PL Rating
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 their processes in half. Beyond mere speed, PL Rating empowers agents to navigate the complexities of personal lines quoting with unprecedented ease and accuracy. PL Rating is also a central solution for AgencyOne, Vertafore’s integrated platform that connects an agency’s business. AgencyOne provides one interface across platforms, so users can log into their favorite Vertafore products with a single sign-on, enjoy a 360-degree client view, find information quickly with one search, and navigate quickly across solutions. Independent agencies of every size leverage PL Rating to: Quote and bind with the push of a button. PL Rating's pioneering "quote and bind" functionality streamlines the rate quoting process. It enables agents to bind policies from the quote screen, eliminating redundant steps and accelerating the sales cycle. Analyze and manage agency data. Seamless integrations with AMS360, QQCatalyst, Sagitta, and other agency management systems ensure instant data synchronization between solutions. This efficient data exchange minimizes errors, eliminates manual tasks, and empowers agents with comprehensive client insights and information. Connect with carriers in real time. With access to over 320 carriers, PL Rating facilitates real-time, multi-carrier quoting. This capability allows agencies to present clients with various competitive rates quickly. The ability to compare multiple quotes simultaneously also surfaces valuable cross-selling opportunities. Collect and manage client data. PL Rating’s workflows allow agents to quickly and easily complete a quote application, and the solution’s template functions enable agents to provide unlimited quote scenarios. Integrate across technology platforms. PL Rating doesn’t just integrate with other Vertafore solutions—it is also built to integrate with carrier and third-party applications. By leveraging its open API architecture, PL Rating users can build tech stacks that meet their needs. The user sets the list of possible integrations, not the software.
Average Rating: 4.5/5.0
Total Reviews: 573
How Do G2 Users Rate PL Rating?
- Quality of Support: 8.7/10 (Category avg: 8.6/10)
- Ease of Use: 9.0/10 (Category avg: 8.8/10)
Who Is the Company Behind PL Rating?
- Seller: Vertafore
- Company Website:
- Year Founded: 1969
- HQ Location: Denver, CO
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LinkedIn® Page: www.linkedin.com
3,053 employees on LinkedIn®
Who Uses This Product?
- Who Uses This: Account Manager, Insurance Agent
- Top Industries: Insurance, Automotive
- Company Size: 83% Small, 8% Medium
What Do G2 Reviewers Say About PL Rating?
AI-generated summary from verified user reviews
Pros
- Users appreciate the ease of use of PL Rating, simplifying customer searches and streamlining the quoting process.
- Users value PL Rating for its time-saving features, streamlining the process of comparing carriers efficiently.
- Users value the time-saving multiple quotes feature of PL Rating, enhancing efficiency with prefilled templates.
- Users value the speed of results from PL Rating, enhancing efficiency and simplifying their quoting process.
- Users value the efficient multi-carrier rating of PL Rating, significantly streamlining the quoting process for clients.
Cons
- Users find the inaccuracy of quotes frustrating, as many carriers are no longer available on PL Rating.
- Users find the carrier limitations of PL Rating frustrating, as many carriers are missing and comparisons can be redundant.
- Users experience inaccurate rates with PL Rating, leading to discrepancies between quotes and actual carrier prices.
- Users find manual data entry frustrating due to repetitive questions and time-consuming input required for underwriting.
- Users find the sign-on process cumbersome, with challenges in setup and maintaining updates across different products.
What Are Recent G2 Reviews of PL Rating?
"Quick Setup, Early Eligibility Flags, and Easy Insurer Availability Insights"
Rating: 5.0/5.0 stars
— Glenn F.
"PL Rating Saves Time by Matching Customers to the Right Carrier"
Rating: 4.5/5.0 stars
— Jenna B.

