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What is Ptally?

Ptally is a groundbreaking platform that employs artificial intelligence to aid insurers and managing general agents (MGAs) in the pricing of their insurance offerings. Pricing consultants utilize existing rating guides, Excel sheets, or US rate filings to establish your rates, rules, and calculations. Every adjustment is subjected to a thorough regression suite analysis prior to finalization and implementation with a mere click. A centralized rating engine drives a real-time pricing API, integrated quoting forms, and conversational agents, enhancing the overall user experience. Pricing teams can express model changes using advanced tools like ChatGPT, Claude, or Cursor through MCP, allowing for a smooth review and publication of modifications within Ptally. With a remarkable track record of processing over 50 million quotes and achieving a median execution time of only 38 milliseconds across diverse personal, commercial, and specialty lines, Ptally distinguishes itself in the industry. Importantly, there are no implementation fees associated with the service: the Performance plan charges up to 1% of the gross written premium without upfront costs, or users may choose a simple fee per active model. This diverse range of pricing options empowers insurers to select the plan that best fits their operational requirements. Additionally, Ptally's commitment to innovation ensures that its users remain at the forefront of market trends and technology.

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.

Media

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Media

Integrations Supported

ChatGPT
Claude
Cursor
Gemini CLI
GitHub Copilot
Model Context Protocol (MCP)

Integrations Supported

Partner Platform (Partner XE)

API Availability

Has API

API Availability

Pricing Information

Up to 1% of GWP
The Performance plan charges up to 1% of gross written premium with no upfront cost or implementation fee. Alternatively, the per-model option charges a flat fee per live model; enterprise pricing is custom.

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub

Company Facts

Organization Name

Ptally

Company Website

ptally.ai

Company Facts

Organization Name

Applied Systems

Date Founded

2003

Company Location

United States

Company Website

www1.appliedsystems.com

Categories and Features

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

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