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Description
Numerous agencies find themselves overwhelmed by the time it takes to gather quotes from various insurance company websites. Even more concerning is that the quotes they do receive may not be reliable, which ultimately leads to a subpar experience for clients. To solve this issue, it is essential to provide clients with quick and precise quotes. Our innovative cloud-based insurance quoting tool, Applied Rater®, streamlines the quoting process for a wide array of insurers across the United States. It features a unified data entry system that facilitates the seamless transfer of information directly to the insurers' platforms. By implementing this quoting solution, your agency can boost its competitive edge, offering swift and accurate quotes that enhance both productivity and customer service. This approach ensures clients receive not only the most competitive rates but also a comprehensive suite of services. You can efficiently extract quotes from insurer websites directly into the application, enabling a faster, more accurate quoting process that sets your agency apart. Embracing this technology positions your agency for success in a rapidly evolving market.
Description
BoltWise is an innovative platform that utilizes AI to enhance quoting and automate workflows tailored for industrial distributors and fastener sellers, aiming to simplify the more labor-intensive elements of sales, sourcing, and catalog management. By speeding up the quoting process, it provides quicker responses through advanced part matching capabilities that can decipher messy RFQs, typos, and abbreviations while seamlessly aligning customer and supplier part numbers with your own, thus reducing the need for tedious manual searches. Furthermore, BoltWise improves catalog management by transforming inconsistent part descriptions into easily searchable attributes and identifying duplicates, allowing teams to spend less time trying to remember part numbers. The platform also takes care of repetitive tasks, such as processing customer POs and creating purchase orders, thereby allowing employees to dedicate more time to enhancing customer service and engaging in strategic initiatives. In addition, it features a comprehensive supplier library that enables rapid identification of vendors for hard-to-source parts, alongside quoting analytics that provide valuable insights into trends related to parts, successful customer acquisitions, productivity metrics, and areas that may require attention within operations. This holistic approach not only increases efficiency but also empowers teams to make informed decisions based on data-driven insights.
API Access
Has API
API Access
Has API
Integrations
Epicor Prophet 21
INxSQL
Partner Platform (Partner XE)
The Business Edge
Integrations
Epicor Prophet 21
INxSQL
Partner Platform (Partner XE)
The Business Edge
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
2003
Country
United States
Website
www1.appliedsystems.com
Vendor Details
Company Name
BoltWise
Founded
2023
Country
United States
Website
getboltwise.com
Product 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
Product Features
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
