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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

Preparing for Severe Winter Weather
SterlingRisk Celebrates Giving Tuesday
Client Alert: New Jersey Auto Liability Minimums Increase January 1, 2026
SterlingRisk Appoints Steven Wright as Director of Sales

Woodbury, NY, October 22, 2025 — SterlingRisk, one of the nation’s largest independent insurance brokerages, has announced the appointment of Steven Wright as Director of [...]

2025 Cyber Market Update – Q3
SterlingRisk Earns Great Place to Work® Certification for Sixth Year and Again Named to FORTUNE Best Workplaces in Financial Services & Insurance™ and FORTUNE Best Workplaces in New York™
SterlingRisk Proudly Supports Samaritan Daytop Village’s 65th Anniversary Gala: “Stronger With You”
OSHA’s Safe + Sound Week (August 11–17, 2025)
2025 Mid-Year Market Update
Client Alert: Heat Wave Warning

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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