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What is NiftyQuoter?

By using NiftyQuoter's online proposal platform, you can significantly cut down the amount of time dedicated to creating and overseeing proposals by as much as 50%. This innovative software provides three distinct template categories: theme templates, content templates, and pricing templates, allowing for a flexible combination of options. You can personalize these templates to your liking and send the completed proposal directly to your client through email. If you prefer, designing a custom template from the ground up is also an available choice. With a few simple clicks, you can adjust the look of your templates to reflect your brand's identity, modifying aspects such as background colors, headings, and font styles. Moreover, NiftyQuoter enables you to promptly address client comments, ensuring they have real-time access to your responses. Making the switch from Word to NiftyQuoter can transform the way you manage proposals, leading to a more streamlined and efficient process. Take advantage of this specialized software to significantly elevate your proposal management capabilities and experience enhanced collaboration with your clients.

What is Compulife?

A comprehensive quoting platform allows agents to provide precise and timely life insurance coverage estimates for their clients. With access to rates from over 100 life insurance carriers, it supports quotes for a range of products such as Term, Return of Premium, Simplified Issue, and Guaranteed UL. You can effortlessly embed instant life insurance quotes into your website. The Website Quoter is designed to integrate seamlessly with your current site and automatically adjusts to fit any screen size, ensuring an aesthetically pleasing display across all devices. Moreover, you have the option to select which life insurance companies you want to feature in your quotes and specify the email address for lead submissions. The Compulife Basic Quoter is available on any device with internet access, including computers, tablets, and smartphones. Its fully responsive design enables compatibility with a wide array of platforms such as PCs, Macs, iOS, and Android devices, making it an adaptable solution for agents who are frequently on the move. This flexibility guarantees that agents can effectively support their clients from almost any location, enhancing the overall client experience. Ultimately, this innovative platform streamlines the quoting process, making life insurance more accessible for agents and clients alike.

Media

Media

Integrations Supported

Harvest

Integrations Supported

Insureio
Radius

API Availability

API Availability

Pricing Information

$19 per month

Pricing Information

$180 per user per year
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support

Training Options

Not specified

Training Options

On-Site Training

Company Facts

Organization Name

NiftyQuoter

Company Website

www.niftyquoter.com

Company Facts

Organization Name

Compulife Software

Date Founded

1987

Company Location

United States

Company Website

www.compulife.com

Categories and Features

Proposal Management

Electronic Signature
Templates

Categories and Features

Insurance Underwriting and Rating

Comparative Insurance Rating
For Life Insurance
Multi-State
Multiple Line Rating

Life Insurance

Not specified

Quoting

Not specified

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