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 built-in templates that automatically pull in rate quotes for customers in professional proposals.
Services are offered on a monthly subscription basis after one-time setup fees. Support is offered via phone, email and an online self service customer portal.
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David from Cooke Insurance Agency
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Steve from Virginia Farm Bureau