Applied RaterApplied Systems
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AutoQuoteDean Infotech
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Related Products
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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.
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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
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Anyone in need of an insurance quoting application
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Audience
Businesses using HubSpot CRM that want to automate and streamline their quote creation process to improve sales efficiency and accuracy
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationApplied Systems
Founded: 2003
United States
www1.appliedsystems.com
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Company InformationDean Infotech
Founded: 2012
India
www.deaninfotech.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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Integrations
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Partner Platform (Partner XE)
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Integrations
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Partner Platform (Partner XE)
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