Applied Rater Overview

Applied Rater

By Applied Systems

4.1★★★★(78 Ratings)Write review

What is Applied Rater?

Applied Rater, a widely adopted tool from Applied Systems, is a workflow automation solution designed to dramatically increase quoting efficiency for agents. Its primary function is to automatically populate client data from the agency's management system directly into the online quote forms of various insurance carrier websites. This eliminates the need for manual, repetitive copy-pasting or re-keying of information, reportedly saving up to 85% of quoting time. Used daily by thousands of agents for auto and home insurance, it streamlines the process from quote to proposal to binding, integrating seamlessly with the broader Applied ecosystem.

Who it's for:

This tool is essential for retail insurance agents and agencies that frequently quote business through carrier-specific websites. It is particularly valuable for high-volume agencies looking to eliminate manual data entry errors and reclaim significant time in their sales process.

Our verdict:

Applied Rater is a proven and highly effective productivity tool for the modern insurance agency. Its straightforward value proposition of eliminating redundant typing delivers immediate and substantial time savings, making it an indispensable utility for any agent quoting through multiple carrier portals.

Applied Rater Details

Applied Rater Platforms supported

Cloud, SaaS, Web-Based

Desktop Windows

Desktop Chromebook

Desktop Linux

Desktop Mac

Mobile Android

Mobile iPad

Mobile iPhone

On-Premise Linux

On-Premise Windows

Applied Rater Support options

Applied Rater Training options

Documentation

Live Online

Webinars

In-Person

Videos

Applied Rater Typical customers

Freelancers

Small Businesses

Small to Mid size businesses

Mid size businesses

Mid to Large size enterprises

Large enterprises

Very Large enterprises

Applied Rater Features

Most valued Applied Rater features by users

Automated Quoting

Cataloging/Categorization

Client Portal

Contact Management

Customizable Branding

Discount Management

Pricing Management

Product Configurator

Broker / Agent Portal

Carrier Upload

Commercial Lines

Comparative Insurance Rating

Customer Portal

For Casualty Insurance

For Health / Medical Insurance

For Life Insurance

For Personal Insurance

Multi-State

Multiple Line Rating

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