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Top Free Underwriting & Rating Software

Check out our list of free Underwriting & Rating Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.

If you'd like to see more products and to evaluate additional feature options, compare all Underwriting & Rating Software to ensure you get the right product.

View Free Underwriting & Rating Software

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.
5 Underwriting & Rating Products Available
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View all Underwriting & Rating Software
Best Plan Pro
(6)4.4 out of 5
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Entry Level Price:$29.99
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Best Plan Pro uses AI to simplify underwriting for life insurance agents. Ditch your cheat sheets, make better product recommendations, and close more deals with our patented software.

    Users
    No information available
    Industries
    • Insurance
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Best Plan Pro features and usability ratings that predict user satisfaction
    9.3
    Quality of Support
    Average: 8.6
    8.7
    Ease of Use
    Average: 8.9
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Andy H.
    AH
    BPP's interface is self-explanitory. By filling out the screen even a new agent can carry a meaninful discussion with prospects. The Carrier... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Best Plan Pro
    HQ Location
    N/A
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Best Plan Pro uses AI to simplify underwriting for life insurance agents. Ditch your cheat sheets, make better product recommendations, and close more deals with our patented software.

Users
No information available
Industries
  • Insurance
Market Segment
  • 100% Small-Business
Best Plan Pro features and usability ratings that predict user satisfaction
9.3
Quality of Support
Average: 8.6
8.7
Ease of Use
Average: 8.9
Andy H.
AH
BPP's interface is self-explanitory. By filling out the screen even a new agent can carry a meaninful discussion with prospects. The Carrier... Read review
Seller Details
Seller
Best Plan Pro
HQ Location
N/A
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
Neutrinos Platform
(1)5.0 out of 5
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  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Neutrinos is a One-Stop Multi-Experience Platform focused on helping enterprises achieve their business outcomes by transforming digital and in-person journeys for their customers, employees and citiz

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Neutrinos Platform features and usability ratings that predict user satisfaction
    10.0
    Quality of Support
    Average: 8.6
    10.0
    Ease of Use
    Average: 8.9
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • YJ
    We chose Neutrinos because of the speed at which development occurs. The cost of the platform is relatively inexpensive. Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Neutrinos
    Year Founded
    2016
    HQ Location
    Singapore , SG
    LinkedIn® Page
    www.linkedin.com
    258 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Neutrinos is a One-Stop Multi-Experience Platform focused on helping enterprises achieve their business outcomes by transforming digital and in-person journeys for their customers, employees and citiz

Users
No information available
Industries
No information available
Market Segment
  • 100% Enterprise
Neutrinos Platform features and usability ratings that predict user satisfaction
10.0
Quality of Support
Average: 8.6
10.0
Ease of Use
Average: 8.9
YJ
We chose Neutrinos because of the speed at which development occurs. The cost of the platform is relatively inexpensive. Read review
Seller Details
Seller
Neutrinos
Year Founded
2016
HQ Location
Singapore , SG
LinkedIn® Page
www.linkedin.com
258 employees on LinkedIn®

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s.360 life
(1)5.0 out of 5
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  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    s360 is the only life underwriting platform you'll ever need. Automated underwriting, predictive models, tele and video interviews, accelerated underwriting, and API-integrated lab exams and medical r

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • s.360 life features and usability ratings that predict user satisfaction
    10.0
    Quality of Support
    Average: 8.6
    10.0
    Ease of Use
    Average: 8.9
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Albert F.
    AF
    The underwriting platform is comprehensive, user-friendly, and cost-effective. It features advanced predictive models and data-driven... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Samplemed
    HQ Location
    São Paulo, BR
    LinkedIn® Page
    www.linkedin.com
    98 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

s360 is the only life underwriting platform you'll ever need. Automated underwriting, predictive models, tele and video interviews, accelerated underwriting, and API-integrated lab exams and medical r

Users
No information available
Industries
No information available
Market Segment
  • 100% Mid-Market
s.360 life features and usability ratings that predict user satisfaction
10.0
Quality of Support
Average: 8.6
10.0
Ease of Use
Average: 8.9
Albert F.
AF
The underwriting platform is comprehensive, user-friendly, and cost-effective. It features advanced predictive models and data-driven... Read review
Seller Details
Seller
Samplemed
HQ Location
São Paulo, BR
LinkedIn® Page
www.linkedin.com
98 employees on LinkedIn®
Socotra
(2)4.5 out of 5
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  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Serving one of the world’s largest and most technologically neglected industries, Socotra’s mission is to provide insurers with a modern, flexible, enterprise-grade core system that enables them to ra

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Socotra features and usability ratings that predict user satisfaction
    8.3
    Quality of Support
    Average: 8.6
    8.3
    Ease of Use
    Average: 8.9
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Insurance
    CI
    I appreciate the flexibility and configurability that the Socotra policy admin system provides. It allows us to have a single source of truth for... Read review
    Verified User in Insurance
    CI
    Quick to spin-up new environment and support. Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Socotra
    Year Founded
    2014
    HQ Location
    San Francisco, California, United States
    Twitter
    @socotratech
    249 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    173 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Serving one of the world’s largest and most technologically neglected industries, Socotra’s mission is to provide insurers with a modern, flexible, enterprise-grade core system that enables them to ra

Users
No information available
Industries
No information available
Market Segment
  • 100% Enterprise
Socotra features and usability ratings that predict user satisfaction
8.3
Quality of Support
Average: 8.6
8.3
Ease of Use
Average: 8.9
Verified User in Insurance
CI
I appreciate the flexibility and configurability that the Socotra policy admin system provides. It allows us to have a single source of truth for... Read review
Verified User in Insurance
CI
Quick to spin-up new environment and support. Read review
Seller Details
Seller
Socotra
Year Founded
2014
HQ Location
San Francisco, California, United States
Twitter
@socotratech
249 Twitter followers
LinkedIn® Page
www.linkedin.com
173 employees on LinkedIn®
Xemplar Auto
0 ratings
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  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Xemplar Auto is a product for Standard, Non-Standard, and Preferred Personal Auto Insurers as a white-labeled mobile app for insured policyholders to provide digital policy services and risk preventio

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Xemplar Auto features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Prime Technology Group
    Year Founded
    1999
    HQ Location
    Santa Clara, US
    LinkedIn® Page
    www.linkedin.com
    7,973 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Xemplar Auto is a product for Standard, Non-Standard, and Preferred Personal Auto Insurers as a white-labeled mobile app for insured policyholders to provide digital policy services and risk preventio

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Xemplar Auto features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
Seller Details
Seller
Prime Technology Group
Year Founded
1999
HQ Location
Santa Clara, US
LinkedIn® Page
www.linkedin.com
7,973 employees on LinkedIn®