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Course

Core Platform, Automation, and AI

(2783) Reusable Utilities in Applied Epic


Content Level: Intermediate

Personas: Owner/Principal, IT/Operations Manager, Office Manager

Products: Applied Epic, Ivans

Monday, September 28, 2026
11:00 AM - 12:00 PM East Coast USA Time
Applied Epic® has a deep ecosystem of automation tools (Reusable Assets) that can enhance data quality, automation, data cleanup, integrations, and data management. For agencies of any sophistication, awareness and knowledge of what these tools can accomplish is critical to an agency’s success. This session will review these tools, their usage, and their benefits. Examples include: Custom Form Extract tool, Transaction Import tool, Book of Business Import Utility, Brokerage Builder to Epic Synchronization, GEN4 to Epic Synchronization, Tinubu to Epic Integration tool, Commercial Policy Risk tool, Statement of Values, etc.