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Best Underwriting & Rating Software for for Small Business

Neya Kumaresan
NK
Researched and written by Neya Kumaresan

Products classified in the overall Underwriting & Rating category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Underwriting & Rating to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Underwriting & Rating category.

In addition to qualifying for inclusion in the Underwriting & Rating Software category, to qualify for inclusion in the Small Business Underwriting & Rating Software category, a product must have at least 10 reviews left by a reviewer from a small business.

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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3 Listings in Small Business Underwriting & Rating Available

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    G2 Score
PL Rating
By Vertafore
(248)4.3 out of 5
1st Easiest To Use in Underwriting & Rating software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    PL Rating enables agencies to offer multiple competitive quotes in less time than it takes to get one quote from an individual carrier’s website. With standardized workflows, real-time carrier connect

    Users
    • Insurance Agent
    • Agent
    Industries
    • Insurance
    Market Segment
    • 90% Small-Business
    • 8% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • PL Rating Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    62
    Carrier Accounts
    38
    Quoting Speed
    25
    Time Saving
    21
    Quoting System
    17
    Cons
    Inaccurate Quoting
    40
    Carrier Limitations
    30
    Inaccurate Rates
    16
    Manual Data Entry
    7
    Cumbersome Process
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • PL Rating features and usability ratings that predict user satisfaction
    8.6
    Quality of Support
    Average: 8.6
    8.9
    Ease of Use
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Vertafore
    Company Website
    Year Founded
    1969
    HQ Location
    Denver, CO
    Twitter
    @Vertafore
    7,388 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,897 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

PL Rating enables agencies to offer multiple competitive quotes in less time than it takes to get one quote from an individual carrier’s website. With standardized workflows, real-time carrier connect

Users
  • Insurance Agent
  • Agent
Industries
  • Insurance
Market Segment
  • 90% Small-Business
  • 8% Mid-Market
PL Rating Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
62
Carrier Accounts
38
Quoting Speed
25
Time Saving
21
Quoting System
17
Cons
Inaccurate Quoting
40
Carrier Limitations
30
Inaccurate Rates
16
Manual Data Entry
7
Cumbersome Process
5
PL Rating features and usability ratings that predict user satisfaction
8.6
Quality of Support
Average: 8.6
8.9
Ease of Use
Average: 8.8
Seller Details
Seller
Vertafore
Company Website
Year Founded
1969
HQ Location
Denver, CO
Twitter
@Vertafore
7,388 Twitter followers
LinkedIn® Page
www.linkedin.com
2,897 employees on LinkedIn®
Get a quote
Applied Epic
By Applied Systems
(1,051)4.4 out of 5
Optimized for quick response
2nd Easiest To Use in Underwriting & Rating software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Applied Epic® is an agency management platform that allows you to manage your business across all roles and locations for both your P&C and Benefits books of business. Applied Epic provides a sing

    Users
    • Account Manager
    • CSR
    Industries
    • Insurance
    • Accounting
    Market Segment
    • 81% Small-Business
    • 17% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Applied Epic is a software used for managing client and financial data in the AMFRS space.
    • Reviewers like the software's ease of use, its ability to handle large amounts of data, and the excellent customer support provided by the team.
    • Reviewers mentioned issues with the software's integration with other financial software, occasional system crashes, and challenges with customization and setup.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Applied Epic Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    178
    Data Management
    70
    Customer Support
    69
    Efficiency
    69
    Features
    66
    Cons
    Learning Curve
    68
    Inefficiency
    61
    Complex Process
    59
    Excessive Clicking
    42
    Learning Difficulty
    41
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Applied Epic features and usability ratings that predict user satisfaction
    8.8
    Quality of Support
    Average: 8.6
    8.0
    Ease of Use
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Applied Systems
    Company Website
    Year Founded
    1983
    HQ Location
    University Park, IL
    Twitter
    @AppliedSystems
    7,030 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,542 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Applied Epic® is an agency management platform that allows you to manage your business across all roles and locations for both your P&C and Benefits books of business. Applied Epic provides a sing

Users
  • Account Manager
  • CSR
Industries
  • Insurance
  • Accounting
Market Segment
  • 81% Small-Business
  • 17% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Applied Epic is a software used for managing client and financial data in the AMFRS space.
  • Reviewers like the software's ease of use, its ability to handle large amounts of data, and the excellent customer support provided by the team.
  • Reviewers mentioned issues with the software's integration with other financial software, occasional system crashes, and challenges with customization and setup.
Applied Epic Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
178
Data Management
70
Customer Support
69
Efficiency
69
Features
66
Cons
Learning Curve
68
Inefficiency
61
Complex Process
59
Excessive Clicking
42
Learning Difficulty
41
Applied Epic features and usability ratings that predict user satisfaction
8.8
Quality of Support
Average: 8.6
8.0
Ease of Use
Average: 8.8
Seller Details
Seller
Applied Systems
Company Website
Year Founded
1983
HQ Location
University Park, IL
Twitter
@AppliedSystems
7,030 Twitter followers
LinkedIn® Page
www.linkedin.com
2,542 employees on LinkedIn®
Get a quote

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QuoteRush
By QuoteRush
(19)4.4 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Our software is a simple to use rating tool that allows you to quickly quote all of your insurance carriers from a single entry screen.

    Users
    No information available
    Industries
    • Insurance
    Market Segment
    • 79% Small-Business
    • 16% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • QuoteRush features and usability ratings that predict user satisfaction
    8.6
    Quality of Support
    Average: 8.6
    8.5
    Ease of Use
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    QuoteRush
    Year Founded
    2011
    HQ Location
    West Palm Beach, FL
    Twitter
    @QuoteRush
    76 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    15 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Our software is a simple to use rating tool that allows you to quickly quote all of your insurance carriers from a single entry screen.

Users
No information available
Industries
  • Insurance
Market Segment
  • 79% Small-Business
  • 16% Mid-Market
QuoteRush features and usability ratings that predict user satisfaction
8.6
Quality of Support
Average: 8.6
8.5
Ease of Use
Average: 8.8
Seller Details
Seller
QuoteRush
Year Founded
2011
HQ Location
West Palm Beach, FL
Twitter
@QuoteRush
76 Twitter followers
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®
Read QuoteRush Reviews
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Market Segments
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Small Business
Avg. Customer Review
Language
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3 Listings in Small Business Underwriting & Rating Available

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