Applied Epic & AMS360 Automation: What’s Possible in 2025
If you’re still assigning inbox tasks manually inside AMS360 or Applied Epic, you’re leaving money-and hours-on the table. In 2025, AI-powered BPO + workflow automation means most high-volume service tasks in these systems can be streamlined or fully automated.
Here’s what’s now possible with Selectsys.
What Automation Looks Like in AMS360 & Epic
These aren’t dreams or future plans. These are workflows that real MGAs and agencies are automating right now.
COI Request Automation
- AI detects email requests for certificates
- System matches insured to active policy
- COI task created automatically (or fulfilled via BPO team)
- Logged and filed within AMS360 or Epic
Result: COIs processed in under 2 hours, not 12.
Endorsement Workflow Triggers
- Email or portal submission read by GPT
- AI tags: “Add driver,” “Remove building,” etc.
- Task created with appropriate line of business + urgency tag
- BPO team picks up and executes inside your system
Cancellation & Reinstatement Monitoring
- Notices of cancellation (NOC) are detected from email or downloads
- System flags policy in AMS360 or Epic
- Auto-alerts BPO or CSR team
- Reinstatement follow-ups triggered at defined intervals
Renewal Pipeline Automation
- Renewal dates tracked
- AI reviews for missing docs, loss runs, or expiring coverages
- Prep task created 30-60-90 days out
- Integrated quoting with RQB triggered for applicable lines
Claims Intake Classification (FNOL)
- Email with FNOL scanned
- LOB and claim type identified
- Task routed to correct queue or adjuster
- Logged in AMS360 or Epic automatically
Platform-Specific Integrations
| Function | AMS360 | Applied Epic |
| Task creation & routing | Yes | Yes |
| COI processing via BPO | Yes | Yes |
| Policy record updates | Yes | Yes |
| Endorsement fulfillment | Yes | Yes |
| Carrier download matching | Yes | Yes |
| FNOL task tagging | Yes (via AI OCR) | Yes (via AI OCR) |
You don’t need new software. You need smarter workflows inside the systems you already use.
With Selectsys, AI automation and trained BPO teams work inside your AMS-not around it.
Still routing tasks by inbox and spreadsheet?
It’s time to automate your core workflows inside Epic and AMS360.
Start a 30-day pilot-no migration required.
FAQ
Do I need to switch from AMS360 or Epic to use Selectsys?
Not at all. We work inside your existing AMS-no disruption or replacement required.
What tasks are best for automation vs BPO?
Repetitive tasks like COIs, renewals, and FNOL triage are great for automation. Complex actions like endorsements and policy updates are ideal for BPO.
Can Selectsys support both personal and commercial lines?
Yes. We work across WC, GL, Property, Auto, BOP, Umbrella, and more.
