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What is WebRate?

Offering round-the-clock quotes directly from your website enhances customer convenience while simultaneously saving you precious time. With an extensive selection of over 350 class codes for Business Owners Policies (BOP) and an additional 40 specifically for Contractors, you can provide real-time rates that your agency can easily issue. By simply adding a quote button to your site that links to your customized quoting page, you eliminate the need for technical support or web development assistance. The traditional process of securing commercial quotes can often be cumbersome, requiring significant information collection and repetitive data entry across multiple carrier sites. Now, your customers can conveniently click the “Get a Quote” button at any time, even during off-hours like Sunday nights or late Tuesday evenings when your office is not operational. They can enter their information and choose their preferred coverages, thus simplifying the procedure for both parties and easing potential stress. Customers receive instant quotes, while you are promptly notified via text or email with all relevant details. This setup fosters a beneficial situation for everyone involved. Moreover, IBQ Webrate is designed to be user-friendly, adjusting to various devices for optimal viewing experiences, thereby eliminating issues of squinting or accidental clicks. The entire process is crafted to be smooth and straightforward, making it incredibly easy to manage, and this efficiency is likely to enhance customer satisfaction significantly. Overall, this innovative approach not only streamlines operations but also strengthens client relationships.

What is DealHub?

DealHub's highly acclaimed platform for Configure-Price-Quote (CPQ), Contract Lifecycle Management (CLM), and remote selling empowers sales teams to engage in meaningful conversations with potential buyers throughout their purchasing journey. Users of DealHub gain access to immediate insights into buyer behaviors and sales analytics, which accelerates their revenue generation and provides a competitive edge in the market. The features available on the DealHub platform include Guided Selling Playbooks, Subscription Management, Digital DealRooms, Dynamic Content Generation, real-time analytics on buyer intentions, and E-signature capabilities. Additionally, DealHub seamlessly integrates with major CRM systems such as Microsoft Dynamics, Salesforce, and Freshsales, enhancing its utility and effectiveness. This integration not only streamlines processes but also ensures that sales teams can operate more efficiently, enhancing their overall performance and client interactions.

Media

Media

Integrations Supported

Freshsales
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
Salesforce
Sugar Sell
Togai
Zenskar

Integrations Supported

Freshsales
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
Salesforce
Sugar Sell
Togai
Zenskar

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
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

IBQ Systems

Company Website

www.ibqsystems.com/commercial-webrate/

Company Facts

Organization Name

DealHub.io

Date Founded

2013

Company Location

Austin, Texas

Company Website

dealhub.io

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

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

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

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Subscription Management

Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics

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