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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 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

Insureio
Radius
SmartPOS by Petrosoft

Integrations Supported

Insureio
Radius
SmartPOS by Petrosoft

API Availability

Has API

API Availability

Has API

Pricing Information

$49 per month
Free Trial Offered?
Free Version

Pricing Information

$180 per user per year
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

Compulife Software

Date Founded

1987

Company Location

United States

Company Website

www.compulife.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 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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