Keep Applied Epic. Remove the friction around it.
Applied Epic runs your policy admin and accounts. PolicyTools handles the document work before and after it — schedule extraction, wording comparisons, client reports and submissions.
The kind of output you can copy into Epic
| Section | Basis | Sum insured / limit | Excess | Notes |
|---|---|---|---|---|
| Buildings | Reinstatement | £2,500,000 | £1,000 | Day-one uplift 15% |
| Contents & equipment | New for old | £350,000 | £500 | |
| Stock | Cost price | £180,000 | £500 | Seasonal increase 25% Oct–Dec |
| Business interruption | Gross profit | £1,800,000 | — | 24-month indemnity period |
| Employers' liability | Any one occurrence | £10,000,000 | Nil | |
| Public & products liability | Any one occurrence | £5,000,000 | £250 property damage | Products in the aggregate |
Want this for your next renewal? Run your own documents — 14-day free trial, no card required.
Run your own freeWhere PolicyTools fits in an Epic workflow
- Step 1
Before data goes into Epic
Extract sums insured, excesses and endorsements from insurer schedules so your handlers check rather than type.
- Step 2
At renewal
Compare expiring and renewal wordings clause by clause and send the client a plain-English summary.
- Step 3
With the client
Produce demands and needs statements, meeting briefs and account reviews in Word.
- Step 4
Back into Epic
Attach finished documents to the client record. Nothing to migrate, no integration project.
Why Epic users add PolicyTools
- No change to your Applied Epic contract or setup.
- Per-user pricing — trial it with one account handler first.
- Works with the documents and Outlook mailbox you already use.
- Not affiliated with or endorsed by Applied Systems.
Try PolicyTools alongside Applied Epic on your next renewal.
£60 per user per month after a 14-day free trial with £10 of free credit. No card to start.