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Agency Management System
Policy Balance Hub for Applied Epic
Policy Balance Hub plugs into your Applied Epic workflow so producers and bookkeepers can reconcile carrier statements without exporting to spreadsheets. Import your policy and producer data and let the platform match every commission line.
What the integration does
- Import policy, client, and producer data from Applied Epic exports (CSV/XLSX)
- Match Epic policy numbers to carrier statement line items automatically
- Track commission splits across producers and agencies
- Flag short payments, chargebacks, and missing deposits
- Generate audit-ready monthly reconciliation reports
Why agencies use it
- Cut Epic-driven reconciliation time by 80% or more
- Catch revenue leaks that Epic's native reports miss
- Maintain trust-account compliance with real-time visibility
Frequently asked questions
- Do I need a live API connection to Applied Epic?
- No. Policy Balance Hub works from standard CSV/XLSX exports out of Applied Epic — the same exports your team already runs. A custom API integration is available for higher-volume agencies on the Agency and Enterprise plans.
- How often should I re-import data from Applied Epic?
- Most agencies re-import policy and producer lists once per month, right before reconciliation. Carrier statements are imported as they arrive — the platform reconciles them against the most recent Epic snapshot.
- Will this disrupt my Applied Epic workflow?
- No changes are required inside Applied Epic. Policy Balance Hub runs alongside it — your team continues to use Epic for policy management, and uses Policy Balance Hub for reconciliation and commission tracking.
Ready to stop drowning in spreadsheets?
See how Policy Balance Hub can automate premium reconciliation for your agency. Start the trial in minutes — or request a personalized walkthrough.
14-day free trial. No credit card required.