CompulifeCompulife Software
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ScalePad QuoterScalePad
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Related Products
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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.
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About
Quoter is a cloud-based, quote-to-cash platform purpose-built for managed service providers (MSPs) that automates over 30% of sales-related tasks. It integrates with PSA, CRM, distributor, payment, and accounting systems to auto-populate client, product, and pricing data. It supports infinitely configurable line items, bundles, volume discounts, multi‑currency pricing, tax and shipping calculations (including Avalara), and e‑signature and payment processing via Stripe, PayPal, or ConnectBooster. Quoter offers branded, reusable templates, product configurators with optional and single‑select items, and inventory-aware distributor pricing. It includes email tracking, automated follow‑ups, manager approval workflows, cost and margin tracking, and comprehensive reporting on quotes, margins, users, and products.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Life insurance agencies
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Audience
IT service and MSP teams requiring a solution to generate professional quotes
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$180 per user per year
Free Version
Free Trial
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Pricing
$149 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCompulife Software
Founded: 1987
United States
www.compulife.com
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Company InformationScalePad
Founded: 2015
Canada
www.scalepad.com/quoter/
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Alternatives |
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Categories |
Categories |
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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
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Integrations
Agile CRM
Avalara
CloudBlue
ConnectBooster
ConnectWise Automate
ConnectWise Cybersecurity Management
HaloPSA
HubSpot CRM
Ingram Micro Cloud
Keap
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Integrations
Agile CRM
Avalara
CloudBlue
ConnectBooster
ConnectWise Automate
ConnectWise Cybersecurity Management
HaloPSA
HubSpot CRM
Ingram Micro Cloud
Keap
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