The situation: Every week, Shiaz Solutions brokers were manually running policy shopping in Applied Epic, a multi-step process requiring navigation across multiple screens, carrier portals, and data re-entry. Simultaneously, call compliance documentation was entirely manual: brokers took handwritten notes, then transcribed them into the BMS after each call, with no standardized format and no audit trail.

The situation: Bessette Assurances faced two distinct but equally painful bottlenecks. First: incoming documents (PDFs, attachments, scanned forms) required manual sorting, classification, and splitting before being attached to the correct policy in Applied Epic, taking one staff member the better part of their day. Second: the commercial billing cycle required manually creating transactions, generating invoices, writing a cover letter, and preparing the outgoing email for each file, repeated dozens of times daily.

The situation: Geska's team was manually attaching documents, policies, endorsements, claims files, activity notes, one by one inside Applied Epic. Each attachment required opening the correct policy, navigating to the right section, uploading the file, categorizing it, and saving. For a batch of 20 documents, this repetitive sequence took approximately 30 minutes of uninterrupted work per employee. Multiply that across daily incoming document volumes, and the team was collectively spending full hours every day on a zero-value administrative task.

The situation: At RK Assurance, compliance auditing was entirely manual: a broker or manager had to listen to recorded calls, verify that required questions were asked, and document the findings: one call at a time. As call volumes increased and compliance requirements evolved, the manual process became more resource-intensive and difficult to scale efficiently.