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Solution de soumission d'assurance-vie pour votre PC, appareil mobile et site web.

En savoir plus sur Compulife Quote Software

Avantages :

Incredibly powerful tool to help clients and make money.

Inconvénients :

The only thing I don't like is not having Table ratings but they are working on adding it very soon.

Compulife Quote Software - Notes

Note moyenne

Facilité d'utilisation
4,9
Service client
4,9
Fonctionnalités
4,9
Rapport qualité-prix
5,0

Probabilité de recommander le produit

9,8/10

Compulife Quote Software a reçu une note globale de 4,9 étoiles sur 5 d'après 62 avis d'utilisateurs publiés sur Capterra.

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Gerry
Gerry
Professional Licenses (É.-U.)
Utilisateur LinkedIn vérifié
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

I have used Compulife Software for over 25 years (it was DOS back then). Best product out there.

5,0 il y a 6 ans

Avantages :

I love both the ability to customize quotes (companies quoted, products quoted, and a myriad of display options) and the preferred health analyzer. For example, with the analyzer you can actually see why company 'X' won't offer a certain rate class by simply mousing over the red x next to the quote. I can tell my client that we need to go with company 'y' because the will give him P+ but for company 'x' his weight is too high or family history, or meds, or whatever will disqualify him for that rate. It's easy to use and a great tool. But Compulife is more than just software, it's Bob Barney and his team. Over the past decades Bob as always made him himself available to answer any questions or concerns. Being able to talk directly with the head guy provides value to me. There simply is no better product on the market.

Inconvénients :

Years back I had some 'eye candy' issues integrating the software into my website but that has been corrected for the most part now.

Dave
Dave
Vice President of Marketing (É.-U.)
Utilisateur LinkedIn vérifié
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Quickest, easiest way to compare multiple insurance companies prices for client presentation.

5,0 il y a 6 ans

Avantages :

Excellent developer support. Responsive by telephone or email when (rarely!) problems do come up. Push updates as frequently as daily lets me know that my rates are up to date. Explanations of changes on those updates are sometimes more timely than direct carrier communication about pricing changes. We have been recipients several times of the 10% discount offered for being the first to provide information about rate updates, the rare software errors, and underwriting criteria for the Preferred Health Analyzer function. That Preferred Health Analyzer is way easier & much quicker than going through the underwriting guides for every carrier. This is my Go To tool.

Inconvénients :

An update to output graphics and font might be nice. However I do understand that it has been designed for ease of use by many users of various abilities and varying technology platforms.

Crystal
Crystal
Executive Assistant (É.-U.)
Utilisateur LinkedIn vérifié
Restaurants, 11–50 employés
Temps d'utilisation du logiciel : 1 à 5 mois
Source de l'avis

Great tool for insurance agents

4,0 il y a 6 ans

Avantages :

Was a great way to get multiple quotes from one program. Saved time and gave customers the best comparison on insurance quotes.

Inconvénients :

Did not encounter any problems or things I did not like

Richard Dick
Richard Dick
President (Canada)
Utilisateur LinkedIn vérifié
Assurance, 2–10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

The Only System You Need

5,0 il y a 6 ans

Commentaires : My agency has been an MGA since 1980 and was the first Canadian subscriber of Compulife. We have looked at and tried numerous other programs over the years; but, always found Compulife to be the best. We have been involved in the creation of numerous products for various carriers over the past three decades and have always insisted any new product be launched on Compulife.

Avantages :

Compulife has always been found to be the most up to-date and reliable comparison system in the Canadian market. Whenever an error, such as listing a product incorrectly, has been discovered Team has always contacted the carrier to verify the facts and promptly corrected the matter when required.The program is very user friendly and an absolute necessity for any advisor.

Inconvénients :

Some carriers weren't cooperative in submitting details to be listed on Compulife.

Rufina
Rufina
Insurance Agent (É.-U.)
Utilisateur LinkedIn vérifié
Assurance, 10 000+ employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

An invaluable tool for presenting options to our clients/prospects.

