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Best Underwriting & Rating Software 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.

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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

(375)4.4 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™ dramatically reduces the time to quote rates for personal lines coverage and bind policies. Independent insurance agencies that use the industry’s favorite personal lines rater can cut thei

    Users
    • Account Manager
    • Insurance Agent
    Industries
    • Insurance
    • Automotive
    Market Segment
    • 89% 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
    109
    Quoting System
    42
    Time Saving
    41
    Carrier Accounts
    35
    Quoting Speed
    34
    Cons
    Inaccurate Quoting
    71
    Carrier Limitations
    50
    Inaccurate Rates
    15
    Manual Data Entry
    11
    Cumbersome Process
    10
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • PL Rating features and usability ratings that predict user satisfaction
    8.7
    Quality of Support
    Average: 8.6
    8.9
    Ease of Use
    Average: 8.9
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Vertafore
    Company Website
    Year Founded
    1969
    HQ Location
    Denver, CO
    LinkedIn® Page
    www.linkedin.com
    3,001 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

PL Rating™ dramatically reduces the time to quote rates for personal lines coverage and bind policies. Independent insurance agencies that use the industry’s favorite personal lines rater can cut thei

Users
  • Account Manager
  • Insurance Agent
Industries
  • Insurance
  • Automotive
Market Segment
  • 89% 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
109
Quoting System
42
Time Saving
41
Carrier Accounts
35
Quoting Speed
34
Cons
Inaccurate Quoting
71
Carrier Limitations
50
Inaccurate Rates
15
Manual Data Entry
11
Cumbersome Process
10
PL Rating features and usability ratings that predict user satisfaction
8.7
Quality of Support
Average: 8.6
8.9
Ease of Use
Average: 8.9
Seller Details
Seller
Vertafore
Company Website
Year Founded
1969
HQ Location
Denver, CO
LinkedIn® Page
www.linkedin.com
3,001 employees on LinkedIn®
(440)4.3 out of 5
3rd 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.

    With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, custom

    Users
    • Account Manager
    • Insurance Agent
    Industries
    • Insurance
    Market Segment
    • 87% Small-Business
    • 10% 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.
    • EZLynx is a comprehensive platform that provides tools for quoting, policy management, and customer relationship management for insurance businesses.
    • Reviewers frequently mention the ease of use, the ability to quote multiple products at once, and the efficient integration with other systems as significant benefits of EZLynx.
    • Users reported issues with the email campaign functionality, dissatisfaction with customer service, and difficulties in managing commissions reporting with a large staff.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • EZLynx 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
    203
    Features
    81
    Efficiency
    64
    Data Management
    56
    Intuitive
    56
    Cons
    Inaccuracy Issues
    51
    Poor Reporting
    35
    Learning Curve
    28
    Download Issues
    26
    Feature Issues
    26
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • EZLynx features and usability ratings that predict user satisfaction
    8.2
    Quality of Support
    Average: 8.6
    8.5
    Ease of Use
    Average: 8.9
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    EZLynx
    Company Website
    Year Founded
    2003
    HQ Location
    Lewisville, TX
    Twitter
    @EZLynx
    1,131 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    109 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, custom

Users
  • Account Manager
  • Insurance Agent
Industries
  • Insurance
Market Segment
  • 87% Small-Business
  • 10% 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.
  • EZLynx is a comprehensive platform that provides tools for quoting, policy management, and customer relationship management for insurance businesses.
  • Reviewers frequently mention the ease of use, the ability to quote multiple products at once, and the efficient integration with other systems as significant benefits of EZLynx.
  • Users reported issues with the email campaign functionality, dissatisfaction with customer service, and difficulties in managing commissions reporting with a large staff.
EZLynx 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
203
Features
81
Efficiency
64
Data Management
56
Intuitive
56
Cons
Inaccuracy Issues
51
Poor Reporting
35
Learning Curve
28
Download Issues
26
Feature Issues
26
EZLynx features and usability ratings that predict user satisfaction
8.2
Quality of Support
Average: 8.6
8.5
Ease of Use
Average: 8.9
Seller Details
Seller
EZLynx
Company Website
Year Founded
2003
HQ Location
Lewisville, TX
Twitter
@EZLynx
1,131 Twitter followers
LinkedIn® Page
www.linkedin.com
109 employees on LinkedIn®

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  • 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: 8.9
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    QuoteRush
    Year Founded
    2011
    HQ Location
    West Palm Beach, FL
    Twitter
    @QuoteRush
    75 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    13 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: 8.9
Seller Details
Seller
QuoteRush
Year Founded
2011
HQ Location
West Palm Beach, FL
Twitter
@QuoteRush
75 Twitter followers
LinkedIn® Page
www.linkedin.com
13 employees on LinkedIn®