Epic Quotes Overview
Applied Systems offers cloud-based insurance technology and software tailored for independent agencies. This platform automates agency operations, enhancing business efficiency and client service. By leveraging its advanced agency management systems, Applied Systems allows brokerages to streamline workflows and improve data accessibility, ultimately driving productivity and customer satisfaction. The solution is recognized as a partner of choice for leading independent insurance brokerages, underscoring its reliability and effectiveness in the insurance sector.
Use Cases
Customers recommend Proposal & Quote Management, Rating And Review Management, Engaging And Following Up, as the business use cases that they have been most satisfied with while using Epic Quotes.
Business Priorities
Acquire Customers and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using Epic Quotes.
Epic Quotes Use-Cases and Business Priorities: Customer Satisfaction Data
Epic Quotes's features include Personalization, and Dashboard. and Epic Quotes support capabilities include 24/7 Support, AI Powered, Email Support, etc. also Epic Quotes analytics capabilities include Custom Reports, and Analytics.
Reviews
"...Applied Rater enables users to automatically receive personalized flood proposals that include cost indication and customer waivers...." Peer review
Peer review evidence (same sources as the product rating summary)
"...Limits duplicate data entry and allows quoting all companies represented at once for easy comparison of coverage and premiums. ...." Peer review by David C., Commercial Broker
"...Elevate your proposal process with pre-designed templates that automatically pull in rate quotes for customers in an easy-to-read, professional-looking proposal. ..." Applied Rater
"...Track prospects through the pipeline, view follow up reminders and initiate new quotes via the Applied Rater Dashboard...." Applied Rater
Epic Quotes, belong to a category of solutions that help CPQ. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Applied-rater, Epic Quotes automates personal lines quoting workflows within your management system. It seamlessly integrates into the native Applied Epic flow.
Popular Business Setting
for Epic Quotes
Top Industries
- Insurance
Popular in
- Small Business
- Mid Market
Epic Quotes is popular in Insurance, and is widely used by Small Business, and Mid Market,
Epic Quotes Customer wins, Customer success stories, Case studies
What benefits does Epic Quotes offer for Proposal & Quote Management?
How does Epic Quotes facilitate Rating And Review Management?
How does Epic Quotes facilitate Workflow Management?
11 buyers and buying teams have used Cuspera to assess how well Epic Quotes solved their CPQ needs. Cuspera uses 310 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CPQ needs.
Peers used Epic Quotes for proposal & quote management and rating and review management
Epic Quotes Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (18) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (18) |
Epic Quotes Integrations
Epic Quotes integrates with a wide range of software applications through its robust data import and export capabilities.
Software Failure Risk Guidance
?for Epic Quotes
Overall Risk Meter
Top Failure Risks for Epic Quotes
Applied Systems, Inc News
Applied Systems Honored with Four Stevie Awards in 2026 American ...
Applied Systems received four Stevie Awards at the 2026 American Business Awards, including a Silver Award for Company of the Year in the Large-Sized Insurance category. Applied Epic, Applied Recon, and Applied Book Builder were recognized for their AI-driven innovations in insurance technology, addressing industry challenges with embedded AI solutions.
Applied Systems Builds on AI Reconciliation Momentum with New Financial ...
Applied Systems has launched new AI capabilities within Applied Pay and Applied Epic to automate commission reconciliation and quote-to-finance workflows. The advancements, including the release of Applied Recon, enhance financial operations for insurance agencies by reducing manual work, improving accuracy, and increasing cash flow. Early adopters have reported significant time savings in reconciliation processes.
Digital-First Insurer Zen Insurance Launches in the UK via New Applied Systems, One Call and Verisk Collaboration
Applied Systems, Verisk, and One Call have collaborated to launch Zen Insurance in the UK. This digital-first insurer uses Verisk's Ignite platform and Applied Systems' Rating Hub to offer a seamless, automated customer experience. The collaboration enables Zen Insurance to quickly enter the market with competitive pricing and a wide range of insurance products.
Graham Blackwell to succeed Taylor Rhodes as Applied Systems CEO
Graham Blackwell will succeed Taylor Rhodes as CEO of Applied Systems, a cloud-based insurance software provider, in a planned leadership transition. Blackwell, who joined Applied in 2020 and currently serves as President, will officially take over before the Applied Net 2026 conference. Rhodes will assist in the transition, having led the company through significant growth and innovation, including AI advancements and strategic acquisitions.
Applied Systems, Inc Profile
Company Name
Applied Systems, Inc
Company Website
https://www1.appliedsystems.com/en-us/HQ Location
200 Applied Parkway, University Park, IL
Employees
1001-5000
Social
Financials
M&A
