Maintaining profitability while handling high-volume commercial policies can be a challenging task for brokers. Additionally, enhancing the efficiency of an expanding commercial book, evaluating new business and repositioning existing policies can take up a significant amount of time.
Epic Quotes Commercial Lines (EQCL) is a single entry, multi-insurer submission platform in Applied Epic that automates quote generation, streamlining workflows across all commercial package segments. Brokers enter a clients risk details once and are intuitively guided through a dynamic question set that delivers quotes for multiple carriers—all in one interface—to accelerate the overall quote-to-bind process. By streamlining servicing across new business and renewals, brokers experience improved visibility, greater operational efficiency, and a faster, more accurate insurance experience for clients—positioning brokers as modern, tech-enabled advisors.
Key Benefits
-
Submission Speed and Accuracy
Provide precise and dependable quotes every time, in seconds.
-
Improved Client Experience & Retention
Deliver quick, accurate quotes that build trust and responsiveness—leading to stronger client relationships, increased retention, and higher referral rates.
-
Increased Operational Efficiency
Eliminate duplicate entries and manual procedures and increase productivity.
-
Competitive Choice
Access to all markets in real time to unlock the most competitive pricing and coverage, leading to more successful placements and stronger client relationships.
Capabilities
Automated Email Submissions
Submit to all markets for small and mid-commercial packages, combined with real-time insurer responses, providing flexible, efficient options without duplicating effort.
Single View of Submissions
Maintain overarching visibility into historical and active submissions, enabling easier tracking, faster follow-ups, and better decision-making.
Pre-fill Submissions with Applied Epic Policy Data
Seamlessly transfer risk data from Account or Policy screens to the quoting screen, automatically populating policy and risk details from Applied Epic, eliminating the need to re-enter base question data.
Multi-Operation & Multi-Location Quoting
Streamline the submission process by including up to three business operations and/or multiple locations within a single submission, saving time and reducing manual effort when quoting complex commercial risks.
Instant Rates
Receive real-time small and mid-commercial quotes directly within Applied Epic. Rates and quote details are returned instantly, streamlining the submission process and enabling brokers to compare multiple insurer options without leaving their system.
Intelligent Smart Form Feature
Automatically adapts questions to the specific risk quoted, eliminating irrelevant fields. This streamlines submissions, saves time, improves data quality, and ensures ease of use for all experience levels.
Market Access
Access to all commercial package industry segments: Contractors, Retail, Business & Professional Services, Real Estate, Farming Services, Hospitality, Warehousing Servicing, Health Services, Wholesale Services, Manufacturing/Processing Services, Member Organization Services and Education Services associated with Canada’s leading commercial insurers for both real-time and email submissions.
Policy Administration
Efficiently manage the complete policy lifecycle by creating policies directly from Applied Epic Quotes, enabling seamless transitions from submissions to policy management and downstream services like branded proposals, certificates, and enterprise reporting via Data Lake.
Related Resources
Ready to Learn More?
When you’re ready to learn more about leveraging advanced insurance software and solutions to build a better insurance business, we’re here to help.