Pioneer Insurance Agency Boosts Efficiency with New Quoting System
Pioneer Insurance Agency, Inc., a member of the Pioneer Bank family, is embracing technological advancements to enhance its commercial lines quoting processes. By integrating Epic Quotes Commercial Lines, they aim to offer a more efficient and customer-focused approach to quoting new commercial lines business.
Streamlined Quoting for a Better Client Experience
In today's fast-paced digital environment, clients expect rapid responses and seamless service. Understanding this, Pioneer Insurance Agency is leveraging Applied Systems' Epic Quotes, which offers integrated solutions allowing for quick market identification and the ability to generate multiple quotes efficiently. This transformation not only supports better service delivery but also aids in fulfilling cross-selling opportunities.
Innovative Solutions for Modern Challenges
Todd Shepersky, the insurance agency manager at Pioneer, emphasizes the importance of innovation in their service offerings. He stated that the previous multi-day quoting process fell short of their standards for customer experience and scalability. The introduction of Epic Quotes Commercial Lines enables their team to engage with several carriers simultaneously, ensuring that client needs are addressed promptly and effectively.
The Benefits of Epic Quotes Commercial Lines
Epic Quotes Commercial Lines stands out due to its single-entry multi-carrier rating system embedded within the Applied Epic platform. This tool not only supports various commercial lines but also connects agencies with over 35 markets. The innovative design allows agency personnel to easily remarket or quote new business, all without leaving their management environment.
Enhancing Agent Efficiency and Client Interactions
According to Anupam Gupta, the chief product officer of Applied Systems, agents typically invest several hours generating a single quote which restricts their productivity and growth potential in commercial lines. With Epic Quotes, agents have the ability to quickly gather data, assess market appetites, and proceed with the bind process within a unified system, significantly accelerating the quoting experience.
About Applied Systems and Pioneer Bank
Applied Systems is the global leader in cloud-based software for the insurance industry, renowned for its pioneering role in insurance automation. Its products empower agencies across the US, Canada, Ireland, and the UK to safeguard what matters most through efficient service delivery.
Pioneer Bank, National Association, operates as a comprehensive financial service provider, offering a range of services to meet the needs of individuals, businesses, and municipalities. With 23 offices in the Capital Region and several subsidiaries including Pioneer Insurance Agency, Inc., they strive to deliver diverse financial solutions.
Frequently Asked Questions
What is Epic Quotes Commercial Lines?
Epic Quotes Commercial Lines is a streamlined quoting tool designed to improve the efficiency of generating commercial lines quotes for insurance agencies.
How does Pioneer Insurance Agency benefit from this technology?
By adopting Epic Quotes, Pioneer aims to enhance client service, improve quoting speed, and streamline their internal processes for quoting multiple insurance markets.
What types of services does Pioneer Bank provide?
Pioneer Bank offers a wide range of financial services, including deposits, loans, and insurance among others, to a diverse clientele in the Capital Region.
What are the main features of the Epic Quotes tool?
The tool allows for single-entry multi-carrier comparative rating, access to numerous markets, and supports seamless remarketing without the need to exit the management system.
Why is quick quoting important in the insurance industry?
Quick quoting meets client expectations for rapid responses and contributes to increased efficiency in an agency's operations, ultimately driving growth.
