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What is Sharp PLM?

Consider a simple approach to organizing your quotes and prospective projects that integrates effortlessly with your email. If you often find yourself spending excessive time managing quotes instead of securing them, SharpPLM Quoting might just be the perfect fit for your needs. This tool enables you to compile relevant email conversations and documents associated with each quote, facilitating a thorough review and a complete history of all modifications made. In machine shops, a significant amount of effort goes into creating quotes, making it essential to ensure that this hard work yields tangible results. By diligently monitoring your quotes, you can uncover valuable insights into which strategies yield success and which fall short. You'll learn about clients who are less price-sensitive, those who value promptness, and others who may not turn into buyers at all. SharpPLM has been crafted with the aim of offering a simple and affordable way for businesses to manage their vital product and operational information. By bringing together various areas of expertise, SharpPLM aspires to provide a powerful and efficient tool for its users. In the end, this innovation could significantly enhance your approach to quoting and the management of projects, leading to improved outcomes and greater efficiency in your operations.

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

Partner Platform (Partner XE)
SmartPOS by Petrosoft

Integrations Supported

Partner Platform (Partner XE)
SmartPOS by Petrosoft

API Availability

Has API

API Availability

Has API

Pricing Information

$49 per 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

Sharp PLM

Date Founded

2009

Company Location

United States

Company Website

www.sharpplm.com

Company Facts

Organization Name

Applied Systems

Date Founded

2003

Company Location

United States

Company Website

www1.appliedsystems.com

Categories and Features

Product Lifecycle Management

Change Management
Compliance Management
Cost Tracking
Design Management
Document Management
Product Data Management
Project Management
Requirements Management
Supplier 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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