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What is Quotient?

Quotient stands out as an intuitive and sophisticated online platform specifically crafted for the generation and management of quotes, enabling users to easily create, send, and monitor their quotes. This application is fully compatible with Mac, iPhone/iPad, and Windows systems, providing a secure environment for all users. Among its robust features are acceptance confirmation emails, customizable quote templates, internal private notes, and the convenience of one-click online acceptance, which collectively streamline the quoting process considerably. Furthermore, Quotient offers seamless integration with a variety of applications, such as Xero, Zapier, Insightly, QuickBooks Online, Capsule, MailChimp, and Highrise, thereby amplifying its capabilities and adaptability. Consequently, businesses can enhance their operational efficiency and foster better communication with clients through this all-encompassing solution. In today’s fast-paced business landscape, having such a tool can significantly reduce the time spent on quoting, allowing teams to focus on other critical tasks.

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

Media

Integrations Supported

Adobe Marketo Engage
Bookkeeper360
Capsule
Easyflow
Insightly
Integrately
KonnectzIT
Mailchimp
Partner Platform (Partner XE)
QuickBooks Online
QuickBooks Online Advanced
Raklet
Stackreaction
Unata
Wufoo
Xero
Zapier
servis.ai

Integrations Supported

Adobe Marketo Engage
Bookkeeper360
Capsule
Easyflow
Insightly
Integrately
KonnectzIT
Mailchimp
Partner Platform (Partner XE)
QuickBooks Online
QuickBooks Online Advanced
Raklet
Stackreaction
Unata
Wufoo
Xero
Zapier
servis.ai

API Availability

Has API

API Availability

Has API

Pricing Information

$20.00/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Quotient

Date Founded

2012

Company Location

New Zealand

Company Website

quotientapp.com

Company Facts

Organization Name

Applied Systems

Date Founded

2003

Company Location

United States

Company Website

www1.appliedsystems.com

Categories and Features

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Underwriting and Rating

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

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