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)

34 Reviews of Applied Rater

Average User Ratings

Overall

4.03 / 5 stars

Ease-of-use

4.0

Value for money

3.0

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(17)

17

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 34 results

September 2020

Ben from Surex

Verified Reviewer

Company Size: 51-200 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

2.0

Functionality

5.0

September 2020

Great Quoting Tool

Positive experience overall, no major issues that would stop me from using it.

Pros

I can quote with all of the companies I sell insurance for all in one central location. Saves time having to quote each one separately.

Cons

Could have better integration with some company portals. At times the integration does not work leaving a lot of double entry. At times the ratebooks are not updated in time causing incorrect quotes.

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.

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.

November 2018

Ashlee from Insurance One

Verified Reviewer

Company Size: 11-50 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Customer support

4.0

Functionality

4.0

November 2018

Insurance Premium Rating

I do feel like Applied Rater saves me time when I'm quoting multiple companies for one customer. Also a big time saver when the prospect I'm quoting has multiple drivers and vehicles, Applied will auto fill all the information that I give them into my carriers quoting sites.

Pros

I do like how the program allows you to input information onto one platform instead of entering it into all of my providers separately.

Cons

I notice a lot of the time the information is not transferred correctly.

December 2016

Gillian from Best Buy Insurance Brokers Inc

Company Size: 11-50 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

December 2016

Quoting made (relatively) easy

We have been an Applied broker for over 30 years and have used Applied Rater (formerly Compu Quote) since it became available. It is still a valuable tool for our team to use in the quoting process

Pros

it's relatively easy to use and fairly intuitive for new users...

Cons

it needs to have more fail-safes in place for quotes... certain fields that need to be reviewed or alerts to coverages that haven't been reviewed... perhaps turn on/off option for more experienced users but a good tool for those just starting or those who do not use the software as frequently