par Applied Systems
Pour qui ?
Independent insurance agents who write primarily personal lines business.
Notes moyennes31 avis
- Note globale 4 / 5
- Facilité d'utilisation 4 / 5
- Service client 4 / 5
- Fonctionnalités 3.5 / 5
- Rapport qualité-prix 3 / 5
Informations sur le produit
- Version gratuite Non
- Version d'essai gratuite Oui
Cloud, SaaS, web
Formation en ligne en direct
Support en horaire de bureau
Informations sur l'éditeur
- Applied Systems
- Fondé en 1983
En savoir plus sur Applied Rater
Applied Rater automatically fills information into carriers' websites, eliminating redundant typing and saving agents up to 85% of their quoting time. Over 10,000 agents in 46 states use Applied Rater every day to quote auto and homeowners insurance, create proposals and bind policies. Applied Rater was formally SEMCAT Quoting Software.
Applied Rater - Fonctionnalités
- Assurance de biens et multirisque
- Classement des assurances
- Gestion des commissions
- Gestion des contacts
- Gestion des devis
- Gestion des documents
- Gestion des réclamations
- Gestion des stratégies
- Santé et vie
- Configurateur de produits
- Devis automatisé
- Gestion des catalogues
- Gestion des contacts
- Gestion des prix
- Gestion des remises
- Portail client
- Stratégie de marque personnalisable
- Classement sur plusieurs lignes
- Comparateur d'assurances
- Fonctions pour assurance maladie
- Fonctions pour assurance particuliers
- Fonctions pour assurance vie
- Fonctions pour assurances multirisques
- Lignes commerciales
- Portail client
- Portail des courtiers et des agents
- Prise en charge de plusieurs états
- Téléchargement d'opérateurs
Avis les plus utiles sur Applied Rater
Publié le 27/02/2018
Couldn't even begin to imagine my life as a personal lines broker without this software
Avantages: The ease of integration into broker management systems and wide acceptability by insurance companies, especially given most insurance companies will honour quotes completed. Limits duplicate data entry and allows quoting all companies represented at once for easy comparison of coverage and premiums.
Inconvénients: When trying to quote home and auto to show a client true bundle savings, often have to close and reopen quote when sifting through different insurance companies as no company has same bundle discounts. Can add extra time.
Publié le 24/04/2019
Applied aka "Compuquote"
Commentaires: I know that it is a very expensive tool for an office to have but it's definitely needed.
Avantages: The amount of detail that you can enter. This product has come a long way in the last 10 years. For property you could not quote more than one location without errors before and now it seems to be much better.
Inconvénients: There are probably twice as many fields to complete than there was even 10 years ago. It takes quite a while to enter even a simple quote as most of the fields are required to populate.
Publié le 05/11/2018
Simpifying the Quote Process
Commentaires: This helps us quote and propose our clients with ease, it's a great asset to our agency.
Avantages: This system is user friendly and has all of our carrier options for both home and auto listed. We're able to easily turn around quotes and proposals and the quality of the proposal is fantastic. This tool has been a welcome one in our agency since 2014.
Inconvénients: We had some issues with the big Windows 10 upgrade last year, but since has gotten significantly better.
Publié le 23/11/2018
Insurance Premium Rating
Commentaires: I do feel like Applied Rater saves me time when I'm quoting multiple companies for one customer. Also a big time saver when the prospect I'm quoting has multiple drivers and vehicles, Applied will auto fill all the information that I give them into my carriers quoting sites.
Avantages: I do like how the program allows you to input information onto one platform instead of entering it into all of my providers separately.
Inconvénients: I notice a lot of the time the information is not transferred correctly.
Publié le 09/12/2016
Quoting made (relatively) easy
Commentaires: We have been an Applied broker for over 30 years and have used Applied Rater (formerly Compu Quote) since it became available. It is still a valuable tool for our team to use in the quoting process
Avantages: it's relatively easy to use and fairly intuitive for new users...
Inconvénients: it needs to have more fail-safes in place for quotes... certain fields that need to be reviewed or alerts to coverages that haven't been reviewed... perhaps turn on/off option for more experienced users but a good tool for those just starting or those who do not use the software as frequently