Private to you · 2026-10-19 to 2026-10-23
Based on 19.8 hours a week of work HourBack observed. These are suggestions for you. Your manager and HR never see this report.
4.5 h/week · 35 times a week · about 8 min each · Applied Epic, Microsoft Outlook
A Power Automate flow, with Copilot reading the Outlook request, pulls out the holder, additional insured and waiver wording, checks the policy in Applied Epic for the matching endorsements, and generates the ACORD 25 from Epic's certificate function. It logs the activity in Epic, then queues the finished certificate and reply for the account manager to approve in one step before anything is issued or sent. Requests with wording the policy doesn't support, or that are unclear, go to the account manager as exceptions.
Tools you already have: Power Automate, Microsoft 365 Copilot, Applied Epic · could save about 1.3–2.5 h/week
4.1 h/week · 7 times a week · about 35 min each · Adobe Acrobat, Applied Epic, Microsoft Edge
Copilot pulls the expiring policy details and loss runs into a renewal summary, pre-fills the Excel marketing summary, and drafts the side-by-side quote comparison and recommendation for the account manager to review. The account manager still decides which carriers to approach, re-keys submissions into the carrier portals, and gives the final recommendation, because coverage advice stays with licensed staff.
Tools you already have: Microsoft 365 Copilot, Power Automate, Applied Epic · could save about 0.6–1.2 h/week
3.6 h/week · 35 times a week · about 6 min each · Microsoft Outlook, Applied Epic
Use Microsoft 365 Copilot in Outlook to draft a reply to each coverage question (such as employee personal car use) from the client's policy and endorsement details in Applied Epic and standard wording for recurring questions. The licensed account manager checks the draft, edits it and sends it, then logs the activity in Applied Epic.
Tools you already have: Microsoft 365 Copilot, Outlook, Applied Epic · could save about 0.4–0.9 h/week
2.7 h/week · 17 times a week · about 10 min each · Applied Epic, Microsoft Outlook, Microsoft Edge
A Power Automate flow with a Copilot step reads routine change requests in Outlook (such as adding a driver or truck), pulls the policy from Applied Epic, and prepares the change. An agent works the carrier portal through the browser to enter it once the account manager approves the prepared change in one step. After the carrier accepts, the agent logs the activity and endorsement in Applied Epic and drafts the client confirmation for approval before it is sent.
Tools you already have: Power Automate, Microsoft 365 Copilot, Applied Epic · could save about 0.7–1.2 h/week
2.4 h/week · 27 times a week · about 5 min each · Applied Epic, Microsoft Edge, Microsoft Outlook
Copilot in Outlook reads the client's billing question and drafts a reply from the Applied Epic account and installment details. The account manager checks the carrier portal for the actual charge, edits the draft, sends it, and logs the activity in Epic.
Tools you already have: Microsoft 365 Copilot, Applied Epic, Power Automate · could save about 0.4–0.7 h/week
2.0 h/week · 6 times a week · about 20 min each · Adobe Acrobat, Applied Epic, Microsoft Excel
Use Microsoft 365 Copilot (with a Power Automate flow that pulls the proposal and the IVANS-downloaded policy from Applied Epic) to compare the two and draft a discrepancy list covering limits, deductibles, endorsements, additional insured and waiver wording, and named insureds. The account manager reviews the list against the policy PDF and decides what to send back to the carrier.
Tools you already have: Microsoft 365 Copilot, Power Automate, Applied Epic · could save about 0.3–0.6 h/week
0.5 h/week · 3 times a week · about 9 min each · Applied Epic, Microsoft Edge, Microsoft Outlook
An agent reads the client's claim email or call note in Outlook, matches the account and policy in Applied Epic, and drafts the claim record and activity. It then works the carrier's agent portal (Travelers, The Hartford, Liberty Mutual) through the browser to enter the first notice of loss. The CSR approves the prepared claim in one step before anything is saved or submitted, and handles missing details, unclear policy matches and coverage questions.
Tools you already have: Power Automate, Microsoft 365 Copilot, Applied Epic
Moving the same information between two systems is often the easiest thing to automate.
| From → to | Mostly during | Times / week | Copy-paste |
|---|---|---|---|
| Microsoft Outlook → Applied Epic | Issue certificates of insurance | 35 | 69% |
| Applied Epic → Travelers Agent Portal | Resolve billing questions, Report new claims (first notice of loss) | 13 | 54% |
| Applied Epic → Liberty Mutual Agent Portal | Resolve billing questions, Report new claims (first notice of loss) | 10 | 50% |
| Microsoft Outlook → Liberty Mutual Agent Portal | Process policy changes (endorsements) | 8 | 25% |
| Applied Epic → The Hartford Agent Portal | Resolve billing questions | 7 | 71% |
| Liberty Mutual Agent Portal → Applied Epic | Process policy changes (endorsements) | 6 | 0% |
| Applied Epic → Microsoft Excel | Check issued policies against the proposal | 6 | 0% |
| Adobe Acrobat → The Hartford Agent Portal | Renewal review and remarketing | 6 | 0% |
| Adobe Acrobat → Liberty Mutual Agent Portal | Renewal review and remarketing | 6 | 0% |
| Liberty Mutual Agent Portal → Microsoft Excel | Renewal review and remarketing | 5 | 0% |
| Microsoft Outlook → Travelers Agent Portal | Process policy changes (endorsements) | 3 | 33% |
| Travelers Agent Portal → Applied Epic | Process policy changes (endorsements) | 3 | 0% |
| Microsoft Outlook → The Hartford Agent Portal | Process policy changes (endorsements) | 2 | 100% |
| The Hartford Agent Portal → Applied Epic | Process policy changes (endorsements) | 2 | 0% |
The rest were retyped by hand. Detected from a value seen in one app reappearing in a field being edited in another; the values themselves are never stored.
Possible entry errors: 33% of values retyped from Travelers Agent Portal into Applied Epic were one character off from the source.