Applied Rater

Applied Rater

Applied Systems
LeadOrganizer

LeadOrganizer

LeadOrganizer.net
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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

LeadOrganizer™ - Web based customized online agency management and Customer Relation Management (CRM) application (Not an insurance software) for the Insurance industry. It is a focused and a customized solution, which works by blending contact management, document management, time management, agency work-flow automation, and communication tools for life insurance distributors and producers. SFA - LeadOrganizer™ supports lead management, communication tools, scheduling, performance tracking and marketing tools. LeadOrganizer's SFA functions are integrated with an enhanced instant term life quoting tool, paramed order, and auto fill applications. Real time quotes for Term Life insurance is a powerful built-in quote engine application. Assess online, get instant quotes to help faster decision-making and improve your sales ability.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Anyone in need of an insurance quoting application

Audience

Insurance industry

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

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

Company Information

LeadOrganizer.net
www.leadorganizer.net

Alternatives

Alternatives

Compulife

Compulife

Compulife Software
Compulife

Compulife

Compulife Software
NinjaQuoter

NinjaQuoter

Ninja Technologies
Zywave CPQ

Zywave CPQ

Zywave
Applied Rater

Applied Rater

Applied Systems
Surefyre

Surefyre

Vertafore
InsureCert

InsureCert

InsureCert Systems

Categories

Categories

Insurance Supported

Insurance Agency Management Features

Claims Management Not Supported
Commission Management Not Supported
Contact Management Supported
Document Management Not Supported
Insurance Rating Supported
Life & Health Supported
Policy Management Not Supported
Property & Casualty Supported
Quote Management Supported

Insurance Underwriting and Rating Features

Broker / Agent Portal Supported
Carrier Upload Supported
Commercial Lines Not Supported
Comparative Insurance Rating Supported
Customer Portal Supported
For Casualty Insurance Supported
For Health / Medical Insurance Not Supported
For Life Insurance Not Supported
For Personal Insurance Supported
Multi-State Supported
Multiple Line Rating Supported

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Supported
Contact Management Supported
Customer Accounts Not Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Not Supported
Pricing Management Supported
Product Configurator Not Supported
Proposal Management Supported

Integrations

Partner Platform (Partner XE) Supported

Integrations

Partner Platform (Partner XE) Not Supported
Claim Applied Rater and update features and information
Claim Applied Rater and update features and information
Claim LeadOrganizer and update features and information
Claim LeadOrganizer and update features and information