Quotes Setup Personal for Licensed Users

To use quoting functionality in Applied Epic, your organization must have an Epic Quotes subscription.

Once your organization’s administrator grants you Personal Quotes access, set up your carrier website login credentials, and define your quoting defaults. These options will streamline your workflows when you begin quoting.

If you are an administrator setting up Personal Quotes for other users, see Quotes Setup Personal for Admins and Password Managers.

1. From the Home screen, do one of the following:

• Click Configure on the navigation panel.
• Click the down arrow next to Home on the menubar and select Configure.
• Click Areas > Configure on the menubar.

From any other area of the program, do one of the following:

• Click the down arrow to the right of the Home options bar button and select Configure.
• Click Home > Configure on the menubar. The Configure screen displays.

2. Click User Options on the navigation panel or Areas > User Options on the menubar.
3. Click Quotes Setup Personal on the navigation panel.
4. Set up the options on each of the following tabs, if applicable:

Users

On the Users tab, Personal Quotes Admins grant personal quotes access to other users. Licensed users and Password Managers cannot edit these settings.

Carriers

Licensed users have read-only access to the Carriers tab. To view a carrier’s website from the Available Carrier Websites list, click the arrow button next to the carrier name in the list and then click the link. To view a carrier’s website from Your Carrier Websites, select it and click the View button beside the list.

Credentials

On the Credentials tab, enter your user credentials for use with Instant rates and the Live-Fill workflow. You can also enter your own user agent/producer codes for use with Instant rates. The Carrier Websites list populates with Your Carrier Websites from the Carriers tab.

Managing Credentials

User credentials are private and visible only to you, while all users in your agency share the Agency credential. Any existing agency credentials for your carrier websites display in the Credentials list. Only Admins and Password Managers can set up agency credentials. When both user and agency credentials are defined for a carrier website, the system will use your user credential.

If you make changes to a credential, the Modified At and Modified By columns will not reflect the change until the next time you access the Configure area.

You can do the following to manage agency and/or user credentials for each carrier website:

• Add a User Credential

  This credential is specific to your usercode and visible only to you.

  1. Select a carrier website in the Carrier Credentials list.
  2. Click the Add button .
  3. Select User from the Type dropdown menu if it does not default.
  4. Optionally enter a Nickname for the credential.
  5. Enter the credentials for the carrier website.
     
     To view what you have entered in the Password field, click the Show password icon . With the password visible, you can copy the password and paste it elsewhere.
  6. Click the Add button to add the user credential to the Credentials list for the carrier website.
• Edit a User Credential
  1. Select a carrier website in the Carrier Credentials list.
  2. Select the user credential in the Credentials list.
  3. Click the Edit button .
  4. Modify the credential information as necessary.
     
     To display the password, click the Show password icon in the Password field. With the password visible, you can copy the password and paste it elsewhere.
  5. Click the Update button.
• Delete a User Credential
  1. Select a carrier website in the Carrier Credentials list.
  2. Select the user credential in the Credentials list.
  3. Click the Delete button .

Managing Agent/Producer Codes

For maximum quoting flexibility, you can save multiple agent/producer codes for carriers set up for Instant rates if necessary. These codes are specific to your usercode and are visible only to you. The Agent/Producer Codes section only displays for carriers that require a code to rate. You can also save these codes from the Quotes Results screen, and they will populate in this list.

You can do the following to manage your own user agent/producer codes for each carrier:

• Add an Agent/Producer Code

  1. Select a carrier website in the Carrier Credentials list.
  2. Click the Add button .
  3. Optionally, enter a Nickname for the agent/producer code. Nicknames enable you to distinguish codes more easily.
  4. Select the carrier-defined Value Name from the dropdown menu if the correct name does not default.
  5. Enter the code in the Value field.
  6. Click the Add button to add the agent/producer code.

• Edit an Agent/Producer Code  

  1. Select a carrier website in the Carrier Credentials list.
  2. Select the code in the Agent/Producer Codes list.
  3. Click the Edit button .
  4. Modify the agent/producer code information as necessary.
  5. Click the Update button.

• Delete an Agent/Producer Code

  1. Select a carrier website in the Carrier Credentials list.
  2. Select the code in the Agent/Producer Codes list.
  3. Click the Delete button .

Quoting Defaults

Set your Primary Rating State and field defaults per state and line of business. The defaults you define here populate the corresponding fields automatically during new business quoting workflows. Any defaults you define for your own use override the agency defaults set by your administrator.

Only an Admin can change the Agency’s Primary Rating State and Agency Defaults.

Set Primary Rating States

Risk detail fields on new quotes populate automatically based on the Primary Rating State, but you can update these values when starting a new quote if necessary.

To set your primary rating state, select it from the User’s Primary Rating State dropdown menu.

Set Quoting Defaults per State and Line of Business

Agency Defaults or User Override values populate automatically in risk detail for new quotes. You can set different defaults per state and line of business.

To define your defaults, do the following:

1. Your Primary Rating State defaults. Select a different State if necessary.
2. Click the line of business button for the line for which you want to set up defaults (e.g. Auto or Home).
3. Select a User Override value for each Field for which you want to set up a default.
4. Repeat the preceding steps to set User Overrides for additional states or lines of business.

Data Prefill

Data Prefill powered by LexisNexis SAQ enables you to populate a quote with all available information from an Applied Epic contact and from LexisNexis (for example, VIN, driver’s license number, or home heat system information), so you can complete the quote more quickly and accurately.

The information that displays on the Data Prefill tab varies, depending on whether your agency has LexisNexis credentials and has enabled Data Prefill. Only Epic Quotes Personal Lines Admins can make changes to the settings on this tab.

If your agency has enabled Data Prefill, this tab displays information about your agency’s current lookup balance and monthly plan. If you notice that you are running low on lookups, contact an Admin about purchasing more.

Proposals

On the Proposals tab, Admins set up the styling and default agency information used in proposals generated from Epic Quotes Personal Lines. If necessary, you can update your own agency information when creating proposals.