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.

Other use cases:

  • Workflow Management
  • Contract Management
  • Helpdesk Management
  • Training & Onboarding
See all use cases See less use cases

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

"...It has saved me a good amount of time and quote is professional when sent to the client...." Peer review by Steve W., Agent

Peer review evidence (same sources as the product rating summary)

"...We also have an online quoting tool through Semcat that imports our website leads and notifies us when a customer is awaiting a quote...." Peer review by Vincent C.
"...I am constantly looking for better rates for my clients and this allows me to do it with ease. ...." Peer review by Jennifer G., CSR, Insurance
"...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 solutions does Epic Quotes provide for Proposal & Quote Management?

Why is Epic Quotes the best choice for Rating And Review Management?

What benefits does Epic Quotes offer for 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.

lightning

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

4.61/5 ★

Read Reviews (18)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.61/5 ★

Read Reviews (18)

Software Failure Risk Guidance

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for Epic Quotes

Overall Risk Meter

Low Medium High

Top Failure Risks for Epic Quotes

Applied Systems, Inc News

Product

Outmarket AI Joins New Applied Systems Vendor Certification Program - PR Newswire

Outmarket AI has become a certified integration partner in Applied Systems' new Vendor Certification Program. This integration allows insurance agencies to leverage Outmarket AI for policy checking, quoting, and document intelligence within Applied Epic. The certification ensures secure, reliable integration, enhancing agency operations and growth.

Product

Lightspeed Joins First Class of Certified Integrations in Applied Systems' New Vendor Certification Program - PRWeb

Lightspeed Voice has joined the first class of certified integrations in Applied Systems' Vendor Certification Program. This integration with Applied Epic allows insurance agencies to connect their communications platform more efficiently, enhancing workflow and customer service. The certification ensures quality and reliability, reducing costs and improving accessibility for independent insurance agencies.

Product

Lightspeed Joins First Class of Certified Integrations in Applied Systems' New Vendor Certification Program

Lightspeed Voice has joined Applied Systems' new Vendor Certification Program, offering certified integrations with Applied Epic. This integration allows insurance agencies to connect their communications platform with Applied Epic more efficiently, reducing costs and enhancing workflow. The certification ensures quality and reliability, providing agencies with seamless technology integration to improve operational efficiency.

Product

Applied Systems Expands Employee Navigator Integration

Applied Systems has expanded its integration with Employee Navigator, enhancing the connection between Applied Epic and Employee Navigator's software. This integration automates data transfer, reducing manual entry and errors for benefits brokers, and improving the efficiency of the quote-to-enroll process.

Applied Systems, Inc Profile

Company Name

Applied Systems, Inc

HQ Location

200 Applied Parkway, University Park, IL

Employees

1001-5000

Social

Financials

M&A