5,0 il y a 6 ans

Avantages :

CompuLife enables us to serve our clients and prospects better by allowing us to show our customers a comparison of several companies and products in just a few minutes. It less us become more efficient because we’re able to answer any questions they might have right then and there. The ability to customize companies and products quoted as well as the preferred health analyzer is such a useful feature because then I can tell my customer why one option is better for them than others. Bob Barney and his team at CompuLife are great at keeping their users informed and updated so we can provide the best service to our own customers. They are always easy to reach out to and having that sort of direct access to the actual people who are at the helm of the product’s development is a great value for us.

Inconvénients :

A more modern look to the graphics would definitely be nice. However, as I understand they purposely keep it simple that way to make it easier for people using various technology platforms to be able to have the exact same user experience.

Robert
Robert
Life Brokerage Manager (É.-U.)
Utilisateur LinkedIn vérifié
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Been using Compulife for many, many years. It's the quickest way I know to run life insurance quote

5,0 il y a 6 ans

Avantages :

I've always liked the expansive list of carriers and the ease by which a quick quote can be generated. The toggle switch is a great feature which allows me to check other carriers that I am not currently contracted with. In my opinion, Compulife is the best and fastest life insurance quote engine on the market and perfect for any Agent, General Agent or Brokerage General Agent.

Inconvénients :

There is nothing about Compulife software that I dislike. Having access to a life insurance quote engine that automatically updates and provides accurate quotes with the least amount of effort is all I ask for. Compulife fits the bill economically.

Bob
Bob
Owner (É.-U.)
Utilisateur LinkedIn vérifié
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

We have been using Compulife for many years and would not change

5,0 il y a 6 ans

Commentaires : Best way to provide accurate quotes for term and UL product comparisons.

Avantages :

The software includes many features that most agents will ignore like conversion option end dates for term products, and guaranteed UL premiums to 85, 90, and 100. It is not easy to get information like that from most carriers and CSR has done a spectacular job providing these details.

Inconvénients :

It can take some time to figure out the best way to use the software as there are many ways to present the quotes. I suggest calling cust support for guidance as to how to use the software for your particular practice as he can send you some examples that will work for you.

Mike
Mike
Owner/agent (É.-U.)
Utilisateur LinkedIn vérifié
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

I have used the Compulife software personally for over 20 years and give it a huge thumbs up!

5,0 il y a 6 ans

Avantages :

I like everything about the software. It is able to search and show me the best policies for my customers in seconds. It is also mobile friendly. It allows me to save huge amounts of time comparing policies. The customer service is outstanding. It has helped me earn thousands of dollars of the course of my career. It is very cost effective. I can't say enough good things about Compulife.

Inconvénients :

I honestly can not thing of anything I like least about this software. The ease of use, the price, the time saved, the customer service are all top notch.

John Roland
John Roland
Independent Life Insurance Advisor 506-650-2637 (Canada)
Utilisateur LinkedIn vérifié
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Compulife Quote makes my job easier.

5,0 il y a 6 ans

Avantages :

It's fast, easy to use and accurate. Rate and product updates are frequent and automatic. It has paid for itself with leads I have received from term4sale.ca. Compulife web software allows my prospective clients to get initial quotes from my website. Support is excellent. It's easy to talk with a real person if necessary, but most questions are quickly answered by email. I consider it an essential tool for my business to grow.

Inconvénients :

I have no "Cons" to report. The software is everything I need it to be.

Gordon
Gordon
Vice President, Professional Life Insurance Specialist (É.-U.)
Utilisateur LinkedIn vérifié
Assurance
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Best life insurance quoting software available

5,0 il y a 6 ans

Commentaires : makes my job much easier

Avantages :

Been using compulife for over 20 years now. Makes doing business much easier for me and I have not found any other quoting software that offers quotes from as many companies as compulife. Team provides excellent customer service.

