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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 Experlogix CPQ?

The Experlogix CPQ solution empowers sales teams to generate precise quotes for configurable products and services. By utilizing a logic-driven rules engine, Experlogix CPQ allows product and engineering teams to manage options, combinations of features, pricing, and discounts effectively. Additionally, it streamlines processes like discount approvals, which facilitates faster sales for representatives and ensures that quotes are consistently accurate. This efficiency not only boosts sales productivity but also enhances customer satisfaction by providing reliable pricing information.

Media

Media

Integrations Supported

Integrations Supported

DynaMaker
Microsoft Dynamics 365
Microsoft Excel
NetSuite
SAP Store
Salesforce

API Availability

API Availability

Has API

Pricing Information

Pricing not provided
Free Version

Pricing Information

Pricing not provided

Supported Platforms

Windows
Mac

Supported Platforms

SaaS
Windows

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

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

Experlogix

Date Founded

2002

Company Location

United States, Netherlands

Company Website

www.experlogix.com

Categories and Features

Quoting

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

Categories and Features

CPQ

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

Order-to-Cash

Not specified

Product Configurator

2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
Inventory Management
Recommendation Engine
eCommerce

Proposal Management

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

Quote-to-Cash

Not specified

Quoting

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

Sales Force Automation

Contract Management
Opportunity Management
Proposal Generation

Visual Configuration

2D Configuration
3D Configuration
CPQ Integration
Custom Pricing Options
Documentation
Dynamic Environments

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