Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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