Maintaining profitability while handling high-volume commercial policies can be a challenging task for brokers. Additionally, enhancing the efficiency of an expanding commercial book, evaluating new business and repositioning existing policies can take up a significant amount of time.
Leveraging Applied's Connected Commercial Lines within Epic, brokers can benefit from a more integrated and comprehensive experience. Through Epic Forms, Epic Quotes, CSR24, Indio, Data Lake, and APIs, brokers can efficiently manage all their commercial lines policies within Epic, enhancing visibility and operational efficiency. This move to a more connected experience empowers brokers to access real-time data and automation tools, ultimately leading to improved client service and streamlined processes. By embracing this solution, brokers can position themselves as forward-thinking industry leaders, offering a more seamless and advanced insurance experience for their clients.
Key Benefits
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Quote Speed and Accuracy
Provide precise and dependable quotes every time, in seconds.
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Client Satisfaction
Instant, accurate quotes lead to repeat business and referrals.
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Cost and Time-Efficient
Eliminate duplicate entries and manual procedures and increase productivity.
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Competitive Advantage
By offering multiple insurers instant quotes, you can find the best rates and coverages for your clients.
Capabilities
Market Access
Access to all commercial package industry segments: Contractors, Retail, Business & Professional Services, Real Estate, Farming Services, Hospitality, Warehousing Servicing, Health Services, Wholesale Services, Manufacturing/Processing Services, Member Organization Services and Education Services associated with Canada’s leading commercial insurers for both real-time and email submissions.
Pre-fill Quote with Applied Epic Policy Data
Seamlessly transfer risk data from Account or Policy screens to the quoting screen, automatically populating policy and risk details from Applied Epic. All data is retained in Epic to support enterprise-level BI and AI analytics
Multi-Operation Quoting
Include up to three Business Operations for the same submission request, streamlining the process and reducing the time and effort spent manually quoting submissions.
Modern User Interface
Unified, smart UI features dynamic, industry-specific questions that adapt intelligently to all industry segments, streamlining the quoting process further while ensuring accuracy and ease of use.
Multi-Location Quoting
Enter multiple locations, buildings, and related details as a part of a single workflow when quoting, eliminating the need to re-enter data and submit multiple quotes for a single risk with multiple locations.
Mark Quote as Sold
Bind the market and create policies directly in Applied Epic, enabling seamless transitions from submissions to policy management and downstream services like branded proposals, certificates, and enterprise reporting via Data Lake.
Single View of Submissions
Maintain overarching visibility into historical and active quotes.
Related Resources
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