Epic Quotes Overview

Applied-rater, Epic Quotes automates personal lines quoting workflows within your management system. It seamlessly integrates into the native Applied Epic flow.

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.

Reviews

"...Ease of quoting with multiple carriers is nice...." Peer review by Tammy C, Administrative Assistant, Insurance

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,

Comprehensive Insights on Epic Quotes Use Cases

How does Epic Quotes address your Proposal & Quote Management Challenges?

Applied Rater is a cloud-based insurance rating and quoting solution that facilitates efficient generation of insurance quotes for clients. It provides features such as integrated proposals, multi-carrier quoting, and personalized flood proposals. Applied Rater is limited in its ability to quote dwelling, condo, and renters insurance products.
"...I utilize it on a daily basis for a variety of features: quoting, accessing company sites, keeping track of client info on a short-term basis, until I am ready to enter them into our system...." Peer review by Brandy B., Customer Service Representative

How can Epic Quotes optimize your Rating And Review Management Workflow?

Applied Rater is a cloud-based insurance rating and quoting solution that simplifies the process of presenting insurance rates to clients. It streamlines quoting by allowing users to pull quotes directly from insurer websites and generate professional-looking proposals. Applied Rater's functionality is limited by the need to access online rate manuals for certain endorsements and coverages.
"...About Applied Rater Applied Rater is a cloud-based insurance rating and quoting solution that helps businesses to present insurance rates to their clients...." Peer review

How can Epic Quotes optimize your Workflow Management Workflow?

4+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well Epic Quotes solved their business 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 business needs.

lightning

Peers used Epic Quotes for proposal & quote management and rating and review management

Epic Quotes Features

  • Low
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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 Profile

Company Name

Applied Systems

HQ Location

200 Applied Parkway, University Park, IL

Employees

1001-5000

Social

Financials

M&A