Our users love us
Personal lines quoting that's smarter, better, and faster.
Intuitive features that help you see ROI in no time.
Consistency
View 4 More
- Ease of use
The platform is intuitive, easy to use, and effortless to implement - Templates
Customizable templates with various presets enable speed and accuracy - Required fields
With carrier integration, you always capture the important information you can't miss - Third-party integration
Get hard-to-find information seamlessly as part of a standard workflow
Productivity
View 3 More
-
Dynamic interview
Intuitive workflows make quoting an interactive conversation and take the stress out of the process -
VSSO
Log in with peace of mind. Vertafore Single Sign-On provides secure, quick, and easy access to your account
-
Credential management
Store your carrier website log-in information securely and bridge directly to carrier partners
Visibility
View 4 More
-
Reports
Customized reporting allows your agency principal to track productivity and see a snapshot of new versus recurring business -
Customer lead sources
Visualize where your business is being generated to focus your efforts on the sources that matter most -
Historical record
Store your previous quotes indefinitely, or until you decide to delete them.
-
Team view
Provide transparency into your agency with a web-based platform
Growth and retention
View 3 More
-
Management system integrations
Connect your management system and run your business more effectively -
Consumer Rate Quotes (CRQ) add-on
This custom module allows prospects to quickly get a rate from your agency through your website or social media profiles
-
Package workflow
Upsell with packages and provide your customers with the protection they need
Connectivity
View 2 More
- Integrations
Integrate with many other solutions so you can make PL Rating work the way you need most in your business - Third-party data
Gain access to the data you need, when you need it, right inside of your rater
- Integrations
Integrate with many other solutions so you can make PL Rating work the way you need most in your business - Third-party data
Gain access to the data you need, when you need it, right inside of your rater