Applied Epic + Cooper
Automate the busywork. Keep Epic up to date.
Cooper works with your Applied Epic setup to automate repetitive insurance workflows while keeping Epic current as the work gets done.
Certified Applied Systems
integration partner.
- Submissions
- Servicing
- Renewals
- Quotes
- Certificates
The Cooper advantage
Built around how your agency uses Epic.
Every agency uses Epic a little differently. Cooper learns your workflows and processes, then automates the repetitive work around them.
Automate repetitive work
Reduce manual data entry, submissions, servicing, renewals, and other insurance workflows.
Use the context already in Epic
Cooper uses the account and policy information your team already relies on.
Keep Epic current
Completed work and relevant updates flow back into Epic, so your team can continue working from the system of record.
How it works
Cooper works with Epic, not around it.
Accounts • Policies • Activities • Documents
Submissions • ACORDs • Carrier workflows • Proposals • Servicing • Renewals
Completed documents • Activities • Notes • Updated account information
Use cases
Put your Epic data to work.
Cooper works with Epic to automate processes across the policy lifecycle.
New business & submissions
Pull Epic account and policy data to pre-fill applications and ACORDs, then save completed work back to the account.
Online raters
Use data and risk data from Epic to complete online raters and portal workflows with no rekeying, then drive quotes back to the account.
Account servicing
Use Epic account and policy data to automate certificates, endorsements, and document requests while keeping the account record current.
Renewals
Prepopulate renewal reporting materials and pull policy details, documents, and account history from Epic to create renewal work and write updates back to the account.
Get started
See how Cooper works with your Epic setup.
Show us how your team uses Epic today, and we'll show you where Cooper can take the manual work off their plate.
Book an Epic demo