Bring Agency Management
to OpenAI Agents SDK

The Applied Epic MCP Server provides a powerful natural language interface to your Applied Systems insurance management platform. Connect your Applied Epic account to your AI agent to gain real-time visibility into your client relationships, policy lifecycles, and agency workflows.

Key Capabilities

• Client Management — List and search for clients, and access full demographic and compliance data.
• Policy Lifecycle — Track active and historical policies, including effective and expiration dates and current statuses.
• Workflow Automation — Create and manage activities (tasks/logs) directly from your chat interface to ensure consistent follow-ups.
• Lines of Business — Drill down into specific lines of business for any policy, such as Workers Comp or General Liability.
• Attachment Oversight — Find and manage documents, photos, and proof of insurance linked to your clients and policies.
• Secure Integration — Uses industry-standard OAuth 2.0 authentication to safely access your agency's data.

Who is this for?

• Insurance Agents — Quickly check client information and policy details without navigating complex menus.
• Account Managers — Monitor upcoming renewals and ensure all compliance tasks are completed on time.
• Agency Operations — Streamline workflow tracking and documentation management using AI-assisted automation.