Commercial Billing Automation
Inside Applied Epic

Floapi automates the full commercial billing cycle: from policy document analysis to final payment collection, eliminating manual invoice creation, letter generation, and email follow-up tracking directly inside insurance brokerage management systems.

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30xFaster billing cycles
75%Operational cost reduction
0Manual data entry
The Billing Bottleneck

Your finance team spends thousands of hours on tasks that should run automatically.

Commercial billing is complex: multi-insured accounts, financing arrangements, split commissions, layered invoicing. Most brokerages still manage it entirely by hand inside Applied Epic, at hours per file.

$21,112
wasted per broker / year on manual billing admin
Based on avg. Canadian P&C broker salary of $60,320 × 35% time on manual tasks

  • 2–3 hours per commercial account

    Invoice creation, payment matching, follow-up tracking: each handled manually per file, per cycle.

  • Billing errors compound across accounts

    Manual data entry across premium splits and carrier statements introduces discrepancies that cost more to fix than prevent.

  • AR cycles stretch as volume grows

    Outstanding payment follow-ups fall through the cracks when your team is at capacity, extending AR by weeks.

  • No single system handles end-to-end

    Teams jump between Applied Epic, spreadsheets, email, and carrier portals, creating version control issues and missed steps.

What Gets Automated

Five steps: from carrier document to client email, executed automatically without a single manual entry.

01

AI Analysis of Carrier Documents

Extracts premium amounts, taxes, and coverage details. Identifies agency bill vs. direct bill automatically. No manual review.

AI-Powered
02

Transaction Creation in Your BMS

Amounts, provincial taxes, commissions, issuance fees, and additional charges written directly to your BMS. Zero re-keying.

BMS compatible
03

Automated Invoice Generation

A complete, numbered invoice generated and attached to the correct BMS account the moment binding is confirmed. No broker action needed.

Instant
04

Automated Letter for the Insured

A professional letter summarizing coverage, premium breakdown, and payment terms produced automatically. No template to fill out.

Auto-Generated
05

Pre-filled Client Email, Ready to Send

A fully composed email placed in your queue with insured name, invoice, and payment details. Your broker sends with one click.

One-Click Send

Frequently Asked Questions

About commercial billing automation for P&C insurance brokerages.

Floapi automates invoice creation, payment matching, account reconciliation, payment splits across multiple insureds, billing discrepancy flagging, and automated payment follow-up sequences, all directly inside Applied Epic with no manual data entry required from your team.
Floapi clients report up to 30x faster commercial billing cycle completion compared to manual processing. Tasks that previously took 2–3 hours per account are reduced to under 5 minutes. For a brokerage processing 50 commercial accounts monthly, that's over 100 hours recovered every month.
No. Floapi runs alongside Applied Epic through the Applied Systems API. Applied Epic remains your single source of truth: Floapi writes invoices, transactions, and billing records directly into Epic. No parallel database, no duplicate data, no changes to your existing workflows.
Yes. Floapi's commercial billing automation is purpose-built for the Canadian P&C market and handles the billing structures used by Canadian carriers: including agency bill, direct bill, financing arrangements, and multi-insured account structures.

Ready to Eliminate Manual Billing?

Book a free workflow audit. We'll map your current commercial billing process in Applied Epic and show you exactly what automation looks like for your brokerage, with a concrete ROI calculation.

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Loi 25 & PIPEDA Compliant Built for Applied Epic 4–8 Week Implementation