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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

An all-encompassing quoting platform enables agents to efficiently and accurately provide life insurance coverage estimates for their clients. It features rates from more than 100 life insurance providers, allowing quotes for various products including Term, Return of Premium, Simplified Issue, and Guaranteed UL. You can seamlessly incorporate instant life insurance quotes into your website. The Website Quoter integrates smoothly with your existing site and is designed to automatically adjust to any screen size, ensuring it displays beautifully on all devices. Additionally, you have the flexibility to choose which life insurance companies you wish to include in your quotes and designate the email address for lead submissions. The Compulife Basic Quoter is accessible on any internet-connected device, whether it's a computer, tablet, or smartphone. Its fully responsive design allows for usage on diverse platforms such as PCs, Macs, iOS, and Android devices, making it a versatile tool for agents on the go. This adaptability ensures that agents can efficiently assist clients from virtually anywhere.

Description

InsureCert, a cloud-based insurance policy management system, is suitable for brokers, general agents, insurers, and managing general agents. InsureCert offers a central platform that allows users to create online shops, manage quotes, collect payments, and even issue property and casualty policies. InsureCert allows users to create white-label websites with custom landing pages. InsureCert offers a multi-rater pricing engine that allows users to create quotations and send invoices to customers instantly.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Insureio Yes 
Radius Yes 

Integrations

Insureio No 
Radius No 

Pricing Details

$180 per user per year
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Compulife Software

Founded

1987

Country

United States

Website

www.compulife.com

Vendor Details

Company Name

InsureCert Systems

Founded

2017

Country

Canada

Website

insurecert.com

Product Features

Insurance Underwriting and Rating

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

Quoting

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

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

Insurance Policy

Cancellation Tracking No 
Claims Tracking No 
Policy Generation Yes 
Policy Issuance Yes 
Policy Processing Yes 
Quotes / Estimates Yes 
Rating Engine Yes 
Reinstatement Tracking No 
Reinsurance Administration No 
Renewal Management Yes 
Underwriting Management Yes 

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 

P&C Insurance

Billing & Invoicing No 
Broker / Agent Portal No 
Claims Management No 
Commission Management No 
Customer Portal No 
Document Management No 
Insurance Rating No 
Marketing Automation No 
Policy Management No 
Quote Management No 
Reinsurance Administration No 
Underwriting Management No 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management No 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management No 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

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