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Customer Story

LMBF quotes multiple insurers without leaving Applied Epic

Pre-filled client and risk data means brokers no longer retype the same details into every insurer’s application.

Summary

Streamlining the commercial quoting process

With more than 50 years in business, LMBF has become one of the top insurance brokerages in Quebec. Applied Epic already gave the brokerage a single view of its business, but commercial quoting still meant visiting individual insurer portals and filling out a different application for each one.

Now, LMBF manages commercial lines submissions natively in Applied Epic. Customer and risk data stored in the management system pre-fills each quote, so brokers can quote multiple insurers across more than 240 business categories from a single interface.

Montreal, QC

Headquarters

15 Years

As an Applied Customer

Additional Info

Employees: 90
Offices: 1

“Quotes Commercial Lines will simplify our processes, reduce repetitive data entry, and improve insurer response times, allowing us to respond to clients much faster.”

Marie Habib

Director of IT Business Solutions and Support Services, LMBF Insurance and Financial Services 

Additional Resources