Meet Epic Quotes Commercial Lines
Applied Systems has introduced Epic Quotes Commercial Lines, a new way for US agents to handle commercial lines rating without leaving their daily system. It brings the power of Tarmika™ right into Applied Epic so you can see instant comparative rates alongside the rest of your work.
Because it lives inside Applied Epic, your existing customer and risk details flow into the quote automatically. No copying and pasting. No rekeying the same information in multiple places. You start with data you already trust and move straight to quoting.
Built for faster workflows—and room to grow
With Epic Quotes Commercial Lines, agents can quote multiple carriers from a single screen. That means no juggling separate carrier portals or repeating the same steps over and over. The result is a cleaner workflow that saves time and helps agencies focus on writing more premium.
What industry leaders are seeing
Kristin Baker, COO of Rollo Insurance Group, summed up the appeal: “Our agency decided to pilot Epic Quotes Commercial Lines because we had a lot of success with Tarmika and were excited to see its capabilities embedded within Applied Epic. Being able to manage the entire quoting process in one platform has significantly boosted our team’s efficiency.” One platform, one process—less friction for the team, and faster quotes for clients.
Features that make quoting easier
Epic Quotes Commercial Lines brings together the tools agents need to move from intake to bind with less back-and-forth:
- Access to nearly all major commercial lines: Quickly quote common needs like Business Owner’s Policy (BOP), Workers’ Compensation, Cyber Insurance, and General Liability.
- Pre-fill with Epic policy data: Start a quote with account information already in Applied Epic to cut out repetitive data entry.
- Market matching and appetite visibility: See carrier appetite and get market recommendations for each risk so you can focus on the right coverage options.
- Multi-line and multi-location quoting: Quote several lines and locations in a single workflow, without re-entering the same details.
- Mark quote as sold: Flag which market you bound and get ready for policy downloads within the system.
- Single view of submissions: Track current and historical quotes in one place, with customizable views to manage your pipeline.
Driving profitability in a changing market
Agencies handle a high volume of lower-premium business every day, and efficiency matters. As Anupam Gupta, Chief Product Officer at Applied Systems, put it, “Epic Quotes Commercial Lines now equips agents with Tarmika’s power along with the connectivity of the Ivans Distribution Platform, all seamlessly integrated within Applied Epic. This development creates straightforward workflows that significantly reduce redundant data entry during both renewal remarketing and new business quoting processes.” Less re-entry. Fewer steps. More time where it counts.
About Applied Systems
Applied Systems is a leader in cloud-based software for the insurance industry and an early pioneer in insurance automation. The company provides the largest set of agency and brokerage management systems worldwide, serving customers in multiple countries, including Canada and the UK. By streamlining the insurance lifecycle from end to end, Applied helps millions of people and businesses protect what matters most.
Frequently Asked Questions
What is Epic Quotes Commercial Lines?
It’s an embedded comparative rating solution that lets you quote multiple carriers directly inside the Applied Epic platform, powered by Tarmika™.
Who is Epic Quotes Commercial Lines designed for?
It’s built for US insurance agents and agencies that use Applied Epic and want a faster, more consistent way to quote commercial lines.
Which policy types can I quote?
You can quote major commercial lines, including Business Owner’s Policy (BOP), Workers’ Compensation, Cyber Insurance, and General Liability.
How does it cut down on data entry?
Your existing customer and risk information in Applied Epic pre-fills the quote, and the single workflow supports multi-line and multi-location quoting, marking quotes as sold, and managing everything from one submissions view.
How does market matching help me choose carriers?
The tool shows carrier appetite and recommends markets for each risk, and—with the connectivity of the Ivans Distribution Platform—keeps that process inside Applied Epic for both new business and renewal remarketing.