Personal lines quoting that's smarter, better, and faster.
Intuitive features that help you see ROI in no time.
Consistency
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- 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
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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.
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Credential management
Store your carrier website log-in information securely and bridge directly to carrier partners.
Visibility
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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.
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Team view
Provide transparency into your agency with a web-based platform.
Growth and retention
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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.
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Package workflow
Upsell with packages and provide your customers with the protection they need.
Connectivity
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- 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.