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

"...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

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 can Epic Quotes enhance your Proposal & Quote Management process?

What benefits does Epic Quotes offer for Rating And Review Management?

Why is Epic Quotes the best choice 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

?

for Epic Quotes

Overall Risk Meter

Low Medium High

Top Failure Risks for Epic Quotes

Applied Systems, Inc News

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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Awards

Ivans Recognized with Two Gold Stevie Awards in the 2025

Ivans, a subsidiary of Applied Systems, received two Gold Stevie Awards at the 2025 American Business Awards. The company was honored as Company of the Year in the Large-Sized Insurance category, and its Ivans Bookroll product won for Insurance Solution. These awards recognize Ivans' innovation in insurance connectivity and digital transformation.

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Awards

Applied Systems Honored with Three Stevie Awards in 2025

Applied Systems received three Stevie Awards at the 2025 American Business Awards. The company won Gold for Company of the Year in Large-Sized Insurance, Silver for Epic Quotes Commercial Lines in Insurance Solution, and Bronze for Applied Pay in Payments Solution. These honors highlight Applied Systems innovation and leadership in insurance technology.

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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