Applied Epic uploads vs missing-document QC for brokers

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

Can we skip Hivi-X and upload straight to Epic?

You can — you typically lose a structured reject/resubmit loop and missing-item visibility until underwriter decline or bind failure.

Does Epic show what's still missing?

Attachment count is not a named checklist. CSR workflow still needs an intake layer that tracks todo vs approved.

Who exports PDF to Epic?

CSR or producer when the checklist is complete — per brokerage habit. No two-way Epic sync is shipped.

Renewals too?

Same QC discipline on renewal templates when you collect abstracts, licences, or other supporting docs.

Does this replace RIBO record-keeping?

No. Reg. 991 and RIBO guidance still expect intelligible electronic records and client-file communications available for inspection. Export helps assemble evidence; it does not certify compliance.

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