Features & Quick Stats
Key Features
- Data Prefill
- Broad Personal Lines Product Panel
- Receive Quotes Directly Into AMS Workflows
- Agency-Branded Proposals
Core Business
Automate quoting workflows for personal lines.
How Epic Quotes Helps Independent Agents & Brokers
Epic Quotes automates quoting workflows for personal lines directly within your management system and integrated into your native Epic flow. It provides a single point of data entry, with data enrichment and validation, to automate the exchange of information directly to insurers within the application. Once you receive accurate rates back from your insurers, you can present and recommend the right coverage for your customer using our agency-branded proposal toll. Use a quoting solution to enhance your agencies’ competitive value by delivering fast, accurate quotes that creates new levels of employee efficiency and differentiates your customer service.
Product FAQs
Quoting – Personal Lines
PLQ-Are the quotes provided to consumers an indication or a bindable quote?
Both
PLQ-Does your platform integrate with any agency management systems?
Yes
PLQ-Do you allow real-time consumer facing quoting?
No
PLQ-If yes, what data is available for pre-fill?
Driver, Vehicle, Dwelling
PLQ-Please list the state(s) where premium quotes are available for your system.
All 50 States
PLQ-Can the agent email a proposal from within the system to their client?
Yes
PLQ-Does your system pre-fill data?
Yes
PLQ-What is your inventory? Provide a URL to your website or list insurance companies whose rates are available through your system or whose rating website can you access.
Contact Applied
PLQ-Describe which AMS vendor and system, and the type of integration provided.
Applied Epic
PLQ-What lines of business do you offer on your platform?
[Personal Auto Only, Both Auto and Home, Personal Home Only, Personal Auto and Home (Package), Personal Flood, Motorcycle, RV]
PLQ-Do you provide a coverage comparison between companies?
Yes
User Community
Applied Client Network (ACN) provides users education, industry advocacy, peer-to-peer networking, and direct product influence with Applied Systems to help you achieve better business results. Membership dues are based upon number of terminals.