Epic Quotes: Insurance Rating Software & Accurate Quoting | Applied Systems Skip to content

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Many agencies feel they spend too much time retrieving quotes from multiple insurer sites. Or worse, that quotes often lack accuracy, creating a poor client experience. You need a way to deliver fast, accurate quotes to your clients. Epic Quotes automates quoting workflows for both personal and commercial lines directly in your management system. It provides a single point of data entry to automate the exchange of information directly to insurers within the application. Use a quoting solution to enhance your agencies’ competitive value by delivering fast, accurate quoting that creates new levels of employee efficiency and differentiates your customer service.

Key Benefits

  • Quote the most accurate and bindable rates

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

  • Offer more product choice in less time

    Show prospects accurate quote comparisons for more insurers and more lines of business. Access more markets and personal and commercial products within your management system to ensure your customers are getting the best products at the best premium price.

  • Eliminate rekeying inefficiencies

    Stop wasting time entering client information across multiple websites to obtain rates. Integrated into your management system Epic Quotes prefills pre-existing customer and prospect data into the application, creating a single point of data entry and validation.

Industry-Leading Product Availability


Personal Lines Coverage

Hundreds of insurers are providing personal lines quoting within Applied Epic.

See Who Is Quoting by State


Commercial Lines Coverage

The number of companies and commercial product lines available to quote within Applied Epic is growing.

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  • Appetite Search

    Ask Kodiak appetite and eligibility solutions are built into the Epic Quotes Commercial Lines workflow. By identifying market appetite as part of the quoting process, agents increase efficiencies, provide insureds better product choice and lower declination rates.

  • Data Prefill

    Leverage third-party data augmentation services like LexisNexis and data prefill from Applied Epic to populate the application form more accurately and efficiently.

  • The Broadest Personal Lines Product Panel

    Find the best policies for your customers from the industry’s broadest and most accurate personal lines comparative quoting panel. Get rates from more than 525 insurers nationwide and quote more lines than just standard auto and homeowners, including boat, trailer, renters, umbrella, condo, dwelling fire, flood and toys.

  • Integrated Commercial Lines Quoting

    Epic Quotes Commercial Lines is the industry’s first integrated small commercial quoting application to connect to your markets' underwriting capabilities, including real-time rates and portal integrations, via IVANS Distribution Platform. Start a quote from the account screen, prefill the application, review market appetite, submit to markets and receive a bindable quote.

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Personal Lines: Condon-Meek Insurance

Forward-thinking agency Condon-Meek was in need of technology that could automate operations and allow them to deliver better customer service. Learn how the agency serves customers faster by eliminating the need to enter client information many times, across multiple websites to obtain rates.

Watch Customer Story

Ready to Learn More?

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.