Inconvénients :

Would like if they provided table ratings for all companies they quote as I know of one of their competitors that does, but this competitor only quotes much fewer insurance companies/rates.

Byron
CEO/Founder (É.-U.)
Assurance, 51–200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Incredible product. Amazing value.

5,0 il y a 5 ans

Commentaires : I've been a subscriber since the early 1990's. The product has always been easy to use, and incredibly valuable in my practice. Ownership is responsive (yes, the [SENSITIVE CONTENT HIDDEN] actually picks up the phone when you call them), and they listen to all feedback. Much of my feedback has been the catalyst for improvements to the product over the past 30 years. What amazes me is that the product provides so much information for so little money, it's hard to fathom any independent life insurance agent not having it. In the rare instances when I have found a discrepancy between Compulife software, and a particular Insurance company's software, 90% of the time (and I know this is hard to believe), Compulife has been correct and the carrier's OWN SOFTWARE was wrong about their own pricing. I am eternally grateful to [SENSITIVE CONTENT HIDDEN] and Compulife for making my life easy as I demonstrate to clients that I have access to pricing, features, and ratings information on hundreds of life insurance products so that I, and my agents, can make meaningful recommendations as to which represent the best values. Compulife makes it easy to look like a genius. If you're equivocating, feel free to contact me and I can share my experience.

Avantages :

Easy to learn. Easy to use. Incredibly powerful tool to help clients and make money.

Inconvénients :

I have no complaints whatsoever. Product is fabulous.

Utilisateur vérifié
Utilisateur LinkedIn vérifié
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Easy to use product with fantastic customer service

5,0 il y a 6 ans

Commentaires : It allows to me stay up to date with every single company and all the underwriting and premium changes, including sorting by build, family Hx, and other UW factors. No more binders with UW guides, I only use CompuLife.

Avantages :

It's easy to use and reliable. We've used CompuLife since the mid-90s and appreciate the consistent excellent service and accurate information. The customer representative are incredibly responsive and have a great product.

Inconvénients :

Nothing to dislike, it works perfectly for me. Some people might see the interface as somewhat DOS based, to me this is a good thing as it is fast to load and quick to work, not wasting a lot of computer energy on pretty pictures, it's simple.

Bill
President (É.-U.)
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

I have 28+ years as a life general agent and depend on the Compulife software daily.

5,0 il y a 6 ans

Commentaires : It helps us show consumers that we do our shopping for them. We can show not only carriers we represent but if needed can refer them to a carrier who may better address their needs. Having CL as a resource makes us better at our job of insuring families and businesses.

Avantages :

Compulife's regular updates keep me informed, up to date and in the best position to serve our agents, clients and prospects. Underwriting input is also available for quick rate class qualifications. It is a simple product to learn and use. Comparisons can be easily adjusted for short quotes to all years type of output. Compulife's competitive pricing makes it easy to afford and with a free trial available I often refer agents I work with so they too can compare term and UL rates.

Inconvénients :

It would be "nice" if all carriers would simply "get on board" and provide rate updates, underwriting criteria and forms directly to Compulife. Many/most carriers do it for at least one competitor even pay to have their information kept current. Compulife simply does it for the agents to best serve their clients and prospects. Come on carriers, get on board with Compulife!

Dayne
Owner/producer (É.-U.)
Assurance, 2–10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

A CAREER saver-and the best tool in your 'toolbox'!!

5,0 il y a 6 ans

Commentaires : Compulife gives me a 'one stop shopping' capability with prospects that, to my knowledge, is not available anywhere else... I don't want to give away my 'secrets', but if not for Compulife, I'd probably have ended up as a greeter at WalMart....'nuff said? Keep up the good work, guys... it is appreciated more than you know.

Avantages :

Ease of use and the fact that, in over 18 years since I first began using Compulife, even though I'm sure much has changed on the 'backend' of the program, the front end or 'user face' hasn't, meaning old gods like me don't have to learn new tricks! Service from Customer Rep and 'company' has been excellent and consistent. I cannot tell you how many sales (some VERY large 5 figure ones) were made using Compulife. If you don't have it, well, that's YOUR loss...

