• DATA
  • TASKS
  • HUMAN
  • REVIEW

How to track policy expirations with your AI

Connect Applied Epic to your AI client once. After that, you manage your renewal pipeline through a simple chat interface.

Ask AI about this page

Short answer

How can I track policy expirations using my AI?

Your AI pulls upcoming expiration dates from Applied Epic and creates follow-up activities for you. You'll see exactly which renewals need attention without digging through manual reports.

Where your data lands.

Renewal outcomes.

The AI handles the data retrieval and task creation, leaving the actual client outreach to you.

DATA

Expiration lists

The AI pulls specific policy details from Applied Epic. You get a clear view of what is expiring and when.

TASKS

Automated activities

The AI generates new activities in your system for every upcoming renewal. This keeps your to-do list updated automatically.

HUMAN

Client outreach

The AI identifies the needs, but you decide how to contact the client. You maintain full control over the conversation.

REVIEW

Workflow oversight

You can ask your agent to summarize which renewals are still pending. This gives you a quick way to check your progress.

The workflow

What your AI does when the expiration approaches.

The AI bridges the gap between your policy data and your daily task list.

  1. Identify expirations

    Your agent scans your Applied Epic records to find policies that are about to expire.

    list_policies

  2. Analyze dates

    The AI compares current dates against policy terms to flag the most urgent renewals.

    list_policies

  3. Generate tasks

    Once a renewal is identified, the AI creates a new activity record in Applied Epic.

    create_activity

  4. Confirm details

    The AI presents the renewal information in your chat for you to review before you move to the next step.

    list_policiescreate_activity

Try it

Copy these to start.

Paste these directly into your chat to begin.

Starting points

These are opening lines. Swap out the specific client names or date ranges to match your actual needs.

Applied Epic Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_qOuRgQwuG2ow13u3DPs78aiiQin4wiNqFopPz68G/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Applied Epic capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "applied-epic-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_qOuRgQwuG2ow13u3DPs78aiiQin4wiNqFopPz68G/mcp"
    }
  }
}
Copy into chat04

  • List all policies in Applied Epic that expire next month.

  • Find the policies for Smith Insurance Group that are expiring soon.

  • Create a renewal activity for the policy ending on Friday.

  • Show me all upcoming expirations for my commercial lines.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Applied Epic once, then ask.

Just click the link to connect your account. Your login credentials stay encrypted and secure on our end.

Connect Applied Epic to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete policies from Applied Epic?

    No. The AI can only list existing policies and create new activities.

  • 02

    Will the AI contact my clients directly?

    No. The AI creates the activity in your system, but you are responsible for all client communication.

  • 03

    Does the AI update policy coverage amounts?

    No. The AI is limited to listing policies and creating activities; it cannot modify policy terms or coverage data.

  • 04

    Can I use this with any AI client?

    Yes, as long as you are using an MCP-compatible client like Claude, Cursor, or Windsurf.

  • 05

    How does the AI know which policies are expiring?

    It uses the list_policies tool to read the expiration dates stored in your Applied Epic database.

  • More questions about Applied Epic? See everything the Applied Epic Connector can do

Connect Applied Epic to Claude, Cursor, ChatGPT & more