Applied Rater

Applied Rater

Applied Systems
AutoQuote

AutoQuote

Dean Infotech
+
+

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About

Many agencies feel they spend too much time retrieving quotes from multiple insurer sites. Or worse, that quotes often lack accuracy, creating a poor client experience. You need a way to deliver fast, accurate quotes to your clients. Our cloud-based insurance quoting application Applied Rater® automates quoting workflows for the broadest range of insurers in the United States. It provides a single point of data entry to automate the exchange of information directly to insurers’ websites within the application. Use a quoting solution to enhance your agency's competitive value by delivering fast, accurate quoting that improves productivity and enhances customer service. Give clients the most competitive rates and comprehensive service. You can pull quotes directly from insurer sites into the application for fast, accurate quoting.

About

AutoQuote is a powerful HubSpot-integrated tool designed to automate quote creation when deals progress through different stages. With an intuitive drag-and-drop interface, users can seamlessly generate, review, and edit quotes, ensuring a smoother sales workflow. By eliminating manual effort, AutoQuote streamlines the sales process, increases efficiency, and accelerates deal closures. Key Features 💠Automated Quote Creation – Instantly generates quotes when a deal moves stages, reducing manual effort. 💠Drag-and-Drop Functionality – Easily create and manage quotes directly from the deal stage with a simple drag-and-drop action. 💠Side Card View – Enables one-click quote generation without leaving the deal page. 💠Quick & Easy Configuration – Set up predefined templates for faster and more accurate quotes. 💠Seamless HubSpot Integration – Works directly within HubSpot CRM for a smooth and uninterrupted experience. 💠Faster Deal Closures – Automates and the quoting process

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Anyone in need of an insurance quoting application

Audience

Businesses using HubSpot CRM that want to automate and streamline their quote creation process to improve sales efficiency and accuracy

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Applied Systems
Founded: 2003
United States
www1.appliedsystems.com

Company Information

Dean Infotech
Founded: 2012
India
www.deaninfotech.com

Alternatives

Alternatives

Compulife

Compulife

Compulife Software
Zywave CPQ

Zywave CPQ

Zywave
Surefyre

Surefyre

Vertafore
Quote Roller

Quote Roller

PandaDoc
InsureCert

InsureCert

InsureCert Systems
Quoter

Quoter

Quoter Software

Categories

Categories

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Underwriting and Rating Features

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

Integrations

HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Partner Platform (Partner XE)

Integrations

HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Partner Platform (Partner XE)
Claim Applied Rater and update features and information
Claim Applied Rater and update features and information
Claim AutoQuote and update features and information
Claim AutoQuote and update features and information