United States
Canada (English)
United Kingdom
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Track every submission, however it left the brokerage
Emailed and broker-built submissions sit together with live status, and insurer replies thread back to each one.
For Brokerage Owners
Place more of your book with insurers that want it
Quote in minutes - not days - and connect every submission detail in one place. Consolidate your business with the best markets without the manual overhead.
Get each risk to the right insurers and carry it through to bind
Placing a risk well takes more work than most teams have time for. Every additional market means building another submission, working another portal or inbox, and more follow-up until someone quotes, which is why risks tend to go to markets the team already knows. Applied Epic® rates a commercial risk across your markets from one entry, and comparable quotes come back side by side. You can also package an application for a named underwriter or email the risk straight from the account, and home and auto rate through Applied Rating Services. Every submission sits in one view with its status – however it went out – and each insurer reply threads back to it. This means your team can see where every submission stands and focus on placing each risk with the insurer that best fits it.
How the market connects
Placement is judged on how few portals your team opens and how many markets come back with a quote.
Get the application back, complete and signed
Your client answers the questions once, signs online, and last year’s answers carry forward at renewal.
Place personal lines through the same account
Home and auto rate through Applied Rating Services from the account, so placement is not commercial-only.
Research the account before it goes to market
A risk profile built from public data names the exposures, so the file answers an underwriter’s questions.
Frequently asked about placement
By keeping the risk on the account and sending it out from there, so the file is the same whichever market sees it and no version of it has to be rebuilt.
For genuinely difficult risks, that matters most at the fifth market. It sees the same file the first one did, with every response already attached.
Enter it once and let one submission reach every market you have selected, instead of retyping the risk into each insurer portal. Responses then come back against that submission rather than into separate inboxes.
Speed comes from not rekeying the risk into a fifth portal, rather than from typing faster.
Yes. Email remains how a great deal of mid-market and large commercial business actually moves, and a submission that leaves by email should still be tracked like any other.
What changes is that the emailed submission has a status and a home. Insurer replies to the thread rather than living in one person's mailbox.
Reduce the number of portals your team opens and increase the number of markets answered. It is worth having when the submission itself and every insurer response sit in one place.
It should also cover personal lines. Placement that only works for commercial leaves half the book outside the system.
Go deeper on placement
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Video
Epic Quotes Commercial Lines
Watch this video to discover how you can seamlessly remarket or quote new business, present a professional proposal, and simplify the bridge-to-portal bind experience without ever leaving Applied Epic.
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Webinar
Indio Integration for Epic Forms
Learn how the Indio and Applied Epic Forms integration eliminates redundant data entry, reduces errors, and streamlines commercial lines workflows to prevent E&O.
View Now
Let the market come to you
Show us how your team markets a risk today, and we’ll show you what changes when every insurer replies in one place.