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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Major technology firms such as Amazon have raised expectations for convenience and the ability to access services anytime and anywhere, and the insurance sector is no exception. Customers today desire the freedom to engage with your business, manage their policies, and obtain information at their convenience, regardless of their location. By enabling self-service options for clients, your team can devote more time to essential revenue-generating tasks. Our innovative online and mobile self-service platform, Applied CSR24®, is pioneering in the insurance industry, ensuring that your customers remain connected to your business. To thrive in the digital age, it is crucial to meet the evolving expectations of consumers, as this will enhance client satisfaction, foster loyalty, and differentiate you from competitors. Recognizing that each client has distinct needs, it is important to customize the documents they receive to align with their specific requirements. This tailored approach not only improves the client experience but also reinforces your commitment to personalized service.

Description

Introducing a comprehensive insurance quoting, enrollment, and lead management platform crafted specifically for modern insurance agents. Regardless of whether your operations are primarily conducted through in-person meetings, phone calls, online sales, or a combination of these methods, Quotit provides innovative solutions that enhance your clients' experiences through efficiency, tailored services, and automated processes. By investing in health insurance software, you can streamline operations and improve productivity, ensuring your clients enjoy seamless interactions at every touchpoint. Whether you seek a ready-to-use solution or require integrated data and capabilities, we have the right options for you. Our solutions, whether bundled or as standalone cloud-based APIs, ensure that you have centralized access to health plan information from a multitude of carriers nationwide, all in one convenient location, allowing you to focus on what truly matters—serving your clients effectively. Additionally, our platform is designed to adapt and grow with your needs, ensuring you remain competitive in a rapidly evolving industry.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

vBots

Integrations

vBots

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$199 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Applied Systems

Founded

1983

Country

United States

Website

www.appliedsystems.com

Vendor Details

Company Name

Quotit

Founded

2000

Country

United States

Website

www.quotit.com

Product Features

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Product Features

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

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