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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
Sbison serves as a comprehensive tool for tracking quotes, monitoring time, and facilitating collaboration, making it a perfect fit for advertising firms, development teams, marketing organizations, and various consulting enterprises. With full access to features like quote and time tracking, users can enjoy a yearly subscription for just $144 when purchasing seat licenses annually, which translates to a 20% discount compared to the monthly plan. Additionally, enterprise clients can benefit from further price reductions. The platform allows your entire team to effortlessly access quote details from any location, ensuring that the information is fully searchable. It also maintains a running total of pending, approved, and completed quotes, which simplifies resource forecasting, billing processes, and cost analysis. The time tracking capability enables teams to effectively capture all billable hours, transforming previously overlooked time into potential revenue. Moreover, team members can conveniently document and exchange innovative ideas and processes, preventing valuable knowledge from being lost or confined to individual silos. Overall, Sbison enhances collaboration and efficiency within teams, ultimately driving better business outcomes.
API Access
Has API
API Access
Has API
Integrations
Partner Platform (Partner XE)
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$144.00/year/user
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
Sbison
Country
Canada
Website
www.sbison.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
