AI for Applied Epic,
without the busywork.
Harcott is a private back-office service for US insurance agencies on Applied Epic. It runs the repetitive admin behind every renewal: building renewal packs, drafting endorsements and ACORD change requests, and comparing carrier quotes, designed to work inside the system your team already uses. A licensed broker reviews and signs off before anything sends.
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A 15 minute walkthrough on your own renewals · No pitch
What Harcott does for Applied Epic agencies
Harcott takes the repetitive, high-volume admin off your team's desk so producers and account managers spend more time with clients. It works the renewal end to end and stops at the point of judgment, where a licensed broker takes over.
- Builds the renewal pack and drafts the carrier comparison and cover letter
- Drafts endorsements and ACORD change requests
- Compares carrier quotes side by side
- Drafts certificates of insurance from policy data
- Clears routine servicing and reconciliation work
How Harcott works alongside Applied Epic
Harcott is designed to work inside the agency management system your team already uses, including Applied Epic, rather than replacing it or asking anyone to learn a new portal. Applied Epic stays your system of record, and your client data stays in your environment. The simplest way to confirm fit for your specific Applied Epic setup and lines of business is a short call.
Does a human stay in control?
Yes. Harcott drafts; a licensed broker reviews and signs off before anything reaches a carrier or client. Regulatory and industry guidance, including the NAIC, treats AI output as recommendations that require human oversight. Every action is logged for an audit-ready record, which is the practical way to manage errors and omissions exposure.
How do Applied Epic agencies get started?
Most agencies start by automating one high-volume workflow, such as renewals or certificates. Harcott offers a free one-month pilot so your team can use it on real work inside Applied Epic before committing to anything.
Common questions
Ca Harcott work with Applied Epic?
Harcott is designed to work inside the agency management system your team already uses, including Applied Epic. It runs the back-office admin behind renewals so your team keeps its current workflow. The best way to confirm fit for your Applied Epic setup is to book a short call.
Does Harcott replace Applied Epic?
No. Harcott is not a replacement for Applied Epic. Applied Epic stays your system of record; Harcott works alongside it to handle the repetitive admin behind renewals, with a licensed broker signing off before anything sends.
What can AI do for an Applied Epic agency?
For an agency on Applied Epic, AI can build renewal packs, draft endorsements and ACORD change requests, and compare carrier quotes, leaving the recommendation and the send to a licensed broker. Harcott focuses on that repetitive admin.
Is AI safe to use with Applied Epic?
AI is safe when a licensed human reviews every output before it sends. Harcott keeps a broker in the loop and logs every action, which is the recommended way to manage errors and omissions exposure regardless of which AMS you use.
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We spend a month at your desk and build agents for your loudest workflows. You use them like your own. If they help, send a note.
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We usually reply within a couple of hours · No card · No contract