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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

SterlingRisk Announces Senior Leadership Promotions
SterlingRisk Recognized as a Best Legacy Business by Long Island Business News
Why Businesses Should Secure Flood Insurance Before the Spring 2026 Storm Season
Why Homeowners Should Secure Flood Insurance Before the Spring 2026 Storm Season
Client Alert – New York AVOID Act: New Statutory Deadlines for Third-Party Actions and Policyholder Implications
Reminder: OSHA Electronic Injury Reporting Due March 2nd (Form 300A)
2026 Commercial Insurance Market Outlook: Key Trends and Insights
SterlingRisk Acquires ASZ International, Expands Transportation Practice
Six Factors Driving Commercial Auto Insurance Costs
SterlingRisk Hires Zachary Diamond as Executive Vice President and Chief Marketing Officer

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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