Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Imagine a straightforward method to manage your quotes and potential projects that seamlessly connects with your email. If you often find yourself dedicating more time to handling quotes rather than securing them, then SharpPLM Quoting could be the ideal solution for you. This tool allows you to gather email discussions and documents pertinent to each quote, enabling you to revise and maintain a comprehensive record of all changes made. In the world of machine shops, considerable effort is invested in generating quotes, so it’s crucial to ensure that this effort translates into meaningful results. By systematically tracking your quotes, you can gain insights into what strategies are effective and which are not. You'll discover which clients are less sensitive to pricing, which ones prioritize speed, and which may never convert into customers. SharpPLM was designed with the vision of providing a straightforward, cost-effective solution for businesses to oversee their essential product and operational data. By integrating diverse expertise, SharpPLM aims to deliver a robust and effective product for users. Ultimately, this innovation could transform how you approach quoting and project management.
API Access
Has API
No
API Access
Has API
No
Pricing Details
$180 per user per year
Free Trial
Yes
Free Version
Yes
Pricing Details
$49 per month
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
Yes
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
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Compulife Software
Founded
1987
Country
United States
Website
www.compulife.com
Vendor Details
Company Name
Sharp PLM
Founded
2009
Country
United States
Website
www.sharpplm.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
Product Lifecycle Management
Change Management
Yes
Compliance Management
No
Cost Tracking
No
Design Management
No
Document Management
Yes
Product Data Management
Yes
Project Management
Yes
Requirements Management
No
Supplier Management
No