Inconvénients :

Honestly, after being out of the biz for about 10 years (for personal reasons) and just coming back, I have yet to find anything I didn't like... it's still the same- nothing 'new' to learn! I believe a tool to show people the actual 'APR' savings of going ahead with an annual premium versus monthly would be nice, but hey- you can't have it all, right?

Mark
Independent Financial Services Professional (É.-U.)
Utilisateur LinkedIn vérifié
Assurance, 2–10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

INDISPENSABLE TOOL FOR NON-CAPTIVE LIFE UNDERWRITERS

5,0 il y a 6 ans

Commentaires : I have had occasion to speak our customer service reps many times, what with computer additions, OS changes and more, and their answers are always right, and always quick. I signed up for the next SIX years, just so I wouldn't have to think about billing and the like. I wouldn't think about signing up for six years to buy Boy Scout cookies from one of my sons, but I did so with Compulife!

Avantages :

I have been in the business for four decades. I have been using Compulife for over 20 years, going back all the way to the floppy disk delivery. I could not be happier with the information provided, the customer service, the accuracy, and the value it provides to my clients. I don't see how I could provide proper service without this unbiased, non pop-up, non time-wasting Insurance comparison software. I invite anyone to write for information. I don't know a thing about information services help, but I am happy to regale the product. No compensation, no charge.

Inconvénients :

Wish they could come up with something to compare cash-based/cash-value/permanent products, but that's certainly a practical impossibility - but they come close with an option to compare various NLG/non-fixed "Long Term/Permanent Term" contracts with just 1 button/Icon."

Joseph
Financial Security Advisor (Canada)
Services financiers, 2–10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Great software that is simple to use and gets the result in a few seconds.

5,0 il y a 6 ans

Commentaires : I was able to generate more business with limited efforts.

Avantages :

I cannot begin to tell you what this software has done for my business. I started using it 30 years ago when everyone was selling life insurance with rate cards. I would walk in with this software on my laptop and would be able to illustrate many companies and products in a few minutes - something that took much longer with rate cards. To this day, the software is a powerful tool in my arsenal that has evolved over the years. Clients are impressed when I use the Compulife software in their presence and questions are answered quickly and efficiently.

Inconvénients :

The software does what it is supposed to do when you want to illustrate life insurance or critical illness costs. It cannot do things like projecting the fund value for a Universal Life based on a certain premium payment. Once Compulife identifies the product with the best cost of insurance, I can then go that that insurer's illustration software and produce the illustration.

Richard
Richard
Disability Insurance Specialist | Life Insurance Broker (É.-U.)
Utilisateur LinkedIn vérifié
Assurance, 2–10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

The Best Life Insurance Quoting Software Available

5,0 il y a 6 ans

Commentaires : I have been using Compulife Quote Software for at least 10 years on my website and for quoting over the phone. It provides a great user experience on my website. The quotes are always accurate and updated regularly.

Avantages :

Most, if not all, of the major carriers can be quoted with this software. It is updated regularly. If there's ever a problem, which is rare, it is handled quickly.

Inconvénients :

I would like to see a more aesthetic page you can send to clients.

Lenny
Lenny
Independent Life Insurance Agent (É.-U.)
Utilisateur LinkedIn vérifié
Assurance
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

I have been an uninterrupted user of this software for over a decade and rely on it daily.

5,0 il y a 6 ans

Avantages :

The attention to detail the owners give to accuracy above all else. It's not uncommon to have two or three updates a week or more if appropriate.

Inconvénients :

It's nothing new to say the software looks like it was designed at the dawn of the internet age. That said, I once tried a beautifully designed similar software that was incorrect so often I lost business because of it.

