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Empowering Agencies with Applied Epic Quotes for Personal Lines

Automated Quoting Solution

Many insurance agencies struggle with the time-consuming process of obtaining quotes from multiple insurer sites, which can lead to inaccuracies and a poor client experience. Applied Epic Quotes offers a streamlined solution by automating quoting workflows for personal lines directly within your management system and integrated into the native Epic flow. This automation eliminates the need for manual data entry and speeds up the process of obtaining accurate rates from insurers.

Enhanced Customer Experience

With Applied Epic Quotes, agencies can quote the most accurate and bindable rates to provide their clients with competitive options and comprehensive service. The solution enables agents to receive quotes directly into their workflows, ensuring fast and accurate quoting for personal lines. By automating the exchange of information with insurers, agents can present the right coverage options to their customers efficiently, enhancing the overall customer experience.

Industry-Leading Product Availability

Applied Epic Quotes offers extensive product availability for personal lines coverage, with hundreds of insurers integrated into the system to provide quoting options. This broad network of insurers ensures that agencies have access to the most competitive rates and diverse policy options, allowing them to cater to the unique needs of their clients. Additionally, the solution includes coverage for commercial lines, further expanding the quoting capabilities within the Applied family.

Advanced Capabilities

Applied Epic Quotes leverages advanced capabilities such as data prefill from third-party services like LexisNexis to accurately populate application forms and streamline the quoting process. The system offers the broadest personal lines product panel in the industry, enabling agents to find the best policies for their customers from over 525 insurers nationwide. With coverage options beyond standard auto and homeowners policies, agents can quote lines for boats, trailers, renters, umbrellas, condos, dwelling fire, flood, and more.

Customer Success Stories and Resources

Forward-thinking agencies like Condon-Meek have leveraged Applied Epic Quotes to automate operations and improve customer service. By eliminating manual data entry across multiple websites, agencies can serve customers faster and more efficiently. Additionally, Applied Systems provides a range of resources, including webinars, product videos, and tools like the Digital Agency Scorecard, to help agencies stay informed and maximize the benefits of their insurance software solutions.


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Empowering Your Insurance Business with Applied Epic Solutions

Transforming Your Business with Applied Epic

Applied Epic is a cutting-edge insurance software solution designed to empower your insurance business with advanced technology and seamless digital experiences. By plugging into a digital insurance ecosystem and embracing the latest technology trends, Applied Epic makes doing business simpler, more intelligent, more productive, and valuable. This innovative platform provides you with the tools and capabilities to streamline operations, enhance customer engagement, and drive operational efficiency.

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Empowering Your Insurance Business with Applied Epic Solutions and Tools

Maximize Efficiency and Streamline Operations

Applied Epic offers a comprehensive set of solutions and tools designed to empower insurance agencies and brokerages, making it easier for them to manage every aspect of their business effectively. With Applied Epic, users can increase renewals and new business opportunities, gain valuable business intelligence insights, enhance collaboration with markets, and leverage the power of Salesforce to streamline agency operations. This robust platform ensures that insurance professionals have the necessary tools to maximize efficiency, increase productivity, and drive success in a competitive industry.

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Empowering Your Benefits Agency with Applied Epic

The Challenge of Standing Out in Benefits Insurance

As a broker selling both Property and Casualty (P&C) and Employee Benefits, differentiating your agency in the Benefits space can be a daunting task. When insurers offer the same prices and plans to you and your competitors, the question arises - how do you make your agency stand out from the crowd? One of the key aspects in achieving this differentiation is by positioning yourself as a trusted risk advisor, delivering prompt, efficient service, and valuable advice at every stage of the Benefits lifecycle.

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Enhancing Agency Operations with Applied Epic for Salesforce

Streamline Sales and Marketing Operations

Applied Epic for Salesforce offers a comprehensive solution to seamlessly connect your sales and marketing teams. By integrating the powerful features of Salesforce CRM with Applied Epic's agency management system, agencies can streamline operations, automate processes, and enhance productivity. This integration allows for a unified view of customer data, ensuring efficient communication and collaboration between sales and marketing departments.

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Revolutionizing Insurance Marketing with Applied Epic Marketing Automation

Introduction to Marketing Automation

In the competitive landscape of the insurance industry, marketing plays a crucial role in driving growth and creating brand awareness. Applied Systems, a leader in insurance technology, offers a cutting-edge solution with Applied Epic Marketing Automation. This innovative tool revolutionizes insurance marketing by streamlining and automating various marketing processes, helping agencies enhance their marketing strategies and reach a wider audience.

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