WORKS WITH APPLIED EPIC
Epic holds the record. SoterAI does the work around it.
Your policies, clients and activities stay in Applied Epic. SoterAI takes what Epic exports and the documents that never make it into Epic (loss runs, claim files, contracts, site photos, renewal letters) and turns them into cited, client-ready deliverables for every practice.
Stays in Applied Epic
- Client and policy records
- Activities and tasks
- Certificate issuance
- Accounting and reconciliation
SoterAI adds
- Documents Epic doesn't read
- Deliverables in your template
- Workflows your team builds
- Citations to the source page
How they fit together
Each product keeps its own job.
Applied Epic
- Clients
- Policies
- Activities
- Certificates
- Accounting
- Conductor's in-Epic automation
- Epic exports and reports → SoterAI, today
- SoterAI outputs → Epic attachments and activities, today by upload
- Direct integration is on the roadmap
SoterAI
- Risk-control reports
- Claims advocacy
- Loss-run analysis
- Contract review
- Benefits renewal analysis
- Producer briefs
- Custom workflows
Applied's own AI, Epic Conductor, automates work inside Epic such as data entry and policy check against the quote and certificates. SoterAI is for the work that starts from documents outside Epic and for the workflows your teams build themselves.
What you keep doing in Epic
Client and policy records, activities and tasks, certificate issuance from live policy data, accounting and reconciliation, and anything Conductor automates for you.
What SoterAI adds
- Documents Epic doesn't read
- Loss runs, claim correspondence, contracts, site photos, carrier renewal letters.
- Deliverables in your template
- Risk-control report, coverage memo, loss analysis, stewardship report, renewal comparison.
- Workflows you build
- Your endorsement email, your weekly report, your client alert, scheduled and cited.
Side by side
The facts, next to each other.
System of record
- Applied Epic
- Yes
- SoterAI
- No; reads and writes files
Policy data entry and policy check against quote
- Applied Epic
- Epic Conductor, inside Epic
- SoterAI
- Policy Checking from uploaded documents, page-cited
Certificates
- Applied Epic
- From live policy data in Epic
- SoterAI
- ACORD certificate from uploaded policy; use Epic's when the data is there
Loss-run analysis, claims advocacy, contract review, benefits analysis, producer research
- Applied Epic
- Not Epic's job
- SoterAI
- Yes
Custom workflows your team builds
- Applied Epic
- No
- SoterAI
- Yes
Output in your brand templates
- Applied Epic
- Epic templates
- SoterAI
- Your Word and PowerPoint templates
What customers do today
What teams run on it.
A regional agency runs a Monday workflow that pulls the commercial-lines new-business activity report from Applied Epic and summarizes it for the team, and a Tuesday workflow that collects the open-claims exports from the inbox, merges them and emails the consolidated report.
Built by a customer
A brokerage claims desk builds its claims dashboard from Epic claims exports each month.
Frequently asked questions.
Sources
- Applied Systems, Epic Conductor announcement, Oct 2026 (insurance-edge.net and insurancebusinessmag.com)
- Applied acquisition of Cytora, Sep 2025 (insurancejournal.com)
Based on public information as of October 2026.
Product names are the property of their respective owners; SoterAI is not affiliated with or endorsed by them unless stated. This page is provided for independent comparison purposes.
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Running on Epic?
Tell us which exports your teams already pull and we'll show you the first three workflows on them.
Talk to our team
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