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PL Rating Reviews & Product Details

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

PL Rating Media

PL Rating Demo - PL Rating home screen
Find recently accessed accounts and search records, and read new messages from Vertafore and carriers on the home screen.
PL Rating Demo - PL Rating quote screen
Pick up where you left off on a quote from the quote screen. Eliminate redundant data entry by cloning an existing quote for remarketing or comparison purposes.
PL Rating Demo - PL Rating client information view
Enter a client’s information on the client information screen to proceed with rate quoting. You can also import this data from an integrated agency management system, data gathering, and lead generation tools.
PL Rating Demo - Consumer Rate Quotes (CRQ) add-on
CRQ allows PL Rating agencies to provide multiple-carrier quoting to prospects directly on the agency’s website.
PL Rating Demo - PL Rating quote set-up
In the quote setup screen, select the carriers that best fit the criteria for the quote. Use the “Company Groups” filters to default select these carriers.
PL Rating Demo - Carrier quotes in PL Rating
Review" carriers' quotes to determine the best fit for the end-insured. Real-time carrier communication can be found in the messages showing how the carriers got to this rate.
Top reasons independent agencies choose PL Rating.
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Top reasons independent agencies choose PL Rating.
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PL Rating Reviews (444)

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Reviews

PL Rating Reviews (444)

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4.4
444 reviews

Review Summary

Generated using AI from real user reviews
Users consistently praise the ease of use and time-saving capabilities of PL Rating, highlighting its ability to generate multiple quotes from various carriers with a single data entry. The intuitive interface and quick setup process enhance user satisfaction, making quoting efficient and straightforward. However, some users note that the accuracy of quotes can vary, requiring additional verification with carrier sites.

Pros & Cons

Generated from real user reviews
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Bria L.
BL
PERSONAL LINES ACCOUNT MANAGER
Small-Business (50 or fewer emp.)
"Streamlined Quoting with Room for Improvement"
What do you like best about PL Rating?

I like PL Rating, especially the PL rating feature because it helps me quote many carriers at the same time. It's simple and efficient to use. There are a lot of options to choose from, and it quotes pretty quickly. Also, it's been getting more accurate than before, which shows improvement. I would say I like PL Rating much better than the previous systems I've used. Review collected by and hosted on G2.com.

What do you dislike about PL Rating?

I think that many of us, including me, have noticed that when we go from PL Rating to the actual carrier, there is some bit of a difference. And sometimes it is pretty significant. So if we can get those to be closer as far as premiums from the rater to the carrier, once we get to the carrier website, that would help out greatly. Review collected by and hosted on G2.com.

Response from Nate McKissick of PL Rating

Thank you for taking the time to share your experience with PL Rating, Bria! We appreciate your review and look forward to continuing our partnership.

FM
sales agent
Enterprise (> 1000 emp.)
"Reliable, Accurate, and Time-Saving Solutions"
What do you like best about PL Rating?

the efficiency and consistency it brings to quoting. It allows us to rate multiple carriers quickly from a single platform, which saves time, reduces duplicate data entry, and helps ensure accuracy. The comparative view makes it easier to identify competitive options for clients, improving both turnaround time and overall customer experience. Review collected by and hosted on G2.com.

What do you dislike about PL Rating?

What I dislike about PL Rating is that not all carriers have the same level of integration, which sometimes requires re-entering information directly on the carrier’s website. There are also occasional delays or discrepancies in rates or underwriting questions compared to the carrier portal, which can slow down the quoting process. Additionally, customization of workflows and reports is somewhat limited for agency-specific needs. Review collected by and hosted on G2.com.

Dan  W.
DW
Agency owner
Small-Business (50 or fewer emp.)
"Time-Saving Insurance Quoter with Room for UI Improvement"
What do you like best about PL Rating?

