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Epic Workflows

Audit Workflow — As of 4/26/2016
Billing Workflow — As of 4/26/2016
Commercial Lines & Select Workflows
Construction Renewal Epic Instructions — As of 4/11/2018
Endorsement Workflow — Add New Line — As of 4/26/2016
Endorsement Workflow — Revise Existing Line — As of 4/26/2016
Epic Claims Workflows
Large Lines Automatic Renewal Workflow — As of 4/26/2016
Large Lines Renewal Workflow — As of 4/26/2016
Marketing Workflow — As of 4/26/2016
New Business Workflow — As of 4/26/2016
Personal Lines Workflows

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SterlingRisk Updates

Six Factors Driving Commercial Auto Insurance Costs
SterlingRisk Hires Zachary Diamond as Executive Vice President and Chief Marketing Officer
SterlingRisk’s 2026 Safety, Risk, and Compliance Calendar
What to Do After a Winter Storm
Client Alert: New York Enacts Litigation Funding Reform with Implications for Policyholders
NYC Construction Superintendent One-Job Rule: What Contractors & Developers Need to Know for 2026
Snow & Ice Removal Guide
Employer Responsibilities in Winter Weather
Minimizing Freeze Damage This Winter Season
Winter Preparedness Guide for Commercial Property Owners

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  • Our Values
    • Newsletter and Scorecard
  • Community Service
  • Departments
    • Accounting
    • Compliance
    • Corporate Communications
    • Corporate Services
    • Essential Services & Programs
    • Human Resources
      • Careers
      • SterlingRisk Rainbows
      • Wellness
    • Information Technology
      • Agency Links
    • Sales
  • Procedures
    • AI Usage
    • Epic Workflows
    • P&C Large Lines Commercial Procedures
    • Training
  • Resources
    • Remote Work / Working from Home
  • 2025 Benefits Calculator
  • 2025 Holiday Schedule
  • 2026 Holiday Schedule
  • 2025 Payroll Schedule
  • 2025 Non-Exempt Payroll Schedule
  • ADP Payroll
  • Agency Links
  • Certificates of Insurance Request
  • Change of Status Form
  • Concur Solutions
  • Contribution/Donation Request Form
  • Charitable Donation Cover Letter
  • Customer Claims Link Builder
  • Email Signature Generator – SterlingRisk
  • Email Signature Generator – Bolton Street
  • Employee Handbook
  • Great Place to Work Certification
  • Help Desk
  • License Upload
  • Risk Transfer Review
  • Surplus Lines Portal
  • Time Clock Instructions