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Applied Announces Epic Conductor, All New AI Platform in Applied Epic. Explore More

Applied Epic Commercial quoting and submissions

Get a commercial risk to market every way that works

Rate it, package it or email it out, and every carrier response tracks itself to the account. You see where the risk stands without asking.

Submissions scatter across markets and inboxes

One of the hardest parts of marketing a commercial risk is keeping track of where it went. One risk goes to six markets three different ways, each on its own schedule, while one account manager manages it all in the email inbox.

Applied Epic rates and emails the risk from inside the client account, then shows every submission and response in one place.

Key benefits

What Applied Epic submissions and quoting changes for account managers

Submission status in one place

Every carrier response tracks itself to the account, so an account manager stops re-checking six inboxes to find out what came back.

More markets on every risk

Rating every qualified market takes the same single entry as rating one, so a wider placement adds no extra work.

Renewals that keep moving

Prior-year data carries forward and eligible renewals remarket on their own, so your team reviews the renewal instead of rebuilding it.

A complete E&O record

Every submission, carrier exchange and outcome is timestamped on the account, so the record is there if an E&O question comes up.

See every submission in the book without asking anyone

How it works

Watch CL Submissions from one view

Track stage, status and carrier response for every marketed submission across the agency. No bouncing between emails, raters, and portals.

Capture and track an emailed submission automatically

Pull the email in, let AI extract the details, and create a submission record. All automated with account managers approval. 

Stay up-to-date on the submission communications

AI organizes and threads inbound and outbound carrier email to the submission. Quickly catch up with an auto-generated summary.

See every submission in the book without asking anyone

Turn a carrier's PDF straight into the submission

Capabilities Included

Read carrier paperwork the moment it lands

AI pulls data from declaration pages, schedules and supplemental applications as they reach the account. No record is outdated.

Carry the details straight onto the submission

Extracted details land on the right line automatically, so nobody retypes what the document already said.

Flag what it isn't sure about

Anything AutoFill can't confirm waits for your review, so nothing reaches the account until you approve it.

Turn a carrier's PDF straight into the submission

Part of Applied Epic

One account from submission to bound policy

When a quote binds, Applied Epic creates the policy on the same account. Servicing and accounting work from that record, and every market response is saved to it, not to a separate marketplace or lead exchange.

Explore the full platform

Key features at a glance

Every route to market needs the forms behind it and a clean handoff once a carrier says yes.

  • Multi-line quoting

    Instantly quotable coverage like BOP, workers' compensation, general liability, cyber, and commercial auto can run in one workflow.

  • Automated renewal remarketing

    Eligible renewals come back with a carrier quote without anyone building or sending a submission.

  • Application library

    ACORD forms, carrier supplementals and custom agency questionnaires are ready rather than rebuilt.

  • eSignature and renewal verification

    Clients sign online, and prior-year data pre-fills so they verify only what changed.

  • Comparative rating across carriers

    Enter a risk once and get side-by-side quotes back from every market with a direct connection.

  • E&O trail

    Every submission, carrier exchange and outcome carries a timestamp as the work happens.

logo with sparkle graphic

AI automation built into Applied Epic

Epic Conductor puts AI to work across the assembly line of insurance, wiring together workflows in placement, servicing, accounting, and renewals to take manual, redundant work out of your day. It runs directly inside Applied Epic, using the data, records, and permissions you already have set up. Your team hands off the rekeying and searching, and spends more time growing the top line and doing the advisory work you know best.

Explore Epic Conductor

What customers see from commercial submissions and quoting

  • 60%

    Less time on each submission

    Account managers send submissions to markets from the client record in Applied Epic, per Applied product data and client research, 2026.

  • 2

    Hours back per account manager

    Documentation time returned each week once dragging, typing and summarizing stop.

Frequently asked about submissions and commercial lines quotes

It rates a commercial risk across carriers and keeps the resulting submissions on the account. In Applied Epic, a risk can reach market three ways – comparative rating, a digital application packet sent to an underwriter, or an emailed submission – and Submissions Manager documents all of them in one place.

Agencies can collapse cross-carrier rating into a singular comparative rating workflow to speed up quoting small commercial insurance. Risk data pre-fills from the account record, appetite shows up before the submission goes out, and quotes from qualified markets come back onto the same account.

Applied Epic leverages AI to pull emailed submissions into the system automatically – AI extracts the key fields, builds the submission record, and threads every inbound and outbound carrier email to it with a summary. An account manager reviews and confirms the auto-tracking is accurate.

Carriers with an appetite for the risk surface at the market-selection stage, before anything goes out. You choose from markets that can actually write the business.

BOP, workers’ comp, general liability, cyber, commercial auto and E&S are available in the United States. The carrier panel varies by line and shifts as carrier relationships change. Direct carrier appointments are required.

Go deeper on commercial submissions

Ready to see where every submission stands?

See one commercial risk rated, packaged and emailed to market, with every carrier response landing on the account.

Explore the platform