Applied Epic Modernization for Quote-to-Bind Automation

Keep Applied Epic as your agency management system while modernizing submission intake, commercial and personal lines rating, underwriting workflows, carrier connectivity, quote generation, and quote-to-bind operations.

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Keep Applied Epic as the Agency System of Record

Applied Epic is central to client records, policy management, account management, and agency operations for many agencies, brokerages, MGAs, and wholesalers. The challenge is usually everything that happens before information reaches Applied Epic. Teams may still collect submissions through email, rekey information into carrier portals, move between multiple rating systems, manage underwriting through spreadsheets, and manually create quotes and proposals. SelectsysTech modernizes these front-office workflows while Applied Epic remains the agency management system of record.

Modernize the Insurance Workflow Around Applied Epic

SelectsysTech adds a connected operating layer for new business and renewal workflows.

Organizations can modernize:

  • Producer and Agency Portals
  • Submission Intake
  • Risk Data Collection
  • Commercial Lines Rating
  • Personal Lines Rating
  • Comparative Rating
  • Carrier API Rating
  • Eligibility and Appetite
  • Underwriting Workflows
  • Quote Generation
  • Proposal Delivery
  • Binding
  • Applied Epic Data Integration

Approved customer, policy, quote, and transaction information can then move into Applied Epic for ongoing account and policy management.

How SelectsysTech Works With Applied Epic

SelectsysTech manages the workflows required to collect, evaluate, rate, quote, and bind insurance business. After the transaction is completed, approved customer and policy information is transferred into Applied Epic for account and policy management.

Producer or Agency User

Submission Intake

Risk Data Collection

Eligibility and Appetite

Rating

Underwriting Review

Quote Generation

Proposal Delivery

Bind

Applied Epic

Client and Policy Management

Flexible Rating Connected to Applied Epic

SelectsysTech can support different rating approaches based on the organization, line of business, and carrier.

Comparative Rating

Submit risk information once and compare results across connected carriers and markets.

Carrier API Rating

Connect directly to commercial or personal lines carrier APIs for real-time quotes.

Existing Rater Integration

Connect existing proprietary, spreadsheet, or third-party rating systems to modern front-end workflows.

SelectRate

Use SelectRate for ISO and NCCI based commercial insurance products, carrier specific deviations, product configuration, testing, governance, and deployment.

This allows organizations to modernize quoting without forcing every product or carrier into one rating method.

What Organizations Modernize Around Applied Epic

Applied Epic remains the agency management system while SelectsysTech modernizes the workflows used to capture, rate, underwrite, quote, and bind insurance business.

  • Producer and Agency Portals
  • Submission Automation
  • Commercial Lines Rating
  • Personal Lines Rating
  • Comparative Rating
  • Carrier API integrations
  • Eligibility and Appetite
  • Underwriting Workflows
  • Quote Generation
  • Proposal Delivery
  • Quote-to-Bind Automation
  • Applied Epic Integration

What SelectsysTech Adds Around Applied Epic

Modern Submission Intake

Capture complete risk information through structured producer, agency, and customer workflows.

Connected Insurance Rating

Connect comparative rating, carrier APIs, proprietary raters, spreadsheet raters, and SelectRate through one platform.

Underwriting Automation

Apply eligibility, appetite, referral, approval, and underwriting rules before quotes are released.

Carrier Connectivity

Connect commercial and personal lines carriers without repeated portal rekeying.

Quote-to-Bind Operations

Manage quoting, proposal delivery, approvals, document generation, and binding through one workflow.

Applied Epic Integration

Transfer approved customer, policy, quote, and transaction information into Applied Epic for ongoing management.

Built for Organizations Using Applied Epic

Many organizations continue using Applied Epic while adding SelectsysTech as the quote-to-bind automation layer.

Independent Agencies
Brokerages
Commercial Lines Teams
Personal Lines Teams
MGAs
Wholesalers
Program Administrators
Underwriting Teams

Why Applied Epic Customers Add SelectsysTech

SelectsysTech extends Applied Epic with modern rating, underwriting, carrier connectivity, and quote-to-bind workflows.

  • Faster Quote Turnaround
  • Reduced Carrier Portal Rekeying
  • Producer and Agency Self-Service
  • Structured Submission Intake
  • Commercial and Personal Lines Rating
  • Comparative Rating
  • Underwriting automation
  • Carrier API Connectivity
  • Quote-to-Bind Visibility
  • Applied Epic Integration
  • Operational scalability

Related Modernization Solutions

Frequently Asked Questions

Applied Epic modernization improves the submission, rating, underwriting, carrier connectivity, and quote-to-bind workflows surrounding Applied Epic while keeping it as the agency management system of record.

No. Organizations can continue using Applied Epic for client, account, and policy management while SelectsysTech modernizes the workflows used before information reaches the AMS.

SelectsysTech manages submission intake, rating, underwriting, quotes, proposals, and binding, then transfers approved customer, policy, quote, and transaction information into Applied Epic.

Yes. SelectsysTech supports commercial and personal lines rating through carrier APIs, comparative rating, existing rating systems, spreadsheet raters, and connected insurance workflows.

Yes. SelectsysTech captures risk information once and uses connected rating and carrier workflows to reduce repeated data entry across carrier portals and other insurance systems.

Yes. SelectRate can provide ISO and NCCI based commercial insurance rating while Applied Epic remains the agency management system. SelectsysTech connects rating, underwriting, quote-to-bind, and Applied Epic workflows.

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Modernize Applied Epic Without Replacing It

Keep Applied Epic as your agency management system while modernizing submissions, commercial and personal lines rating, underwriting workflows, carrier connectivity, quote generation, and quote-to-bind operations.

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