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What is Applied Rater?

Many agencies discover that a significant amount of their time is spent procuring quotes from various insurance websites, and unfortunately, the quotes they obtain are frequently inaccurate, resulting in a less than satisfactory experience for their clients. To tackle this issue effectively, it is crucial to adopt a solution that can offer clients swift and precise quotes. Our cloud-based insurance quoting tool, Applied Rater®, simplifies the quoting process for a diverse selection of insurers throughout the United States. This innovative application provides a single point for data entry, enabling smooth information transfer directly into insurer websites from the platform itself. By utilizing this quoting solution, agencies can greatly enhance their competitive edge by providing quick and accurate quotes, which in turn boosts productivity and improves customer service. Clients will enjoy access to the most advantageous rates paired with comprehensive service. Additionally, the application enables users to directly obtain quotes from insurer websites, ensuring that the quoting process remains both efficient and dependable. In today’s fast-paced market, such efficiency not only fulfills client demands but also fosters enduring relationships grounded in trust and satisfaction. Consequently, adopting this tool can transform the quoting experience for both agencies and their clients, ultimately leading to greater success in the insurance industry.

What is Agency Matrix?

To achieve optimal efficiency, productivity, sales, and profitability, your agency needs an effective agency management system tailored for independent insurance agencies. It's crucial to select a system that is user-friendly and incorporates advanced technology alongside robust support. Agency Matrix provides innovative software solutions designed to align with your business objectives seamlessly. Managing your agency's operations doesn't have to be a challenge. With Agency Matrix, you can streamline essential tasks like x-date tracking, reconciliation, and client service, enabling you to focus more on generating revenue. Additionally, features such as automated reporting and telephone integration can significantly reduce both time and costs by automatically accessing a client's account based on their incoming call. This streamlined approach ensures that your agency operates at its highest potential, allowing for greater overall success.

Media

Media

Integrations Supported

Partner Platform (Partner XE)

Integrations Supported

Nextiva
Vonage Business

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

Applied Systems

Date Founded

2003

Company Location

United States

Company Website

www1.appliedsystems.com

Company Facts

Organization Name

Zywave

Date Founded

2005

Company Location

United States

Company Website

www.zywave.com/sales-cloud/agencymatrix/

Categories and Features

Insurance Agency Management

Contact Management
Insurance Rating
Life & Health
Property & Casualty
Quote Management

Insurance Underwriting and Rating

Broker / Agent Portal
Carrier Upload
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customizable Branding
Discount Management
Pricing Management
Proposal Management

Categories and Features

Insurance Agency Management

Commission Management
Contact Management
Document Management
Life & Health
Policy Management
Property & Casualty
Quote Management

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