Products
Epic Quotes Commercial Lines
Commercial insurance rating application
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.
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.
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.
Quote multiple lines simultaneously as part of a single workflow, with built-in logic to prevent users from quoting redundant lines.
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.
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.
Maintain overarching visibility into historical and active quotes, including high-level details like market rates and status, with customizable columns to tailor your view.
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.
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.