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Average Ratings 6 Ratings

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ease
features
design
support

Description

Numerous agencies find themselves overwhelmed by the time it takes to gather quotes from various insurance company websites. Even more concerning is that the quotes they do receive may not be reliable, which ultimately leads to a subpar experience for clients. To solve this issue, it is essential to provide clients with quick and precise quotes. Our innovative cloud-based insurance quoting tool, Applied Rater®, streamlines the quoting process for a wide array of insurers across the United States. It features a unified data entry system that facilitates the seamless transfer of information directly to the insurers' platforms. By implementing this quoting solution, your agency can boost its competitive edge, offering swift and accurate quotes that enhance both productivity and customer service. This approach ensures clients receive not only the most competitive rates but also a comprehensive suite of services. You can efficiently extract quotes from insurer websites directly into the application, enabling a faster, more accurate quoting process that sets your agency apart. Embracing this technology positions your agency for success in a rapidly evolving market.

Description

Utilizing QuoteIQ to send quotes allows potential clients to immediately recognize the exceptional quality of your business's services. These quotes are designed to be straightforward, enabling customers to effortlessly add additional services and confirm their acceptance of the quote. Moreover, the quicker you provide a quote to your customer, the higher your chances of securing the job become. Managing work schedules and ensuring that everyone, from your crew to your clients, stays informed is simple with QuoteIQ. Our calendar system is specifically designed for home service companies, making it easy to track all your appointments effectively. With QuoteIQ, online payment processing is smoothly incorporated into your account without any additional monthly or setup fees; you only pay transaction fees when you receive payments. This means you can access your funds four times quicker than if you were using checks. Additionally, Instaquote streamlines your quoting process by allowing customers to generate their own quotes for any of your services, enhancing their experience and engagement. This capability not only speeds up your workflow but also boosts customer satisfaction by offering them greater control over their service selections.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Partner Platform (Partner XE) Yes 

Integrations

Partner Platform (Partner XE) No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$29.99 per month
Flat monthly pricing. $29.99, $98.99, and $189.99 plans available. All features included in top plan
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Applied Systems

Founded

2003

Country

United States

Website

www1.appliedsystems.com

Vendor Details

Company Name

QuoteIQ

Founded

2023

Country

United States

Website

myquoteiq.com

Product Features

Insurance Agency Management

Claims Management No 
Commission Management No 
Contact Management Yes 
Document Management No 
Insurance Rating Yes 
Life & Health Yes 
Policy Management No 
Property & Casualty Yes 
Quote Management Yes 

Insurance Underwriting and Rating

Broker / Agent Portal Yes 
Carrier Upload Yes 
Commercial Lines No 
Comparative Insurance Rating Yes 
Customer Portal Yes 
For Casualty Insurance Yes 
For Health / Medical Insurance No 
For Life Insurance No 
For Personal Insurance Yes 
Multi-State Yes 
Multiple Line Rating Yes 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts No 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation No 
Pricing Management Yes 
Product Configurator No 
Proposal Management Yes 

Product Features

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management No 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts No 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator No 
Proposal Management Yes 

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