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Epic Quotes Benefits

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(1)4.0/5

Epic Quotes Benefits (formerly Applied Benefits Designer) is part of Applied Epic®. A renewal that should take one conversation stretches across three meetings and two spreadsheets. Your team pulls carrier rates from a disconnected system, builds a comparison deck, then rekeys whatever the client chooses back in by hand. Design and quote a benefits program directly from the client's account. Model medical, dental and ancillary plans, then turn the chosen design into an agency-branded proposal. Benefit plan design and quoting both run inside Applied Epic. Key features: • Fewer meetings per renewal: Scenarios get answered while the client is still in the room, so decisions happen in the meeting rather than after it. • Small groups worth serving: Quoting a small group costs little enough time that the case is profitable, so your team stops turning that business away. • Proposals in your agency's name: The client compares plans in an agency-branded proposal, built the same day rather than assembled by hand overnight. • One account for every group: Medium and large groups quote through a certified partner, and the plan details still land on the client's account in Applied Epic.

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