PL Rating’s latest update streamlines your employee productivity

July 1, 2021 /

As part of Vertafore’s focus on insurance agency modernization, PL Rating’s latest update helps you improve your client experience and employee productivity.

Key benefits in this update include:

Enhanced Quote Validation Workflow – Customize your workflow to either validate the quote on each page or choose to validate at the time of rating. This update allows for you to conveniently enter customer information as you receive it.

Life Insurance Quotes with BackNine Insurance – Successfully cross-sell to your clients with life insurance quotes through BackNine Insurance.

Additional Field Integration with AMS360 – Save time with updated client-level data integrations between AMS360 and PL Rating, including customer type and primary email address fields.

To learn how to maximize these new benefits to grow your business, contact your Vertafore account manager today.