Automatic Reconciliation in Applied Epic. AI tool saves your accounting team hours | Applied Recon

Описание: Applied Recon transforms how agency finance teams tackle their most time-consuming task. Native AI capabilities embedded directly in Applied Epic automatically ingest, extract, and match carrier statements using six intelligent signals, such as policy numbers and term dates. There’s no need for spreadsheets, duplicate tools, or fragile integrations. Just drag, drop, review, and post. It's faster cycles, fewer errors, and complete confidence, all in one secure system your team already knows.

For more information about Applied Recon, talk with your sales representative.
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Applied Recon is AI-powered accounting automation

Reconciling carrier commissions and payable statements has long been one of the most manual and time-consuming tasks for agency finance teams. Statements arrive in every format imaginable – PDFs, spreadsheets, CSVs, even paper – often containing thousands of records. The result: hours lost each week to collecting, processing, and reconciling transactions, or costly outsourcing and third-party tools that add complexity instead of removing it.

Applied Recon changes that. As the industry’s only AI-powered reconciliation solution built directly into Applied Epic, Applied Recon consolidates accounting workflows into a single, secure system. Upload carrier statements in any format, and Applied Recon automatically extracts, matches, and reconciles transactions with speed and accuracy. By eliminating redundant tools and manual effort, Applied Recon delivers faster closes, greater accuracy, and unmatched efficiency so finance teams can focus less on paperwork and more on profitability.

Learn how Artificial Intelligence give your accounting team a ton of time back in their day:
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Applied Epic: Insurance agency management software

The management system is the backbone of your agency, so it needs to have the functionality to manage your entire business and the flexibility to grow as you do. Applied Epic is the world’s most widely used insurance agency management system (AMS) for growth-minded, mid-size, and enterprise independent agencies. All roles, locations, and lines of business, including P&C and Benefits, can be managed in this one platform to gain a crystal-clear picture of your entire agency. The browser-native platform gives you secure access to data on the go, minimizes software management, and puts new features in your hands faster.

Applied Epic’s native capabilities handle prospecting, pipeline management, market access, personal lines and commercial lines quoting and submissions, accounting and digital payments, operational reporting, policy management, and more. All the tools needed to manage the end-to-end policy lifecycle are embedded or integrated within the platform, so you can effectively and efficiently work in one system that keeps information and workflows connected instead of switching between multiple disconnected software solutions. Let our easy-to-use, all-in-one cloud-based management system be the foundation on which you build your growing insurance agency.

Applied Epic is the best AMS for your agency. Learn how our agency management system can make your life easier:
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