Applied Book Builder is an AI-powered risk intelligence tool embedded in Applied Epic® that transforms scattered business information into actionable opportunities for upsell, cross-sell, and new business. By analyzing thousands of public sources – such as company websites, government filings, social media, and consumer reviews – Applied Book Builder enriches account records with verified risk attributes, flags policies nearing renewal, highlights coverage gaps that put clients at risk, and generates full business profile reports to give producers a head start on prospect research and data collection.
What's New in Applied Book Builder
-
June 2026
Export to PDF
-
June 2026
Manual Refresh for Unscheduled Accounts
-
April 2026
Update Business Details
-
April 2026
Quota Visibility
-
April 2026
Table View Upgrades
-
April 2026
Email Prospecting Service