For the independent insurance broker, maintaining profitability while managing higher volume, low-premium commercial policies can be difficult. But guess what? It doesn’t have to be that way. Epic Quotes Commercial Lines (EQCL) natively brings single entry, multi-insurer rating into Applied Epic® and ensures a single data source for the quoting and application process. Our solution removes redundant data entry for quoting and is tailored to automate the quote generation process.
In collaboration from our broker partners and the CSIO, this new integrated workflow reduces the need to quote insurers via individual portals so brokers can drive bottom line efficiency and top line premium growth. Brokers can say goodbye to redundant data entry for quoting and open the door to insight-driven workflows to initiate remarketing through a connected commercial lines experience.
Key Benefits
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Quote Speed and Accuracy
Provide precise and dependable quotes every time, in seconds.
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Client Satisfaction
Instant, accurate quotes lead to repeat business and referrals.
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Cost and Time-Efficient
Eliminate duplicate entries and manual procedures and increase productivity.
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Competitive Advantage
By offering multiple insurers instant quotes, you can find the best rates and coverages for your clients.
Capabilities
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.
Pre-fill Quote 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. All data is retained in Epic to support enterprise-level BI and AI analytics
Multi-Operation Quoting
Up to three IBC codes can be included for the same quote request, eliminating much of the effort and time spent manually quoting submissions.
Modern User Interface
Unified, smart UI features dynamic, industry-specific questions that adapt intelligently to all industry segments, streamlining the quoting process further while ensuring accuracy and ease of use.
Multi-Location Quoting
Enter multiple locations, buildings, and related details as a part of a single workflow when quoting, eliminating the need to re-enter data and submit multiple quotes for a single risk with multiple locations.
Mark Quote as Sold
Bind the market and create policies directly in Applied Epic, enabling seamless transitions from submissions to policy management and downstream services like branded proposals, certificates, and enterprise reporting via Data Lake.
Single View of Submissions
Maintain overarching visibility into historical and active quotes.
Related Resources
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