Commercial Billing Automation
Inside Applied Epic

Floapi automatically detects policy binding in Applied Epic to automate the entire billing workflow: from invoice creation and digital delivery to payment follow-ups, reconciliation, and smart commission allocation.

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Billing Automation
Applied Epic · Live Sync
0 Manual Entries
Active Invoices
Account
Invoice
Amount
Status
Maple Industries
INV-4421
$18,440
✓ Sent
Roth & Partners
INV-4422
$6,120
⟳ Auto
Bay Street Café
INV-4423
$2,890
✓ Paid
Sterling Corp
INV-4424
$31,200
✓ Sent
Reconciliation
96%
47 invoices automated
AR Summary
$58,650
Processed this week
30x Faster billing cycles
75% Operational cost reduction
0 Manual data entry
$21K Recovered per broker / year
The Billing Bottleneck

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

Commercial billing in a P&C brokerage is complex: multi-insured accounts, financing arrangements, split commissions, layered invoicing. Most teams still manage this entirely by hand inside Applied Epic, and every file takes hours.

The result is a predictable cycle: billing backlogs during renewal season, discrepancies that don't surface until client complaints, and AR cycles that stretch weeks longer than they should.

  • 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 already 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.

$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

How Commercial Billing Automation Works

Four steps: from policy binding to payment confirmation, with zero manual intervention in Applied Epic.

1

Policy Binding

Floapi detects the binding event in Applied Epic via the Applied Systems API. No trigger needed from your team.

2

Invoice Creation

Invoice and transaction records are generated automatically in Epic with accurate premium splits and payment schedules.

3

Digital Delivery

Invoice sent to client digitally. Payment terms, installment schedules, and financing details included automatically.

4

Follow-up & Reconciliation

Automated reminders track outstanding payments. Reconciliation runs against carrier statements, with discrepancies flagged in Epic.

What Gets Automated

Every step of the commercial billing cycle: from invoice creation to payment reconciliation, handled inside Applied Epic.

Policy Binding

Floapi detects the binding event in Applied Epic via the Applied Systems API. No trigger needed from your team.

API Event Detection

Invoice Creation

Invoices and transaction records are generated automatically in Epic with accurate premium splits and payment schedules.

Automated Generation

Digital Delivery

Invoice sent to the client digitally. Payment terms, installment schedules, and financing details included automatically.

Automated Delivery

Follow-up & Reconciliation

Automated reminders track outstanding payments. Reconciliation runs against carrier statements, with discrepancies flagged in Epic.

Reconciliation & Reminders

Commission Allocation

Commissions are automatically calculated and allocated to brokers and the brokerage based on set rules, directly updated in Epic.

Smart Allocation

Frequently Asked Questions

About commercial billing automation for P&C insurance brokerages in Canada.

Starting from policy binding detected in Applied Epic, Floapi automates the entire workflow: invoice creation, digital delivery, payment follow-up, carrier statement reconciliation, and smart commission allocation between brokers and the agency.
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. All data stays on Canadian infrastructure.

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 Canadian infrastructure Applied Epic Native 4–8 Week Implementation