Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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

Ptally is an innovative platform that utilizes AI to assist insurers and managing general agents (MGAs) in pricing their insurance products. Pricing consultants leverage existing rating guides, Excel spreadsheets, or US rate filings to develop your rates, rules, and calculations. Each modification undergoes a rigorous regression suite analysis before you finalize and implement it with a single click. A unified rating engine powers a real-time pricing API, integrated quote forms, and conversational agents. Pricing teams can articulate model modifications using ChatGPT, Claude, or Cursor via MCP, enabling them to review and publish these changes seamlessly within Ptally. With over 50 million quotes processed and a median execution time of just 38 milliseconds across various personal, commercial, and specialty lines, Ptally stands out in the market. Notably, there are no implementation fees: the Performance plan is based on up to 1% of the gross written premium without any initial costs, or users can opt for a straightforward fee per active model. This flexibility in pricing structures allows insurers to choose the most suitable plan for their needs.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

No images available

Integrations

ChatGPT No 
Claude No 
Cursor No 
Gemini CLI No 
GitHub Copilot No 
Model Context Protocol (MCP) No 
Partner Platform (Partner XE) Yes 

Integrations

ChatGPT Yes 
Claude Yes 
Cursor Yes 
Gemini CLI Yes 
GitHub Copilot Yes 
Model Context Protocol (MCP) Yes 
Partner Platform (Partner XE) No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Up to 1% of GWP
The Performance plan charges up to 1% of gross written premium with no upfront cost or implementation fee. Alternatively, the per-model option charges a flat fee per live model; enterprise pricing is custom.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Applied Systems

Founded

2003

Country

United States

Website

www1.appliedsystems.com

Vendor Details

Company Name

Ptally

Website

ptally.ai

Product Features

Insurance Agency Management

Claims Management No 
Commission Management No 
Contact Management Yes 
Document Management No 
Insurance Rating Yes 
Life & Health Yes 
Policy Management No 
Property & Casualty Yes 
Quote Management Yes 

Insurance Underwriting and Rating

Broker / Agent Portal Yes 
Carrier Upload Yes 
Commercial Lines No 
Comparative Insurance Rating Yes 
Customer Portal Yes 
For Casualty Insurance Yes 
For Health / Medical Insurance No 
For Life Insurance No 
For Personal Insurance Yes 
Multi-State Yes 
Multiple Line Rating Yes 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts No 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation No 
Pricing Management Yes 
Product Configurator No 
Proposal Management Yes 

Product Features

Insurance Underwriting and Rating

Broker / Agent Portal No 
Carrier Upload No 
Commercial Lines No 
Comparative Insurance Rating No 
Customer Portal No 
For Casualty Insurance No 
For Health / Medical Insurance No 
For Life Insurance No 
For Personal Insurance No 
Multi-State No 
Multiple Line Rating No 

Alternatives

Compulife Reviews

Compulife

Compulife Software

Alternatives

Surefyre Reviews

Surefyre

Vertafore
Compulife Reviews

Compulife

Compulife Software
Zywave CPQ Reviews

Zywave CPQ

Zywave
QuoteClick Reviews

QuoteClick

QuoteClick.com