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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.

  • 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.

  • Competitive Advantage

    By offering multiple insurers instant quotes, you can find the best rates and coverages for your clients.

Capabilities

  • Market Access

    Access to the top four business segments in Commercial Lines: Real Estate, Contractors, Retail, Business & Professional Services, and more than 240 business categories associated with Canada's leading commercial insurers.

  • 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, eliminating the need to re-enter base question data.

  • 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.

  • 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

    Indicate which market was bound to the business and create a policy directly in Applied Epic.

  • Single View of Submissions

    Maintain overarching visibility into historical and active quotes.

Related Resources

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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.