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.
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. 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 can easily map over the policy information for the customer I am quoting...." Peer review by Jennifer G., CSR, Insurance
Peer review evidence (same sources as the product rating summary)
"...Some won't quote with 10 & some won't quote with XP & Semcat..." Peer review by Caroline M., Owner
"...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 can Epic Quotes enhance your Proposal & Quote Management process?
How does Epic Quotes address your Rating And Review Management Challenges?
How efficiently Does Epic Quotes manage your 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.
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 | Read Reviews (18) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (18) |
Epic Quotes Integrations
Epic Quotes integrates with a wide range of software applications through its robust data import and export capabilities.
Software Failure Risk Guidance
?for Epic Quotes
Overall Risk Meter
Top Failure Risks for Epic Quotes
Applied Systems, Inc News
Lightspeed Joins First Class of Certified Integrations in Applied Systems' New Vendor Certification Program
Lightspeed Voice has joined Applied Systems' new Vendor Certification Program, offering certified integrations with Applied Epic. This integration allows insurance agencies to connect their communications platform with Applied Epic more efficiently, reducing costs and enhancing workflow. The certification ensures quality and reliability, providing agencies with seamless technology integration to improve operational efficiency.
Applied Systems Expands Employee Navigator Integration
Applied Systems has expanded its integration with Employee Navigator, enhancing the connection between Applied Epic and Employee Navigator's software. This integration automates data transfer, reducing manual entry and errors for benefits brokers, and improving the efficiency of the quote-to-enroll process.
Applied Systems Named to CNBC's World's Top Fintech Companies 2026 List
Applied Systems has been named to CNBC's World's Top Fintech Companies 2026 list in the Insurtech category. This recognition highlights Applied Systems' leadership in providing cloud-based software solutions for the insurance industry, validating its role in advancing technology to reduce operational friction for insurance professionals.
Applied Systems Named to CNBC's World's Top Fintech Companies 2026 List
Applied Systems has been recognized on CNBC's World's Top Fintech Companies 2026 list, specifically in the Insurtech category. This accolade highlights the company's leadership in delivering cloud-based software solutions for the insurance industry, validating its role in advancing insurance technology.
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
Social
Financials
M&A
