Stockman Insurance Picks Applied's AI Tools to Reduce Admin Load and Fuel Growth
Stockman Insurance has adopted two Applied Systems solutions - Applied Book Builder and Applied Recon - to give teams faster access to account insights, clean up back-office work, and scale operations. Both tools are embedded in Applied Epic, so staff can work inside existing workflows without juggling extra apps.
As the agency adds new lines and locations, the goal is simple: less manual work, cleaner data, and more time for advising clients and winning new business.
What Book Builder Adds to the Front Office
Applied Book Builder turns scattered commercial account data into clear opportunity maps. It enriches accounts with data from thousands of public sources, flags coverage gaps at renewal, and can pull key business details from just a name and address.
It also produces concise, transparent coverage suggestions that make client conversations faster and easier to understand - helpful for account rounding and cross-sell.
What Recon Fixes in the Back Office
Applied Recon consolidates accounting workflows inside Epic and automates direct bill reconciliation. It ingests PDFs, CSVs, XLS, and AL3 (Ivans) statements from P&C and Benefits carriers, cleans and standardizes the data, then matches statements to Epic policies and plans with high accuracy. The system keeps learning to improve matches over time.
Reconciled statements can post straight into Epic's General Ledger. Every statement is stored and tagged for clean audit and reporting - fewer swivel-chair tasks, fewer errors, and faster month-end close.
- Formats supported: PDFs, CSVs, XLS, and AL3 (Ivans)
- Outcomes: quicker commission reconciliation, lower training burden, and a single source of truth for accounting
Why This Matters for Insurance Operations
- Free up producer and account manager time by reducing manual data gathering and entry
- Lift cross-sell and renewal quality with data-backed, easy-to-discuss coverage suggestions
- Tighten financial accuracy with automated statement matching and GL posting
- Keep everything inside Epic to minimize change management and tool sprawl
"As our agency continued to grow and add new lines of business, we needed smarter ways to manage increasing volumes of data and reduce the amount of manual work required to support our teams," said Marcy Parks, Director of Operations, Stockman Insurance. "Applied Book Builder and Applied Recon help us surface the information we need, streamline commission reconciliation and bookkeeping, and give our staff more time to focus on advising clients and identifying new business opportunities."
"Growing an insurance business today means having more time to focus on the hero work of advising customers, requiring admin work to be automated by trusted AI-driven systems," said Anupam Gupta, chief product officer, Applied Systems. "Applied Book Builder and Applied Recon reduce the immense burden of manual data gathering and entry, helping agencies like Stockman Insurance redirect their expertise toward advising clients and growing their business with confidence."
Practical Steps If You're Considering Similar Tools
- Map your reconciliation workflow inside Epic and list the file types you receive from carriers
- Pilot with one line of business or a subset of carriers to validate statement matching and posting
- Track baseline metrics: days to reconcile, staff hours per month, adjustments per close, and cross-sell hit rate
- Standardize data entry rules for account details to improve match accuracy and reporting
- Create a short enablement plan for producers and account managers focused on coverage suggestions and client conversations
Bottom Line
Stockman Insurance is leaning into embedded AI inside Epic to reduce administrative drag and focus teams on revenue-producing work. If your agency is feeling the weight of manual reconciliation and fragmented account data, tools like Book Builder and Recon offer a direct path to cleaner operations and steadier growth.
If your team also needs upskilling on AI and automation for insurance workflows, explore role-based learning paths here: AI courses by job.
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