The independent agency's leading personal lines insurance comparative rater
- Close business faster and drive revenue
- Offer more competitive quotes
- Take your time back
- Connect with carriers in real time
Our users love us
Personal lines quoting that's smarter, better, and faster.
An insurance rating engine with Intuitive features to help you see ROI in no time.
Consistency
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- Ease of use
The platform is intuitive, easy to use, and effortless to implement - Templates
Customizable templates with various presets enable speed and accuracy - Required fields
With carrier integration, you always capture the important information you can't miss - Third-party integration
Get hard-to-find information seamlessly as part of a standard workflow
Productivity
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Dynamic interview
Intuitive workflows make quoting an interactive conversation and take the stress out of the process -
VSSO
Log in with peace of mind. Vertafore Single Sign-On provides secure, quick, and easy access to your account
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Credential management
Store your carrier website log-in information securely and bridge directly to carrier partners
Visibility
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Reports
Customized reporting allows your agency principal to track productivity and see a snapshot of new versus recurring business -
Customer lead sources
Visualize where your business is being generated to focus your efforts on the sources that matter most -
Historical record
Store your previous quotes indefinitely, or until you decide to delete them.
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Team view
Provide transparency into your agency with a web-based platform
Growth and retention
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Management system integrations
Connect your management system and run your business more effectively -
Consumer Rate Quotes (CRQ) add-on
This custom module allows prospects to quickly get a rate from your agency through your website or social media profiles
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Package workflow
Upsell with packages and provide your customers with the protection they need
Connectivity
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- Integrations
Integrate with many other solutions so you can make PL Rating work the way you need most in your business - Third-party data
Gain access to the data you need, when you need it, right inside of your rater
- Integrations
Integrate with many other solutions so you can make PL Rating work the way you need most in your business - Third-party data
Gain access to the data you need, when you need it, right inside of your rater