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More new business per producer
A producer can work more prospects in the same day, because one entry brings back the full market comparison.
Applied Epic Personal lines quoting
Quote and remarket personal lines from the client details you already have
Rate one risk across every market from a single entry. The insurance comparative rater is built into Applied Epic, so a bound quote becomes the policy in force.
Rekeying a risk invites a mistake
Every risk you rekey into a standalone rater is a chance to get it wrong. Client data is re-entered, the quote never reaches the account, and the market you skipped may have been the better fit.
Applied Epic Quotes for personal lines rates the risk already on the client's account. One entry reaches every market, and the quote can seamlessly transition into a bound policy.
Key benefits
What AMS-native personal lines quoting changes for your agency
Retention through a rate increase
When a carrier raises the rate, remarketing the account is quick enough to actually do, so the client stays with your agency.
One system instead of two
Rating runs inside Applied Epic, so there's no separate rater subscription and no second place to keep client details current.
Fewer errors at bind
Every quote starts from the client details your team maintains, so the policy you bind matches what the client actually told you.
Rate a personal lines risk across your markets in one pass
How it works
Enter the risk once, get multiple rates
Rate auto, home, condo, renters, dwelling fire, umbrella, boat and flood from a single entry of data. Cut every application time in half.
Reach every carrier in your panel at once
Send one entry out to hundreds of markets so nobody has to open a carrier portal to see who wants the risk. One and done.
Compare premium and coverage side by side
Read price and coverage details together, so the comparison and the client conversation are easy and happen in one place.
Remarket a renewal without rebuilding the client from scratch
How it works
Start a remarket using the in-force policy details
Carry coverage, drivers, vehicles, and the named insured over from the client's current policy, then confirm only what changed.
Take more complex risk to the portal with ease
Push the risk data you already entered to a carrier's own portal with one click. The one-time data entry still pays off.
Bind a policy and build a policy shell
Let the quote become the in-force policy once the client accepts, instead of keying a shell by hand.
Key features at a glance
Everything that decides how fast you reach a rate and what the client sees when you do.
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Lead import
Import a lead directly into Applied Epic and start the quote from it, with your agency structure applied.
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Third-party data prefill
Risk data securely pulls from external sources, including LexisNexis, so less of the application depends on client memory.
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Branded client proposal
Generate a proposal from the quote, carrying your agency's branding, ready to send to the client.
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Quick compare export
Export the returned quotes side by side for the client or to save on the account.
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Payment options at quote
Down payment and installment options return with the rate, so billing questions get answered on the call.
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Quoting defaults by state
Set coverage defaults by state so every quote starts from the right baseline.
What customers see from Quotes Personal Lines
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30%
Faster quote completion
On average results for customers beginning quotes in Epic during pilot.
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3 min
Less rekeying per quote
Details flow straight into Epic, saving keystrokes per auto application.
Frequently asked about Epic Quotes Personal Lines
A comparative rater quotes one risk across multiple carriers from a single entry and returns the options side by side. Instead of visiting each carrier site and rekeying the same driver, vehicle and property details, your team enters the risk once and compares live rates in one view.
Quotes PL is the personal lines quoting and comparative rating module inside Applied Epic. Account managers use it to remarket renewals from an existing policy; producers use it to quote new business. Because it works from the client's account in Applied Epic, quotes stay attached to the account rather than sitting in a second system.
Quotes PL returns instant rates from hundreds of carriers across auto, home, condo, renters, dwelling fire, umbrella, flood, boat and trailer. Carrier availability varies by state and by the appetite each one has. Applied continues to expand personal lines rating inside Applied Epic, and your account team can walk through what's ahead for your markets.
Live Fill pushes the risk data you already entered to that carrier's website. Your team finishes the quote there without retyping the application. It covers markets outside the instant-rate panel, which keeps a single entry useful even when the carrier connection isn't real-time.
Go deeper on Quotes Personal Lines
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Demo
Applied Epic Quotes
Learn how Applied Epic enables you to eliminate time spent and potential errors that come with rekeying customer data and switching between multiple, disparate systems while allowing you to find the best coverage for your client’s specific risk.
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