About Applied Rater

Applied Rater is a cloud-based insurance rating and quoting solution that helps businesses to present insurance rates to their clients. It integrates into agency websites and management systems, providing users with a single point of data entry to automate the exchange of information.

Key features include pipeline visibility via Applied Rater's configurable dashboard, integrated proposals, rates on multiple lines of business and more. Applied Rater enables users to automatically receive personalized flood proposals that include cost indication and customer waivers.

The solution also supports integration with LexisNexis, which allows users to auto-verify prospects' and customers' vehicle and residential information. Additionally, Applied Rater features...


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Supported Operating System(s):

Web browser (OS agnostic)

33 Reviews of Applied Rater

Average User Ratings

Overall

4.00 / 5 stars

Ease-of-use

4.0

Value for money

3.0

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(16)

16

4 stars

(8)

8

3 stars

(4)

4

2 stars

(3)

3

1 stars

(2)

2

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 33 results

November 2018

Dylan from Joe Bonene Insurance Services, Inc.

Verified Reviewer

Company Size: 2-10 employees

Industry: Insurance

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

November 2018

Save have the time

Applied Rater overall works great and is a necessity in the insurance industry.

Pros

This product saves so much time when rating insurance prospective clients. This will rate multiple companies at once to save time and checking all rates individually.

Cons

The software can be a little expensive, and may not support all your companies.

February 2018

David from Cooke Insurance Agency

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2018

Couldn't even begin to imagine my life as a personal lines broker without this software

Pros

The ease of integration into broker management systems and wide acceptability by insurance companies, especially given most insurance companies will honour quotes completed. Limits duplicate data entry and allows quoting all companies represented at once for easy comparison of coverage and premiums.

Cons

When trying to quote home and auto to show a client true bundle savings, often have to close and reopen quote when sifting through different insurance companies as no company has same bundle discounts. Can add extra time.

June 2020

Russ from GreatFlorida of Deerfield Beach

Company Size: 2-10 employees

Industry: Insurance

Time Used: More than 2 years

Review Source


Ease-of-use

3.0

Value for money

4.0

Customer support

2.0

Functionality

4.0

June 2020

Remember they have a 30 day cancel policy

Pros

A decent rater but others are better like QuoteRush

Cons

When you want to cancel after 3+ years they give you the standard sorry but we will charge you for a whole extra month. Not happy with their response.

April 2019

Jason from Surex Direct

Company Size: 51-200 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

2.0

Customer support

3.0

Functionality

4.0

April 2019

Applied aka "Compuquote"

I know that it is a very expensive tool for an office to have but it's definitely needed.

Pros

The amount of detail that you can enter. This product has come a long way in the last 10 years. For property you could not quote more than one location without errors before and now it seems to be much better.

Cons

There are probably twice as many fields to complete than there was even 10 years ago. It takes quite a while to enter even a simple quote as most of the fields are required to populate.

November 2018

Michelle from Southshore Insurance Professionals

Verified Reviewer

Company Size: 2-10 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2018

Simpifying the Quote Process

This helps us quote and propose our clients with ease, it's a great asset to our agency.

Pros

This system is user friendly and has all of our carrier options for both home and auto listed. We're able to easily turn around quotes and proposals and the quality of the proposal is fantastic. This tool has been a welcome one in our agency since 2014.

Cons

We had some issues with the big Windows 10 upgrade last year, but since has gotten significantly better.