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
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Business Priorities

Acquire Customers and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using Epic Quotes.

Other priorities:

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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

"...We have found this product to save our offices a tremendous amount of time when we quote...." Peer review by Ted J., Director

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

"...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
"...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
"...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

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

What Are the key features of Epic Quotes for 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.

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

?

for Epic Quotes

Overall Risk Meter

Low Medium High

Top Failure Risks for Epic Quotes

Applied Systems, Inc News

Executive

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.

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Executive

Applied Systems Names Graham Blackwell as Next Chief Executive Officer

Applied Systems has appointed Graham Blackwell as its next CEO, succeeding Taylor Rhodes. Blackwell, currently President, will assume the role before the Applied Net 2026 conference. His leadership will focus on leveraging AI technologies to enhance insurance solutions. This transition aims to continue Applied's growth and innovation in the insurance technology sector.

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Awards

Applied Epic Ranks Highest in G2s Insurance Agency

Applied Systems' Applied Epic has achieved the highest overall ranking in G2s Insurance Agency Management Systems category for 20 consecutive quarters. The platform led in overall score, review volume, customer satisfaction, and market presence, excelling in features like task management and policy management. Over 1,000 customer reviews contributed, with nearly 70% awarding five stars.

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Product

Applied Rating Index Q1 2025 Results Released

Applied Systems released the Q1 2025 results for the Applied Rating Index, showing continued increases in Canadian personal auto and property insurance premium rates across most provinces. Ontario led auto rate increases at 14.7%, while Quebec saw the highest property rate rise at 9.6%. The index provides key insights for insurance industry professionals and brokers.

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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

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Financials

M&A