LifeGuide

LifeGuide

CompuOffice Software
5.0 out of 5 stars
LifeGuide Ptally

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LifeGuide:

About

The LifeGuide® Professional software is produced independently of all insurance sales and marketing organizations, without any direct or indirect affiliations with any insurance marketing organization. The primary focus is to benefit the insurance buying consumer in the most objective, complete and professional manner. As a consequence, LifeGuide® subscribers enjoy the widest and continuously increasing service and competitive edge and advantage. The LifeGuide® Professional Software covers the entire range of life insurance products. No other independently produced life insurance research, comparison and information software in Canada provides the number of products, the number of companies and the level of comprehensive research and comparison facilities, features and tools that are provided to professionals on the LifeGuide software. The range of products on LifeGuide includes:
Ptally:

About

Ptally is an AI-enabled insurance pricing platform for insurers and MGAs. Pricing consultants build your rates, rules and calculations from existing rating guides, Excel models or US rate filings. Every change runs against a regression suite before you approve and deploy it with one click. One rating engine serves a real-time pricing API, embedded quote forms and conversational agents. Pricing teams can describe model changes in ChatGPT, Claude or Cursor through MCP, then review and publish them in Ptally. Ptally has served 50M+ quotes with a median execution time of 38ms across personal, commercial and specialty lines. There is no implementation fee: the Performance plan charges up to 1% of gross written premium with no upfront cost, or choose a flat fee per live model.
LifeGuide:

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Ptally:

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
LifeGuide:

Audience

Insurance industry companies seeking a solution to manage their operations
Ptally:

Audience

Insurers and MGAs that need to build, test, and run insurance rating models without a long IT project.
LifeGuide:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported
Ptally:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
LifeGuide:

API

Offers API Not Supported
Ptally:

API

Offers API Supported
LifeGuide:

Screenshots and Videos

Ptally:

Screenshots and Videos

No images available
LifeGuide:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
Ptally:

Pricing

Up to 1% of GWP
The Performance plan charges up to 1% of gross written premium with no upfront cost or implementation fee. Alternatively, the per-model option charges a flat fee per live model; enterprise pricing is custom.
Free Version Not Supported
Free Trial Not Supported
LifeGuide:

Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
Ptally:

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:

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LifeGuide:

Pros & Cons from Real Users

Pros

  • LifeGuide is accurate and reliable. It includes extensive qualitative and quantitative information about more than 2,600 life insurance and related offerings by the widest array of insurance companies. The innovations and features of LifeGuide are unmatched, and it is very well worth the price of the annual subscription.

Cons

  • There is no free trial, and support is not available on Saturdays
LifeGuide:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported
Ptally:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
LifeGuide:

Company Information

CompuOffice Software
Founded: 1989
Canada
www.compuoffice.com
Ptally:

Company Information

Ptally
ptally.ai
LifeGuide:

Alternatives

Compulife

Compulife

Compulife Software
Ptally:

Alternatives

LifeGuide:
Ptally:
LifeGuide:
i-underwrite

i-underwrite

Intelligent Life Technologies Limited
Ptally:
QuoteClick

QuoteClick

QuoteClick.com
LifeGuide:
Ptally:
Compulife

Compulife

Compulife Software
LifeGuide:
InsurancePlus Software Series

InsurancePlus Software Series

United Systems and Software
Ptally:
EZ-RATER

EZ-RATER

EZ-RATER Systems
LifeGuide:

Categories

Ptally:

Categories

LifeGuide:

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 Supported
For Personal Insurance Supported
Multi-State Not Supported
Multiple Line Rating Supported
LifeGuide:

Integrations

ChatGPT Not Supported
Claude Not Supported
Cursor Not Supported
Gemini CLI Not Supported
GitHub Copilot Not Supported
Model Context Protocol (MCP) Not Supported
Ptally:

Integrations

ChatGPT Supported
Claude Supported
Cursor Supported
Gemini CLI Supported
GitHub Copilot Supported
Model Context Protocol (MCP) Supported
LifeGuide:
Claim LifeGuide and update features and information
Claim LifeGuide and update features and information
Ptally:
Claim Ptally and update features and information
Claim Ptally and update features and information