Applied Systems said stockman Insurance (Montana bank-affiliated agency, 15 locations / 65 employees) selected Applied Book Builder and Applied Recon, according to a company release dated 3 February 2026.
Book Builder: AI risk intelligence in Epic enriching commercial accounts for cross-sell/upsell/coverage gaps from public sources. Recon: AI commission reconciliation ingesting PDF/CSV/XLS/AL3 statements, matching to Epic policies, posting to GL. Marcy Parks, Director of Operations, Stockman Insurance, quoted on reducing manual work as lines expand. Then-CPO Anupam Gupta quoted on automating admin so producers advise clients.
“Applied Book Builder and Applied Recon help us surface the information we need, streamline commission reconciliation and bookkeeping, and give our staff more time to focus on advising clients and identifying new business opportunities.” said Marcy Parks, Director of Operations, Stockman Insurance.
Performance, savings or adoption figures in the announcement are company claims unless independently attributed. Buyers should confirm scope, availability and commercial terms against Applied Systems's primary materials and https://www1.appliedsystems.com/.