Leonard
Leonard
President (É.-U.)
Utilisateur LinkedIn vérifié
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Our company has used this software for 24 years and is the foundation for our life insurance success

5,0 il y a 6 ans

Avantages :

Ease, speed and accuracy. We could not function without this excellent program. We use it every day and it is very reliable and efficient. The support we get is outstanding and responds promptly.

Inconvénients :

There is nothing we dislike about this program. We are happy with the program and recommend it highly. Our staff uses it every day also and is very happy with it.

Seth
Seth
Owner (É.-U.)
Utilisateur LinkedIn vérifié
Assurance, 2–10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

The best simple life insurance quoting software in the world

5,0 il y a 6 ans

Avantages :

Fast, easy, accurate, complete life insurance quoting software at a great price. I have used for nearly 20 years now and have always been happy with this simple quoting app.

Inconvénients :

I used to want them to update to a more modern interface but retro is back and again it is fast and simple to operate - don't mess with a good thing.

elBAZ
freelancer (Maroc)
Rédaction et correction, Auto-entrepreneur
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Best& Excellent Product

5,0 il y a 3 ans

Avantages :

Excellent developer support. Responsive through smartphone or electronic mail when (rarely!) troubles do come up. Push updates as often as each day shall we me realize that my fees are as much as date. Explanations of adjustments on the ones updates are every so often greater well timed than direct service verbal exchange approximately pricing change.

Inconvénients :

An replace to output pics and font is probably nice. However I do recognize that it's been designed for ease of use via way of means of many customers of diverse capabilities and ranging era platforms

Richard
independnet broker (Canada)
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Excellent tool that I use daily

5,0 il y a 6 ans

Avantages :

I am an agent in a 11 agent agency, and we all use COMPULIFE, and rely on its accuracy, and so far have found the rates to be accurate compared to the insurance companies' own illustration software. The odd time when there has been a glitch, The support team has been very quick to resolve the issue. I particularly like being able to display all of the term and permanent rates for an individual or couple, multi-life, joint first, etc.

Inconvénients :

I am an agent in a 11 agent agency, and we all use COMPULIFE, and rely on its accuracy, and so far have found the rates to be accurate compared to the insurance companies' own illustration software. The odd time when there has been a glitch, The support team has been very quick to resolve the issue. I particularly like being able to display all of the term and permanent rates for an individual or couple, multi-life, joint first, etc.

Mike
Mike
Managing Partner (É.-U.)
Utilisateur LinkedIn vérifié
Assurance
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Compulife is the simplest software for me as an insurance agent.

5,0 il y a 6 ans

Avantages :

I being able to easily run quotes, add table ratings, and compare more than the Top 5 carriers at once.

Inconvénients :

It is simple and easy to use...it is my go-to quote engine...I don't have much to say in this arena. No, it is not the prettiest mac-esq design in the world, but it gets the job done, period.

robert
Insurance broker (É.-U.)
Services financiers, Auto-entrepreneur
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

I have used Compulife for many years this software program and the people who own it are outstanding

5,0 il y a 6 ans

Commentaires : I use it for many times during the day to run quotes. Although I have other quoting software in the office that I use to check quotes, I always double check them with Compulife. If there is a discrepancy it is with the other programs and not Compulife.

Avantages :

This quoting software is reliable and the quotes it provides are up to date and accurate. It is an "all in one" package. I can quote quote one particular company I am interested in or the extensive companies in the program. It is absolutely the best quoting software program out there. If I have questions I can always email or call Compulife and I will always receive a prompt reply. Compulife has made my life easier and is one of the most important tools I use as an insurance broker.

Inconvénients :

I honestly cannot think of anything I do not like about Compulife. What do I like least, what do I like least? I am drawing a blank, I love the program.

John
John
President / Owner (É.-U.)
Utilisateur LinkedIn vérifié
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

awesome product at great price.

5,0 il y a 6 ans

Avantages :

Been using Compulife for 20 years, couldn't do my job without it; easy to use, always accurate, very affordable.

Inconvénients :

there is nothing I can say negative about this product/company. I use the product every working day for 20 years.