Applied Rater

Applied Rater

Applied Systems
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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

What if there was a simple way to track your quotes and project opportunities that integrated with email? If you find yourself spending more time managing quotes than winning quotes, then SharpPLM Quoting is what you've been looking for. With SharpPLM, you can capture email threads and documents related to a quote. As revisions change, you can update those documents and keep a history of changes. As machine shops, a lot of energy is put into quotes, now is the time to make it worth your time. By tracking your quotes, you'll learn what works and what doesn't. Learn what customers are price-insensitive, what customers are time-sensitive, and what customers will likely never buy from you. SharpPLM was created out of the idea that there should be a simple, low cost solution for businesses to manage their product and business-critical information. SharpPLM pulls together various backgrounds to provide a successful product.

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

Companies searching for a solution to track and send professional quotes

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

Pricing

No information available.
Free Version
Free Trial

Pricing

$49 per month
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

Sharp PLM
Founded: 2009
United States
www.sharpplm.com

Alternatives

Alternatives

Compulife

Compulife

Compulife Software
RaiserSharp

RaiserSharp

RaiserSharp Solutions
Zywave CPQ

Zywave CPQ

Zywave
PSQuote

PSQuote

CLD Partners
Surefyre

Surefyre

Vertafore
InsureCert

InsureCert

InsureCert Systems

Categories

Categories

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

Quoting Features

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

Product Lifecycle Management Features

Change Management
Compliance Management
Cost Tracking
Design Management
Document Management
Product Data Management
Project Management
Requirements Management
Supplier Management

Integrations

Partner Platform (Partner XE)
SmartPOS by Petrosoft

Integrations

Partner Platform (Partner XE)
SmartPOS by Petrosoft
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