--- title: "From Epic records to a client-ready proposal | Dagny" description: "How Dagny connected Applied Epic records and carrier quote PDFs to cut Riemer Insurance Group's time per proposal from 60 minutes to under 5." canonical: "https://dagnylabs.ai/case-studies/insurance-proposals" last-updated: "2026-10-25T13:46:10Z" --- # From Epic records to a client-ready proposal | Dagny [HTML page](/case-studies/insurance-proposals) [All customer stories](/case-studies) [High-growth SaaS company](/case-studies/customer-health) # From Epic records to a client-ready proposal Dagny connected Applied Epic records with carrier quote PDFs and built a custom proposal system that producers review before anything reaches a client. Insurance brokerage · 3 min read <5 minTime per proposal, previously 60 minutes (client reported) Applied EpicAgency records connected to proposal work Dagny ParserExtracts coverage facts from unstructured carrier PDFs ## Key outcomes - Time per proposal: 60 minutes to under 5 minutes, client reported - Agency records: Connected from Applied Epic - Review: Producers approve every proposal ## Context Riemer Insurance Group is a family-owned insurance business that runs on Applied Epic. Producers worked around a cumbersome agency system and unstructured carrier PDFs to prepare each client proposal. Dagny built Epic integration, proprietary document parsing, and a custom proposal system around the way Riemer's team already works. ## Proposal preparation before Dagny - Epic records - Carrier quote PDFs - Manual workarounds - Pasted policy screenshots ## The proposal system Dagny connected agency records with carrier documents, extracted the relevant facts, and organized a client-ready proposal for producer review. ### 1. Epic as the account foundation Epic provides the account context. New quotes supply the proposed terms, and expiring policy values stay separate so the comparison remains clear. ### 2. Proprietary document parsing Dagny's proprietary PDF parser is trained to identify differences across policy documents and distill lengthy files into the facts that matter for a proposal. The parser removes unnecessary detail while keeping coverage changes and source references visible for review. ### 3. A shared proposal design system Dagny rebuilt the proposal design system so extracted facts become a clear, consistent document for the client. - Structured coverage tables: Readable limits, premiums, and deductibles replace pasted policy screenshots. - One consistent visual language: Typography, spacing, and section styles carry through every proposal. - Reusable, editable sections: Account summaries, coverage schedules, and endorsements fit into a shared document structure. ### 4. People stay in control A file is not a finished proposal. The system reads the selected PDFs and extracts the facts, and the account manager reviews and edits the proposal before the client sees the proposal. - Sources - Review - Proposal ## Connected tools Applied Epic , then Proposal parser , then Proposal system , then Producer review ## Results ### Time per proposal fell from 60 minutes to under 5 minutes Riemer reported that proposal preparation time decreased from 60 minutes to under 5 minutes after the first build. The sample size and measurement method were not specified. ## Before and after - Before: Producers worked around a cumbersome agency system - After: Epic records connected directly to proposal preparation - Before: Unstructured carrier quote PDFs - After: A proprietary parser that distills quotes into proposal facts with source references - Before: Pasted policy screenshots - After: Structured coverage tables with readable limits, premiums, and deductibles - Before: 60 minutes per proposal - After: Under 5 minutes per proposal, client reported ## Customer voice “What you’ve built is better than anything I’ve seen so far.” Brian Riemer, CEO, Riemer Insurance Group ## Takeaway Dagny turned proposal preparation into a reviewed workflow built on Riemer's own Epic records. The first workflow created a foundation that future brokerage projects can reuse. ## ![Riemer Insurance Group](/images/case-studies/insurance-proposals/riemer-insurance-group.png) A Dagny customer story, shared with permission Industry / teamInsurance brokerage Reading time3 min read In this story [Context](#context) [Proposal preparation before Dagny](#proposal-preparation-before-dagny) [The proposal system](#the-proposal-system) [Connected tools](#connected-tools) [Results](#results) [Before and after](#before-and-after) [Customer voice](#customer-voice) [Takeaway](#takeaway) [How Dagny works](/our-process) ## Walk through a proposal with fictional data ### Start with the account and quote documents Use the Epic account record alongside the new carrier quote and endorsements. Epic Account and expiring policy Applied Epic policy record PDF Commercial property quote 2026 10 QUO Property.pdf · Page 2 PDF Forms and endorsement schedule Property endorsements.pdf · Page 1 Read sample documents ### Check what changed before anything reaches the client Proposed terms come from the quote. Expiring values stay separate, from Epic. CoverageExpiring · EpicProposed · Quote Annual premium$18,400$20,750 Changed Property limit$5,000,000$5,000,000 Deductible$10,000$25,000 Changed Premium and deductible reviewed Endorsements reviewed View schedule Preview proposal Confirm both checks to preview the proposal. ### Ready for your team’s final review Quote facts, coverage changes, and sources in one proposal. The return to Epic is scoped with your team. Commercial insurance 2026 / Renewal Prepared for Harbor Point Properties Commercial property proposal Coverage detailProposed Property limit$5,000,000 Deductible$25,000 Annual premium$20,750 A change to review with your client Proposed deductible: $25,000. Expiring policy deductible: $10,000. Quote facts · 2026 10 QUO Property.pdf, p. 2 Endorsements · Property endorsements.pdf, p. 1 Expiring reference · Applied Epic Review the terms first. Confirm both checks in step 02. Harbor Point Properties is fictional. Illustrative preview with no live agency system connection and no client data. Not insurance advice. ## More customer stories [All stories](/case-studies) [Finance operations Hours to days to 10–15 min Invoice generation, reported by QBR's founder - Workflows - Applications - Rails ### QBR Media brought billing and collections into a shared operating system QBR Media](/case-studies/billing-operations) [Customer success operations 2 weeks Scope to solution - Data & Integrations - GTM Systems ### Customer health needed a trusted foundation High-growth SaaS company](/case-studies/customer-health) [Health data & analytics BigQuery Unified data foundation - Data & Integrations ### Fragmented data became a decision system Health technology company](/case-studies/health-analytics) ## What’s the first workflow you’d fix? Tell us where your team gets stuck. We’ll discuss what a first build could look like. [Book a call](/book-a-call)