One Way to Streamline Commercial Lines Quoting

The connectivity of the IVANS Distribution Platform can help streamline the quoting process for carriers, agencies, and MGAs – reaching agencies directly in their management systems. Applied Systems is one of the many agency-facing technology companies using IVANS Distribution Platform to support their Commercial Lines quoting applications. Applied recently interviewed Atlantic Federal Credit Union Insurance Manager Dawn R. Post, an Epic Quotes Commercial Lines user. Find out how this tool has helped her agency save time and reduce manual tasks.

“It's a game changer indeed! Anything that helps make my job easier as a commercial representative is very welcome in my world.”

Dawn R. Post
Insurance Manager
Atlantic Federal Credit Union

How has this tool been a game changer for your agency?

The game changer part is that I can go right into Applied Epic to a client's file and click a button and be able to quote or remarket. That's primarily what I'm using it for is remarketing currently.

How much time do you think you're saving per week?

I've never timed how long it takes me to go into each carrier site to quote something. But that's one of the savings, not having to go to several different companies to quote say Workers’ Comp or a BOP. And then the other thing is everything's attached to the client file, so I don't have to drop and drag it into the client file.

How does Epic Quotes Commercial Lines improve the quoting experience?

The documentation piece is very helpful, but also the history – historically being able to see when you remarketed it right from the quote section versus having to go into remarketed apps.

As I think about it, it's just more of a complete experience. It's like keeping everything in one place instead of having just another place to log in and do your business for your members.

Are you using it quoting new business as well?

If I know the particular business is a fit for the carriers that are available to me, I will absolutely quote new business in there, because I can get several done at one time.

Do you have advice for other agencies on getting configured and making submissions?

You have nothing to lose but the time you're spending clicking in all the websites. It's so much more efficient. I don't remember the configuration being all that difficult either. if I can figure it out, other agencies certainly can!

What's your favorite functionality?

I just point my mouse and click to start the process. The efficiency of it, I guess, would be my number one favorite thing about it!

Commercial Lines, Carriers, 2022, Marketing & Distribution