Applied RaterApplied Systems
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Zywave CPQZywave
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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
The Industry’s only complete, integrated solution that will transform your quoting and renewal process. Simplify complex and time-consuming processes to unlock the full growth potential of your agency. Configuring, pricing and quoting is an essential function of any insurance brokerage. For most brokers, these functions heavily rely on outdated, manual and inefficient workflows that are often error-prone and likely provide a poor customer experience. Zywave CPQ - Benefits leads the market with the most innovative solution that automates mission-critical steps of a benefits buyers’ journey. Driven by data, you are able to configure multiple benefit options which provides strategic insights for your clients. Streamline the quoting step with direct access to carrier pricing, which is supported with the ability to present professional, custom-branded proposals. Simply put, using Zywave CPQ - Benefits allows you to sell and service better than ever – ultimately fueling growth.
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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
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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
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Audience
Anyone in need of an insurance quoting application
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Audience
Insurance brokers seeking a tool for prospecting, digital archive, billing, agenda, access control & claim tracking.
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationApplied Systems
Founded: 2003
United States
www1.appliedsystems.com
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Company InformationZywave
Founded: 1995
United States
www.zywave.com/sales-cloud/zywave-cpq-eb/
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Categories |
Categories |
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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
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Insurance Agency Management Features
Claims Management
Not Supported
Commission Management
Not Supported
Contact Management
Not Supported
Document Management
Not Supported
Insurance Rating
Supported
Life & Health
Not Supported
Policy Management
Not Supported
Property & Casualty
Not Supported
Quote Management
Not Supported
Insurance Underwriting and Rating Features
Broker / Agent Portal
Supported
Carrier Upload
Not Supported
Commercial Lines
Not Supported
Comparative Insurance Rating
Supported
Customer Portal
Not Supported
For Casualty Insurance
Not Supported
For Health / Medical Insurance
Supported
For Life Insurance
Not Supported
For Personal Insurance
Not Supported
Multi-State
Supported
Multiple Line Rating
Supported
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Integrations
Partner Platform (Partner XE)
Supported
Sonant
Not Supported
Zywave Sales Cloud
Not Supported
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Integrations
Partner Platform (Partner XE)
Not Supported
Sonant
Supported
Zywave Sales Cloud
Supported
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