Many agencies feel they spend too much time retrieving quotes from multiple insurer sites. Or worse, that quotes often lack accuracy, resulting in a poor client experience. You need a way to deliver fast, accurate quotes to your clients. Epic Quotes automates quoting workflows for personal lines directly within your management system and integrated into your native Epic flow. It provides a single point of data entry, with data enrichment and validation, to automate the exchange of information directly to insurers within the application. Once you receive accurate rates back from your insurers, you can present and recommend the right coverage for your customer using our agency-branded proposal toll. Use a quoting solution to enhance your agencies’ competitive value by delivering fast, accurate quotes that creates new levels of employee efficiency and differentiates your customer service.
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 personal 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 lines 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.
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.
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.