Epic Quotes Overview

Applied-rater, Epic Quotes automates personal lines quoting workflows within your management system. It seamlessly integrates into the native Applied Epic flow.

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
See all use cases See less use cases

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

"...This product saves so much time when rating insurance prospective clients...." Peer review by Dylan S., Insurance Agent / Assistant Office Manager, Insurance

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,

Comprehensive Insights on Epic Quotes Use Cases

How efficiently Does Epic Quotes manage your Proposal & Quote Management?

What makes Epic Quotes ideal for Rating And Review Management?

How can Epic Quotes enhance your Workflow Management process?

4+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well Epic Quotes solved their business 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 business 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)

Epic Quotes Integrations

Epic Quotes integrates with a wide range of software applications through its robust data import and export capabilities.

Data Import

4.72/5 ★

Read Reviews (22)
Data Export

3.59/5 ★

Read Reviews (12)

Software Failure Risk Guidance

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for Epic Quotes

Overall Risk Meter

Low Medium High

Top Failure Risks for Epic Quotes

Applied Systems News

Applied Systems Canada Achieves CSIOs eDocs Certification - Canadian Underwriter

Applied Systems Canada received eDocs certification from CSIO, enhancing their digital document capabilities.

25/08/2024 - source

Applied Systems Profile

Company Name

Applied Systems

HQ Location

200 Applied Parkway, University Park, IL

Employees

1001-5000

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Financials

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