Avaliações e Detalhes do Produto de PL Rating

With PL Rating, I can get quotes from several different companies in very little time. I really like that it will pull in all the information we have on file for each individual. This can save a lot of time if you have several vehicles and/or drivers.

PL Rater is easy to work with and the Customer Service is great. With the increase in rates, we are using this almost daily. Análise coletada por e hospedada no G2.com.

The only downsides that I have found is that not all companies use PL Rater and you do have to answer several questions that are different for each company. Análise coletada por e hospedada no G2.com.

- Streamlines workflow and improves efficiency.

- Generally reliable with good overall functionality.

- Helpful in managing tasks and saving time. Análise coletada por e hospedada no G2.com.

- Occasional downtime between 11:00 AM and 11:30 AM, which can be inconvenient during tight deadlines.

- Limited occupation options in the Auto Quote feature.

- Some VIN numbers are not detected properly, slowing down data entry.

- Lack of options for selecting non-rated drivers or drivers insured elsewhere. Análise coletada por e hospedada no G2.com.

It brings in all the info from the prior term with current customers. I do not feel that it is as easy with new business. It is a great way to teach new agents how to get quotes quickly. Análise coletada por e hospedada no G2.com.

I would like it to order all reports for us so we can get a more accurate quote to start out with instead of having to go in and look at the quotes. But really it is very nice to have them there and you can pick and choose which ones you want to go into.

I would also like it to save your quote automatically into the companies instead of having to bridge over. Análise coletada por e hospedada no G2.com.

O fato de que você pode criar perfis de clientes e salvar todas as informações dos clientes. Que ele se integra muito bem com nossos transportadores e o software AMS360. Análise coletada por e hospedada no G2.com.

Que as perguntas gerais para cada empresa não estejam juntas, em vez de fazer um milhão de perguntas para cada empresa repetidamente. Devemos ter a capacidade de responder a todas as perguntas do grupo em um só lugar, toda a canalização em um só lugar, etc., em vez de tentar encontrar as perguntas específicas de cada empresa. Os recursos são infinitos, proporcionando uma cotação muito precisa, é apenas uma questão de se acostumar a responder a muitas perguntas repetitivas. Análise coletada por e hospedada no G2.com.

The best part about PL Rating is its ease of use. It allows for simple attachments and policy amendments, seamlessly connecting the PL reader to our vertical AMS360 system. This integration enhances workflow efficiency and ensures accurate data management. Análise coletada por e hospedada no G2.com.

The biggest drawback of PL Rating is that many carriers don’t fully support features for raters. This creates issues when trying to return quotes with multiple carriers, as some simply don’t work within the system. This limitation can slow down the quoting process and require additional manual work to get accurate results.

Additionally, I wish more customer fields were stored in a client profile that would automatically populate when initiating a home or auto quote. For example, when starting an auto quote, key details like the customer’s driver's license number and date of birth aren’t integrated, requiring me to manually re-enter them every time. Having this information pre-fill from a client profile would save time and improve efficiency. Análise coletada por e hospedada no G2.com.

Helps provide intial rates within a couple minutes and allows the information to be bridged over into each carrier and cuts down on so much time. When I first started in insurance, I had to quote each carrier individually and it took so much time inputting the information over and over. PL rating cut that time down significantly! Análise coletada por e hospedada no G2.com.

The only downside is when a carrier doesn't return a rate and requires that we use their system directly, none of the PL rating information transfers over. That might be a carrier issue, rather than a PL Rating issue. Análise coletada por e hospedada no G2.com.

I love that I can quote with several companies at once, saving time by not having to enter the same information over and over again. Análise coletada por e hospedada no G2.com.

I don't know that I dislike anything. Obviously I still have to go into the quotes at the company websites and "tweak" them, but I don't think there is any way to avoid that. Análise coletada por e hospedada no G2.com.

It provides a quick way to quote for a new customer, or to remarket an existing account. It integrates easily with other Vertafore products and seamlessly allows us to share information between products. It also is very easy to train new hires on the product. Análise coletada por e hospedada no G2.com.

It is hard to find something that I dislike about PL Rating. If I had to pick, it is that sometimes not all the information in AMS360 transfers over a remarketing quote. Análise coletada por e hospedada no G2.com.

Being able to export client information to PL rater and access quotes on carrier websites. Análise coletada por e hospedada no G2.com.

When I bridge to Hawksoft the VIN Number and DL number to not import correctly. I cannot see those in PL rater because they are incomplete. I then need to call the client to confirm those details. Also, if the prospective client entered information incorrectly into PL Rater and we bridge it to a certain carrier we cannot edit the quote. We must start over on the quote which defeats the purpose. Análise coletada por e hospedada no G2.com.

I like the ease of rating, and customized templates that can be used agency wide. Standarized endorsements and high liability limits are important for our agency, so it's made compliance amazing. Análise coletada por e hospedada no G2.com.

Dwelling Fire is not yet available, but hopefully soon! Análise coletada por e hospedada no G2.com.