CompulifeCompulife Software
|
QuoterQuoter Software
|
|||||
Related Products
|
||||||
About
A full-featured quoting software that gives agents the ability to quote their clients’ life insurance coverage with ease and accuracy. Includes the rates of over 100 life carriers. You can run quotes for Term, Return of Premium, Simplified Issue, and Guaranteed UL products. Add instant life insurance quotes to your website. The Website Quoter easily integrates with your current website and will automatically adapt to any screen size to look perfect on all devices. You can control what life companies that you want to quote and set the e-mail address where you want any leads to go. The Compulife Basic Quoter will let you run life insurance quotes on any computer, tablet, or phone that is connected to the internet. It is fully responsive and can be used on any device such as a PC, MAC, iOS, Android, etc.
|
About
Quoter is an online quoting platform for sales teams. Quoter helps sales teams save time, increase control, and win deals faster by streamlining the sales quote and proposal process. It comes with reusable quote and proposal templates, quote and email tracking, easy, online acceptance and payment, CRM and accounting integration, and so much more. Create more quotes, eliminate bottlenecks, and get paid faster with Quoter. Quoter is a lightning fast, modern quoting platform for technology service providers. Our easy-to-use platform, automation workflows, and unlimited user pricing plans will empower your team to create more quotes than ever before. All of our core plans include unlimited users. Create impressive, accurate quotes in just a few clicks. Rest easy knowing exactly when your quotes are opened. Seamless PSA, CRM, distributor, and accounting integrations. Leverage our automation to encourage more people to quote.
|
|||||
Platforms Supported
Windows
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
Life insurance agencies
|
Audience
Sales teams and businesses of all sizes, from startups to global brands
|
|||||
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Not Supported
|
Support
Phone Support
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
$180 per user per year
Free Version
Supported
Free Trial
Supported
|
Pricing
$99 per month
Free Version
Not Supported
Free Trial
Not Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
|
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
|
|||||
Company InformationCompulife Software
Founded: 1987
United States
www.compulife.com
|
Company InformationQuoter Software
Founded: 2019
Canada
www.quoter.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
|
|||||
|
|
||||||
|
|
|
|||||
|
|
|
|||||
Categories |
Categories |
|||||
Insurance Underwriting and Rating Features
Broker / Agent Portal
Not 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
Not Supported
For Life Insurance
Supported
For Personal Insurance
Not Supported
Multi-State
Supported
Multiple Line Rating
Supported
|
Quoting Features
Automated Quoting
Supported
Catalog Management
Supported
Client Portal
Supported
Contact Management
Supported
Customer Accounts
Supported
Customizable Branding
Supported
Discount Management
Supported
Forms Creation
Supported
Pricing Management
Supported
Product Configurator
Supported
Proposal Management
Supported
CPQ Features
2D Drawing
Not Supported
3D Modeling
Not Supported
Approval Workflow
Not Supported
eCommerce
Supported
Guided Selling
Not Supported
Product Configurator
Supported
Proposal Generation
Not Supported
Quotes / Estimates
Supported
Renewal Management
Not Supported
Self Service Portal
Supported
Proposal Management Features
Automatic Formatting
Supported
Calendar Management
Not Supported
Collaboration
Not Supported
Contact Management
Not Supported
Content Repository
Supported
Document Management
Not Supported
Electronic Signature
Not Supported
Knowledge Library
Not Supported
Pipeline Management
Not Supported
Requirements Management
Supported
Revision Management
Supported
RFP Management
Supported
Task Management
Not Supported
Templates
Supported
Version Control
Supported
|
|||||
Integrations
Agile CRM
Not Supported
Autotask PSA
Not Supported
ConnectBooster
Not Supported
ConnectWise PSA
Not Supported
Constant Contact
Not Supported
Datto RMM
Not Supported
Highrise
Not Supported
HubSpot CRM
Not Supported
Insureio
Supported
Mailchimp
Not Supported
|
Integrations
Agile CRM
Supported
Autotask PSA
Supported
ConnectBooster
Supported
ConnectWise PSA
Supported
Constant Contact
Supported
Datto RMM
Supported
Highrise
Supported
HubSpot CRM
Supported
Insureio
Not Supported
Mailchimp
Supported
|
|||||
|
|
|