Quote home and auto in Quotamation, then send new clients into Applied Epic so your team can continue in the AMS they already use.
Why agencies use this integration
Quote where you intake
Run intake and quotes in Quotamation across your connected carriers.
Clients without retyping
After a successful quote, client details can be sent to Applied Epic so your team picks up the account in Epic.
Two systems, one workflow
Keep servicing and agency management in Applied Epic; keep comparative quoting in Quotamation.
How it works
Intake & quote
Capture client information and quote in Quotamation.
Send to Applied Epic
After a successful quote, send the client to Applied Epic, either manually from the client record or automatically if your agency enables it.
Work the account in Epic
Continue client and opportunity workflows in Applied Epic; return to Quotamation whenever you need to quote again.