PL Rating can empower your agency to:
- Reduce time to quote
- Improve your cross-sell opportunities
- Build stronger relationships through trusted advocacy
PL Rating is the independent agency’s leading comparative rating solution. It enables agencies to offer multiple competitive quotes in less time than it takes to get one quote from an individual carrier’s website. With standardized workflows, real-time carrier connections, and time savings through third-party integrations, PL Rating creates competitive advantages to help you close business faster.
PL Rating makes quoting multiple carriers easier and faster than ever.
Ease of Use: The platform is intuitive and straight forward, making it easy to learn and effortless to implement. Plus, the interview style workflow makes quoting easy and conversational.
Templates: Customize PL Rating to work for your business. With templates, you can set various presets depending on different situations such as high-risk drivers or coastal properties. Templates allow you to speed up your quoting process, ensure you don’t miss any required fields, and provide consistent service to your customers.
Required Fields: Never miss the important information you need when quoting. PL Rating integrates with your carriers, so you always capture all the specific required fields.
Third-Party Data: Through third-party integrations, agents can seamlessly pull in hard-to-obtain information such as VIN numbers, loss cost estimates, and more.
Boost your agency’s productivity with a comparative rater that does the heavy lifting for you.
Dynamic Interview: PL Rating’s intuitive workflows take the stress out of quoting for agents and make quoting an interactive conversation. Gather the information you need while building rapport with your customers.
VSSO: Vertafore Single Sign On makes logging into your account quick, easy, and secure.
Credential Management: Store your carrier website login information securely in PL Rating and bridge directly to your carrier partners.
Third-Party Data: Prefill capability saves time on data entry, finishing the quote faster.
Leverage PL Rating to keep a pulse on the health of your personal lines business.
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 unless you decide to delete them.
Team View: Provide transparency into your agency with a web-based platform.
Solutions at Quote: Integrate with third-party data to gain enhanced visibility into risk including other drivers, vehicles, and VIN numbers in the household.
Growth & Retention
Leverage the speed and accuracy of PL Rating to close more business and cultivate further retention.
Stored Quotes: Save time with stored, easy-to-find quotes.
Management System Integrations: Connect with 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.
With over 300 carrier connections in 48 states and D.C., PL Rating is the most robust comparative rater available.
Integrations: PL Rating integrates with many other solutions so you can make it 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.
Consumer Rate Quotes: Meet Your Clients Where They Are
PL Rating has saved our agency 5 full-time employees versus quoting directly on each carrier website.