I really like how PL Rating saves us time by allowing us to quote all carriers at the same time, so we don't have to quote each carrier individually. It's handy for determining which carrier is likely to be most competitive in certain cases. I also appreciate the feature that lets us package auto and home together, which again saves us time. The initial setup was very simple, making it easy to get started. Review collected by and hosted on G2.com.

What do you dislike about PL Rating?

I don't think there are any features that really don't work well for us. You know, obviously, the interface is very outdated looking. It could probably use a refresh there. But, again, it's not a client facing program that we use, so it's not that crucial or important. Review collected by and hosted on G2.com.

Response from Jenny Spear of PL Rating

Hi Dan,

Thank you for being a loyal user of PL Rating! It's fantastic to know that it helps you and your agency succeed. We appreciate your review and look forward to continuing our partnership.

TK
Account Manager
Small-Business (50 or fewer emp.)
"PL Rater makes my job easier with it's rating software that very intuitive to use"
What do you like best about PL Rating?

It let's me do Auto Quote quickly so I can get quotes out to my clients in a timely manner. It is also very helpful at Renewal time as you can copy quotes that are saved in the PL Rater system and just update the renewal year. Another great feature is that you can pick the companies that you want a quote from and it is easy to add new companies if you obtain new markets. Once you receive your results you can review all the prices in a convenient re-cap and you can port right into the companies website to bind coverage if you are happy with one of the quotes you received. Review collected by and hosted on G2.com.

What do you dislike about PL Rating?

I am pretty happy with PL Rater and have do not really have anything that I dislike about it. Review collected by and hosted on G2.com.

Response from Nate McKissick of PL Rating

Tabatha, your feedback made our day! It's our goal to provide an exceptional customer experience, so we're glad to hear you find PL Rating so easy to use. We're thrilled to be a part of your business and appreciate your feedback!

Amanda H.
AH
Personal Lines Account Manager
Small-Business (50 or fewer emp.)
"Efficient Workflow but Needs Accuracy Improvements"
What do you like best about PL Rating?

I use PL Rating to rate personal lines insurance. It saves time by plugging client info in once and bridging to other carriers. I like the fact I can save time and be efficient. By plugging info in once, I can bridge over to any carrier, which takes maybe 5 minutes where we used to have to go to websites and plug everything in ourselves, which would take much longer. The initial setup of PL Rating was easy! Review collected by and hosted on G2.com.

What do you dislike about PL Rating?

Sometimes the amount shown is completely inaccurate or it will say a carrier declined when they really didn't. Review collected by and hosted on G2.com.

Response from Nate McKissick of PL Rating

Thank you for your review of PL Rating, Amanda! It's fantastic to know that it helps you and your agency succeed. We're happy to be a part of your business and appreciate your feedback!

Alyssa C.
AC
Customer Service Representative
Mid-Market (51-1000 emp.)
"Efficient and User-Friendly Quoting Tool"
What do you like best about PL Rating?

I like how easy PL Rating is to use. It's super easy, and the prompts are very straightforward. It puts everything straight into the carrier, so you don't have to do double the work or anything like that. The initial setup was super easy as well, taking me maybe ten minutes, making it a very straightforward product. PL Rating has saved me so much time and made my life and job so much easier. If we have questions, it's really easy to get an answer. Review collected by and hosted on G2.com.

What do you dislike about PL Rating?

There isn’t anything that I dislike about PO rating it has helped me in so many ways. Review collected by and hosted on G2.com.

Response from Nate McKissick of PL Rating

Thank you so much for your kind words, Alyssa! We're thrilled to hear that PL Rating works so well for your agency. We appreciate your review and look forward to continuing our partnership.

Noslen G.
NG
Customer Service
Small-Business (50 or fewer emp.)
"PL Rating Centralizes Quoting for a More Controlled, Predictable Workflow"
What do you like best about PL Rating?

Jumping between carriers, portals, and spreadsheets is a productivity killer. PL Rating pulls everything into one place, which reduces friction and makes the quoting process feel more controlled and predictable. Review collected by and hosted on G2.com.

