Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
ToolQuote is a versatile software solution designed to streamline the process of generating mold quotes efficiently. Tailored to match your existing quoting practices, ToolQuote offers complete customization for your specific needs. Every quote you create is stored in a database, enabling easy searching and comparison with previously completed quotes. Its advanced graphical interface automatically produces visual representations of both plan and side views of the tool layout. The software also calculates and generates steel sizes and material costs based on the tool layout, ensuring accuracy in your estimates. A comprehensive history of each quote provides you with a quick and clear perspective on any revisions made. You can even input actual costs for each tool, allowing for future comparisons with new quote calculations. Additionally, ToolQuote features selectable master profiles, which facilitate the creation of unique component libraries that can be seamlessly integrated into your templates. Finally, all gathered information can be effortlessly exported into a .CSV file, making it convenient to integrate with your ERP system or customized Excel quote sheets, enhancing your overall workflow further.
API Access
Has API
No
API Access
Has API
No
Integrations
Partner Platform (Partner XE)
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
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
No
Vendor Details
Company Name
Applied Systems
Founded
2003
Country
United States
Website
www1.appliedsystems.com
Vendor Details
Company Name
JDL Technical Services
Founded
2005
Country
Canada
Website
www.jdltech.ca
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
Quoting
Automated Quoting
Yes
Catalog Management
Yes
Client Portal
Yes
Contact Management
No
Customer Accounts
Yes
Customizable Branding
Yes
Discount Management
Yes
Forms Creation
Yes
Pricing Management
Yes
Product Configurator
Yes
Proposal Management
No
Tool Management
Calibration Management
No
Fixed Asset Management
No
Issue & Return Management
No
Job Costing
Yes
Maintenance Scheduling
No
Order Management
No
Tool Kitting
No