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

Yodify is a B2B e-Commerce, Quoting, Website Building, Product Data, Customer Account & Catalog Management Platform. Yodify grants you access to powerful sales & quoting tools, and a vast product library. The Yodify Library cuts your time to launch from months, to weeks. Use pre-built products made to manufacturer specifications and populate your catalog in a couple clicks. Platform features like Product Configurators, Account Pricing & Checkout, Quote-to-Cart, Order Templates, Shipping Rules & Restrictions, & so much more make your site the ultimate resource. Yodify benefits both your customers and your sales teams; breaking down barriers in communication, and freeing up time answering basic questions to focus on dead-accurate quotes, & lucrative sales. Yodify is equally suited to either compliment your existing web presence, or completely overhaul your site. Book a platform Demo with our team for a personalized walkthrough of your digital future.

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 Requiring a Solution to Manage a Digital Product Catalog and Increase Sales with SEO and e-Commerce for Industrial & Commercial Businesses

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

$269/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

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.8 / 5
design 5.0 / 5
support 5.0 / 5

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

Yodify
Founded: 2014
Canada
www.yodify.com

Alternatives

Alternatives

Compulife

Compulife

Compulife Software
Zywave CPQ

Zywave CPQ

Zywave
Surefyre

Surefyre

Vertafore
Experlogix CPQ

Experlogix CPQ

Experlogix
InsureCert

InsureCert

InsureCert Systems
WinMan ERP

WinMan ERP

WinMan ERP 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

Quoting Features

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

Inventory Control Features

Allocation
Barcoding
Cost Tracking
Forecasting
Item Management
Order Management
Procurement Management
Reorder Management
Serial Number Tracking
SKU / UPC Codes
Supplier Management

Inventory Management Features

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Product Configurator Features

2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
eCommerce
Inventory Management
Recommendation Engine

eCommerce Features

Catalog Management
Channel Management
CRM
Customer Accounts
Data Security
Email Marketing
Inventory Management
Kitting
Loyalty Program
Mobile Access
Multi-Store Management
Order Management
Product Configurator
Promotions Management
Returns Management
Reviews Management
SEO Management
Shopping Cart
Templates

Integrations

Brevo
Google Analytics
HARMONiQ
HubSpot CRM
HubSpot Customer Platform
Partner Platform (Partner XE)
QuickBooks Online
Scoro
Stripe

Integrations

Brevo
Google Analytics
HARMONiQ
HubSpot CRM
HubSpot Customer Platform
Partner Platform (Partner XE)
QuickBooks Online
Scoro
Stripe
Claim Applied Rater and update features and information
Claim Applied Rater and update features and information
Claim Yodify and update features and information
Claim Yodify and update features and information