Custom AI Automation
Built for Your Insurance Brokerage

Your brokerage has workflows no off-the-shelf tool was built for. Floapi designs and deploys AI agents tailored to your exact processes: from document intake and carrier portal navigation to custom integrations with any internal system.

Book a Scoping Session All Solutions →
Automation Studio · Floapi
Applied Epic · Connected
Fieldstons Insurance Brokerage PRODUCTION
Help Docs
SM
Export report
Automation Studio
Live
+ New Workflow
Active
12
Workflows
Runs Today
847
Automated
Success Rate
99.2%
Last 30 days
Time Saved
94h
This week
All Workflows
Documents
Epic Sync
Reports
Invoice Creation Workflow
Applied Epic · Commercial billing
124
runs/day
Running
Carrier Statement Processing
AI extraction · BMS sync
67
runs/day
Running
Client Renewal Outreach
Email automation · Applied Epic
38
runs/day
Scheduled
Workflow Running
Document Extraction · Step 3/5
3
Applied Epic activities created
Synced successfully
4–8 wks Deployment timeline
100% Applied Epic compatible
Loi 25 PIPEDA compliant
0 Disruption to existing workflows

What We Automate for You

Five categories of custom automation, each designed around your brokerage's specific processes, not a generic template.

01

Custom Document Extraction

AI reads any carrier document, EOI, endorsement, or BMS export and extracts structured data with no manual mapping or template setup.

Any Format
02

Custom Workflow Automation

Multi-step automation sequences built around your specific operations, exception handling, approval flows, and team structure. Not a standard module.

Built for You
03

Brokerage Systems Integrations

Bidirectional API sync with any Applied Epic module: policies, activities, clients, billing records, attachments. Reads, writes, and updates in real time.

Bidirectional API
04

Automated Reporting

Custom dashboards and scheduled reports generated automatically and delivered to your team. KPIs, compliance metrics, and billing summaries on your schedule.

Scheduled Delivery
05

Communication Automation

Branded emails, client letters, and notifications automated at every touchpoint: renewals, billing, endorsements, and follow-ups sent without manual drafting.

Branded & Automated

Frequently Asked Questions

About custom AI automation for Canadian P&C insurance brokerages.

Floapi builds custom automation for any repetitive, rule-based workflow inside a P&C brokerage: document extraction from any carrier or BMS format, multi-step workflow orchestration, custom Applied Epic integrations, automated reporting, and branded client communication sequences. If your team does it manually on a recurring basis, Floapi can automate it.
Most custom automation implementations are deployed within 4–8 weeks. Scope, testing, and Applied Epic API configuration are completed during that window. Your team is operational with zero manual steps before the end of the deployment period.
Yes. Floapi connects to Applied Epic through the Applied Systems API. All automation reads from and writes to Applied Epic directly. Your existing setup, workflows, and data remain unchanged. Floapi adds a layer of automation without requiring any changes to Applied Epic itself.

Tell Us What You Want Automated.

Book a free scoping session. We'll map your current manual workflows and deliver a concrete automation plan, with timelines and ROI estimates, specific to your brokerage.

Book a Scoping Session → See a Live Demo
Loi 25 & PIPEDA Compliant Built for Applied Epic 4–8 Week Deployment