What do you dislike about PL Rating?

The value doesn’t always feel proportional. Especially if you’re dealing with carrier limitations, mismatched rates, or repetitive data entry, it’s easy to feel like you’re paying premium pricing for functionality that isn’t always premium. Review collected by and hosted on G2.com.

Response from Nate McKissick of PL Rating

Thank you for taking the time to share your experience with PL Rating, Noslen! We're glad to hear that our product is helping to centralize your quoting process. We appreciate your review and look forward to continuing our partnership.

Michael J K.
MK
"Efficient Tool with Seamless Integration"
What do you like best about PL Rating?

I find PL Rating to be of great value and an outstanding tool because it saves time and is efficient and effective. It helps me focus on taking care of my clients in the best way possible. The ease of use is great once the system is set up, and I especially like its integration with our HawkSoft management program. It cuts out time and waste, making it as efficient as possible. Entering information once and getting all the quotes done is incredibly efficient. I also appreciate how it integrates with HawkSoft, making it a one-click process rather than redoing everything. Review collected by and hosted on G2.com.

What do you dislike about PL Rating?

Sometimes it's a challenge updating information in PL Rating, like passwords and new carriers. It's challenging when you don't do it often, and the system seems to be a little particular about stuff. Review collected by and hosted on G2.com.

Response from Nate McKissick of PL Rating

Thank you for your feedback, Michael! We're thrilled to hear that PL Rating has been a valuable and efficient tool for you, and that you enjoy its integration capabilities. We appreciate your feedback and are constantly working to improve user experience. We're committed to making the system more user-friendly and less particular. We appreciate your review and look forward to continuing our partnership.

marianne p.
MP
Owner
Small-Business (50 or fewer emp.)
"Cumbersome Setup but Effective Data Entry"
What do you like best about PL Rating?

I really like when everything works well with PL Rating, especially the ability to enter data one time and have it populate all of the correct information in individual carriers. It works great. Review collected by and hosted on G2.com.

What do you dislike about PL Rating?

I'm finding the sign-on process with PL Rating to be a real challenge, especially since we have to use different sign-ons for different vertical products, leading to a lot of out of sync issues. The rating system feels cumbersome, keeping it updated and ensuring we're set up for all carriers is a bit much. Plus, you can't bypass certain questions without having to exit and re-enter the rating, which I think could be streamlined better. Setting everything up has been tough; some producers took months, and others even gave up because it was too difficult. Review collected by and hosted on G2.com.

Response from Nate McKissick of PL Rating

Thank you for letting us know what you think about PL Rating, Marianne. We're sorry you're struggling with the sign-on process. We appreciate your input and will take it into consideration for future updates. Our team is always working on enhancing our software based on user feedback.

Brad J.
BJ
"Intuitive Quoting, Stellar Support but Initial Setup Challenges"
What do you like best about PL Rating?

I have been using PL Rating for a couple of months now, and I appreciate the customer service, which has been really good. We've needed help figuring out how to get all our carriers to come back, and their assistance has made us very happy. I think the ability to plug in and get numbers back right away stands out, as well as being able to come up with a nice format when we're sending out quotes to our clients. Their feature where you can put numbers into a quote format is pretty helpful, especially since we don't have that capability on our own. Review collected by and hosted on G2.com.

What do you dislike about PL Rating?

I'm not very tech savvy, so sometimes we're trying to figure out how to get everything setup correctly. The initial setup took a little longer. Review collected by and hosted on G2.com.

Response from Nate McKissick of PL Rating

Thank you for your review of PL Rating, Brad! We're glad to hear that you've had a positive experience with our customer service and that PL Rating. We understand that initial setup can be challenging, and we appreciate your feedback. Please don’t hesitate to reach out if you need anything in the future.  

Pricing Insights

Averages based on real user reviews.

Time to Implement

2 months

Return on Investment

9 months

Average Discount

8%

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