Personal & Commercial Servicing - Quoting (CA)

(2507) Canadian Commercial Lines Quoting in Applied Epic

Content Level: Basic

Personas: Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Personal Lines/Small Commercial, Owner/Principal, Sales Representative, Customer Service Rep, IT/Operations Manager, Marketing Manager/Specialist, Office Manager, Canadian Broker

Products: Applied Epic, Indio

Attend this session to learn how Epic Quotes Commercial Lines can enhance operational efficiencies within your brokerage. This sophisticated platform offers real-time quoting and automated email marketing solutions across all commercial package industry segments. Utilizing Applied’s unified and intelligent workflows ensures a seamless end-to-end customer journey within Applied Epic®, eliminating the need for any duplicate data entry. This session is geared towards Canadian brokers.