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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

An all-encompassing quoting platform enables agents to efficiently and accurately provide life insurance coverage estimates for their clients. It features rates from more than 100 life insurance providers, allowing quotes for various products including Term, Return of Premium, Simplified Issue, and Guaranteed UL. You can seamlessly incorporate instant life insurance quotes into your website. The Website Quoter integrates smoothly with your existing site and is designed to automatically adjust to any screen size, ensuring it displays beautifully on all devices. Additionally, you have the flexibility to choose which life insurance companies you wish to include in your quotes and designate the email address for lead submissions. The Compulife Basic Quoter is accessible on any internet-connected device, whether it's a computer, tablet, or smartphone. Its fully responsive design allows for usage on diverse platforms such as PCs, Macs, iOS, and Android devices, making it a versatile tool for agents on the go. This adaptability ensures that agents can efficiently assist clients from virtually anywhere.

Description

Utilizing NiftyQuoter's online proposal software can dramatically reduce the time you spend on creating and managing proposals by up to 50%. The platform offers three types of templates: theme templates, content templates, and pricing templates. You can mix and match these templates, apply your own customizations, and send the finished proposal directly to your client via email through NiftyQuoter. Alternatively, you have the option to design your own template from scratch. With just a few clicks, you can tailor the appearance of your templates to align with your brand identity, adjusting elements like background colors, headings, and text. Additionally, NiftyQuoter allows you to respond to client comments instantly, providing real-time visibility for your clients to see your feedback. Transition from using Word to NiftyQuoter for a more efficient proposal process! Embrace the benefits of this specialized software to enhance your proposal management experience.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Harvest No 
Insureio Yes 
Radius Yes 

Integrations

Harvest Yes 
Insureio No 
Radius No 

Pricing Details

$180 per user per year
Free Trial Yes 
Free Version Yes 

Pricing Details

$19 per month
Free Trial No 
Free Version No 

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Compulife Software

Founded

1987

Country

United States

Website

www.compulife.com

Vendor Details

Company Name

NiftyQuoter

Website

www.niftyquoter.com

Product Features

Insurance Underwriting and Rating

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

Quoting

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

Product Features

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository No 
Document Management No 
Electronic Signature Yes 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates Yes 
Version Control No 

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