Automate the busywork. Keep Applied Epic up to date.
Cooper’s Applied Epic integration automates manual insurance workflows across submissions, proposals, servicing, and renewals while keeping your AMS current.
- Submissions
- Proposals
- Servicing
- Renewals
Certified integration
A faster path to Epic automation.
As a Certified Vendor Integration Partner, Cooper gives agencies a faster, more streamlined path to deploying with Applied Epic. The integration is built to stay current with Epic releases and does not require any additional purchase from Applied.
The Cooper advantage
Built around how your agency uses Epic.
Every agency uses Epic differently. Cooper fits your workflows and SOPs.
Automate repetitive work
Reduce manual data entry across 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 updates flow back into Epic, keeping the system of record current for your team.
How it works
Cooper works with Epic, not around it.
Account + policy context
Automates the work
Completed work + updates
Use cases
Put your Epic data to work.
Cooper uses Applied Epic data to automate processes across the policy lifecycle.
New business & submissions
Cooper intakes new business, creates the Epic account, then prepares applications and ACORDs and submits to carriers.
Online raters
Cooper uses client and risk data from Epic to complete online raters and portal workflows without re-keying information, then saves quotes back to the account.
Account servicing
Cooper uses Epic account and policy data to handle certificates, endorsements, and document requests while keeping the account record current.
Renewals
Cooper uses policy details, documents, and account history from Epic to prepare renewal work and write updates back to the account.
What they say about Cooper
“We now have the capacity to get submissions out same day. It used to be ‘we can’t do this today, we’ll get it out tomorrow morning.’ Now anything we get in a day, we can get out to market, which is huge.”
Marketing Manager, Specialty Commercial Brokerage
Get started
See how Cooper works with your Epic setup.
See how Cooper fits into the way your team already works and gives them more time for the work that moves the business forward.