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System · Insurance

Let any AI agent take governed actions in Applied Epic

Applied Epic is the agency management system for brokers — accounts, policies, and servicing. Upware lets your agents act in it safely — deterministic, policy-bounded, and fully audited, without changing the system.

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Governed by policy & RBAC Full audit trail Outbound-only on-prem bridge No rip-and-replace
The problem

Why agents stall at Applied Epic

Applied Epic is where broker operations live — accounts, policies, activities, and the servicing records that carry real E&O weight. Reading that data is tractable; AI agents can query it today. The hard part is writing back: policy updates, certificate issuance, activity logs, and carrier portal round-trips all demand accuracy that a hallucination-prone agent simply cannot guarantee on its own. Upware wraps Applied Epic as a governed AI skill — learning the exact servicing workflow once, replaying it deterministically at runtime, and capturing a full audit trail on every action so nothing lands in a dispute without documentation.

Servicing accuracy
Policy details, endorsements, and certificates must match the carrier exactly; a wrong write creates E&O exposure.
Carrier round-trips
Real servicing crosses into carrier portals and downloads Applied Epic doesn't fully own.
Document and trail
Every servicing action needs documentation and a trail for compliance and disputes.
What you unlock

Actions Upware makes safe in Applied Epic

Read account, policy, and activity context
Update policy and servicing records within policy
Log activities and attach documents
Sync with carrier portals and downloads
Route tasks to the right servicer
The harness

AI to learn. Deterministic to execute.

Upware learns the process once and encodes it as a mostly-deterministic workflow: system interactions replay exactly, and any LLM steps are wrapped in policy, verification, and audit — so execution stays governed and drift-proof.

O
Observe & Learn
Records the real workflow once, across every system it touches.
G
Generate
Builds the API, data flow, and logic automatically — no integration project.
E
Encapsulate
Wraps it as a governed AI skill over secure MCP or API.
R
Run
Executes deterministically — RBAC, audit, and scale built in.
FAQ

Common questions

Can an AI agent write to Applied Epic — updating policies or logging activities — without creating E&O exposure?
Yes, but only if the agent acts through a governed execution layer rather than making freeform decisions at runtime. Upware learns the approved servicing workflow by recording it once — UI events, field values, validation steps — then replays that sequence deterministically. Every write is bounded by policy, verified before it posts, and logged with a full audit trail. The agent never improvises inside Applied Epic; it executes a recorded, approved path.
Applied Epic is connected to carrier portals and downloads that it doesn't fully own. How does Upware handle those cross-system round-trips?
Upware records the entire servicing workflow as it actually happens, including the browser steps into carrier portals and the download reconciliation that follows. It generates the integration from that recording — no API required on the carrier side — and encapsulates the full cross-system sequence as a single governed AI skill. When an agent triggers it, the on-prem bridge replays each step in order, across every system involved, with RBAC controlling which agents can execute which actions.
What does the audit trail look like, and is it sufficient for regulatory review or a carrier dispute?
Every action Upware executes generates a structured, timestamped record: which agent triggered it, which workflow ran, what inputs were passed, what the system returned, and whether any policy check fired. For Applied Epic specifically, that means servicing writes, activity logs, and document attachments all have a corresponding execution record. The trail is designed to answer the questions a compliance officer or carrier will actually ask — not just that something happened, but exactly what happened and who authorized it.

Put your agents to work in Applied Epic

See how Upware turns a recorded workflow into a governed action in days.

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