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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Accelerate your business growth by leveraging the top-rated real-time comparative rater for personal lines. Effortlessly compare immediate quotes from various carriers all at once and in one convenient location. PL Rating stands out as the premier comparative rater, seamlessly linked to over 300 insurance providers across 48 states and Washington D.C. In contrast to the time-consuming process that captive agencies and direct writers face to deliver a single quote, you can offer numerous rates and coverage alternatives to your clients in a fraction of that time. Optimize your efficiency: With a robust network of over 300 real-time carrier connections, agents can generate accurate quotes from multiple carriers faster than it takes to obtain a single quote from a carrier's website. Boost your income: PL Rating provides options for package, flood, and Consumer Rate Quotes, all of which can contribute to increased revenue streams. Moreover, with quicker closing times, your ability to retain customers is enhanced. Streamline your data entry process: Instead of subjecting your clients to a barrage of questions, PL Rating assists in verifying the information related to your customers, making the process smoother and more efficient. This integration ultimately results in a more satisfying experience for your clients while elevating your agency's productivity.

Description

Experience the industry's only comprehensive and integrated solution designed to revolutionize your quoting and renewal processes. By simplifying intricate and time-consuming tasks, you can fully harness the growth potential of your agency. The configuration, pricing, and quoting processes are vital to any insurance brokerage, yet many brokers continue to depend on outdated, manual workflows that are prone to errors and lead to subpar customer experiences. Zywave CPQ - Benefits stands out as a market leader with its cutting-edge solution that automates crucial steps in a benefits buyer's journey. With insights driven by data, you can configure a variety of benefit options, offering valuable strategic insights for your clients. Enhance the quoting process with immediate access to carrier pricing, accompanied by the ability to create professional, custom-branded proposals. In essence, adopting Zywave CPQ - Benefits empowers you to elevate your sales and service capabilities, ultimately driving significant growth for your agency. This innovative approach not only improves efficiency but also transforms the way brokers interact with their clients, fostering a more satisfying overall experience.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Canopy Connect Yes 
Partner Platform (Partner XE) Yes 
Sonant No 
Zywave Sales Cloud No 

Integrations

Canopy Connect No 
Partner Platform (Partner XE) No 
Sonant Yes 
Zywave Sales Cloud Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
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 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 Yes 

Customer Support

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

Types of Training

Training Docs Yes 
Webinars Yes 
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

Vertafore

Founded

1969

Country

United States

Website

www.vertafore.com

Vendor Details

Company Name

Zywave

Founded

1995

Country

United States

Website

www.zywave.com/sales-cloud/zywave-cpq-eb/

Product Features

Insurance Underwriting and Rating

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

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow No 
Guided Selling No 
Product Configurator No 
Proposal Generation No 
Quotes / Estimates No 
Renewal Management No 
Self Service Portal No 
eCommerce No 

Insurance Agency Management

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

Insurance Underwriting and Rating

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

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