Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
In today's fast-paced business landscape, the need for user-friendly and efficient processes is paramount. Our Web-enabled Rate, Quote, and Issue solutions are designed to be both adaptable and scalable, ensuring they can handle the demands of even the most high-volume scenarios. Featuring a versatile Workflow Framework, we can customize solutions for both internal and external use according to your specific requirements. This allows MGAs, MGUs, and Carriers to present their offerings in a secure and controlled manner. From the fundamental aspects of rate quoting to comprehensive forms management, policy issuance, and endorsement processing, TopSail aims to transform your underwriting portal into the most convenient platform for conducting business. Additionally, TopSail includes advanced email notifications and alerts, automated renewal processing, and compatibility with any necessary back-end systems. Once the submission and underwriting phases are finalized, users benefit from a wealth of data, which is essential for generating crucial Management Information to maintain a competitive edge in the marketplace. This holistic approach not only streamlines operations but also enhances overall business intelligence.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
ChatGPT
Yes
Claude
Yes
Cursor
Yes
Gemini CLI
Yes
GitHub Copilot
Yes
Model Context Protocol (MCP)
Yes
Integrations
ChatGPT
No
Claude
No
Cursor
No
Gemini CLI
No
GitHub Copilot
No
Model Context Protocol (MCP)
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
Pricing Details
No price information available.
Free Trial
Yes
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
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Ptally
Website
ptally.ai
Vendor Details
Company Name
Insurance Technology Solutions
Founded
2000
Country
United States
Website
www.its-llc.com/PolicyAdministration.aspx
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
Product Features
Insurance Policy
Cancellation Tracking
Yes
Claims Tracking
Yes
Policy Generation
Yes
Policy Issuance
Yes
Policy Processing
Yes
Quotes / Estimates
Yes
Rating Engine
Yes
Reinstatement Tracking
Yes
Reinsurance Administration
Yes
Renewal Management
Yes
Underwriting Management
Yes
Insurance Underwriting and Rating
Broker / Agent Portal
Yes
Carrier Upload
No
Commercial Lines
Yes
Comparative Insurance Rating
No
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