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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Quotient is a user-friendly and advanced online platform designed for the creation and management of quotes, allowing users to effortlessly generate, dispatch, and oversee their quotes. This software is compatible with Mac, iPhone/iPad, and Windows devices, ensuring a secure environment for its users. With its powerful features, such as acceptance confirmation emails, customizable quote templates, private notes for internal reference, and one-click online acceptance, Quotient streamlines the quoting process significantly. Additionally, it offers seamless integration with various applications, including Xero, Zapier, Insightly, QuickBooks Online, Capsule, MailChimp, and Highrise, enhancing its functionality and versatility. As a result, businesses can improve their operational efficiency and communication with clients through this comprehensive solution.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Marketo Engage No 
Bookkeeper360 No 
Capsule No 
Easyflow No 
Insightly No 
Insureio Yes 
Integrately No 
KonnectzIT No 
Mailchimp No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Radius Yes 
Raklet No 
Stackreaction No 
Unata No 
Wufoo No 
Xero No 
Zapier No 
servis.ai No 

Integrations

Adobe Marketo Engage Yes 
Bookkeeper360 Yes 
Capsule Yes 
Easyflow Yes 
Insightly Yes 
Insureio No 
Integrately Yes 
KonnectzIT Yes 
Mailchimp Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Radius No 
Raklet Yes 
Stackreaction Yes 
Unata Yes 
Wufoo Yes 
Xero Yes 
Zapier Yes 
servis.ai Yes 

Pricing Details

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

Pricing Details

$20.00/month
Free Trial Yes 
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 Yes 
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 Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Compulife Software

Founded

1987

Country

United States

Website

www.compulife.com

Vendor Details

Company Name

Quotient

Founded

2012

Country

New Zealand

Website

quotientapp.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

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 

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