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Manual data entry, fluctuating insurer appetite, and shorter quoting windows make it difficult to be profitable when quoting small commercial business. You need a way to deliver fast, accurate quotes to your clients while lowering overhead costs and maximizing premiums. Epic Quotes Commercial Lines (EQCL) natively brings single-entry, multi-insurer comparative rating into Applied Epic® and ensures a single data source for the quoting and application process. It allows you to seamlessly remarket or quote new business, present a professional proposal, and simplify the bridge-to-portal bind experience without ever leaving Applied Epic. Use a comparative rater to boost employee efficiency and profitably grow your commercial book.

Key Benefits

  • Offer more product choice in less time

    Show prospects accurate quote comparisons for more insurers and more lines of business. Access more than 35 markets and most major commercial lines within your management system to ensure your customers get the best products at the best premium price.

  • An upward trending line graph above a bar graph with a blue pie chart overlapping the bottom right corner of the bar graph

    Quote the most accurate rates

    Give clients the most competitive rates and comprehensive service. You can receive quotes from insurers directly in your management system workflows for fast, accurate quoting for commercial lines.

  • A tablet icon displaying a dark blue screen with an upward trending bar graph, line graph, and pie chart

    Eliminate manual data entry

    Remove redundant data entry through a connected commercial lines experience. Embedded in your management system, EQCL prefills pre-existing customer and prospect data into the application, creating a single point of data entry and validation.

  • A blue hand icon receiving cash being dispensed

    Become more profitable

    Eliminate the worry of maintaining profits on lower premium simple commercial policies. A simplified application process and connected data and workflows make it easy to grow premium profitability.

Capabilities

  • Prefill Quotes with Epic Policy Data

    Seamlessly push risk data from the Account or Policy screen to begin quoting automatically prefilling policy and risk details from Applied Epic, eliminating the need to re-enter base question data.

  • Market Matching and Appetite Visibility

    Explore markets with an appetite for each risk at multiple stages in the quoting workflow, ensuring proper coverage and that you are only quoting with in-appetite markets.

  • Multi-Line Quoting

    Quote multiple lines simultaneously as part of a single workflow, with built-in logic to prevent users from quoting redundant lines.

  • Multi-Location Quoting

    Enter multiple locations, buildings and related details as a part of a single workflow for Business Owners Policy (BOP), General Liability (GL), Workers Comp (WC), and Cyber (CYB) to eliminate the need to re-enter data and submit multiple quotes for a single risk with multiple locations.

  • Mark Quote as Sold

    Use the Mark as Sold workflow to indicate which market was bound to the business. This will then create a Policy shell (monoline or multi-line) to prepare for the quote download.

  • Single View of Commercial Lines Submissions

    Maintain overarching visibility into historical and active quotes, including high-level details like market rates and status, with customizable columns to tailor your view.

  • Enhanced Security

    Control user access to customers and data as your organization defined in Applied Epic to ensure sensitive client information remains private based on established permissions.

 

Hear What Our Customers Say

“We had a lot of success with Tarmika and were excited to see its capabilities embedded within Applied Epic to bring the quoting process into one system. Being able to accept the quote and create a policy shell all in the same platform is a major benefit that has created a lot of efficiency for our team.”

Kristin Baker, Chief Operating Officer/VP of Commercial Lines, Rollo Insurance Group

Related Resources

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