platform and internal systems, improved functionality fast, and cut hosting and infrastructure costs by 50%.”
After just a few months, they were a fully integrated part of our team.
Julie Zimmer
CEO · Luckytruck
FAQ
Applied Epic questions, answered.
Do you work with Applied Epic?
Yes. We run on top of Applied Epic and automate the repetitive work around it — reading client, policy, and ACORD data, pushing it into carrier portals, and writing quotes back, across every book and branch. Your team keeps working in Epic exactly as they do now.
Do we have to change how our team uses Epic, or involve IT?
No. There is nothing new to learn, no rip-and-replace, and no IT project. We automate the steps that happen around Epic; your team’s day-to-day inside the system stays the same.
Is this just AI? How do we trust it with a quote?
We use LLMs where they earn their seat — parsing carrier docs, drafting emails. We do not use them where a hallucinated number could send a wrong renewal. Your runbook lists what is AI vs. deterministic, and you approve every category.
Can it scale across our branches and books?
Yes. The same automation runs identically for every producer and location, so it scales without per-branch retraining or drift between offices.
We also run AMS360 for some books — can you do both?
Yes. We work on top of Applied Epic and AMS360 alike. The same approach works regardless of the management system, so a multi-AMS agency is no problem.
How fast can we get started?
Send a Loom on Monday and you watch it run on your real Epic data that Friday. Month to month, you own everything, cancel anytime.
The next 20 minutes
Bring the Applied Epic workflow eating your Mondays.
Leave with a plan.
Twenty minutes, no deck. Show us the Applied Epic task, we tell you whether we can automate it and what it would cost. If the answer is no, we’ll tell you who can.
Book a consultation →● 4 onboarding spots remaining for June