---
title: PL Rating Reviews
meta_title: 'PL Rating Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 514 reviews by the users' company size, role or industry
  to find out how PL Rating works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 514
  scale: '5'
date_modified: '2026-08-04'
parent_category:
  name: Insurance
  url: https://www.g2.com/categories/insurance
---

# PL Rating Reviews
**Vendor:** Vertafore  
**Category:** [Underwriting &amp; Rating Software](https://www.g2.com/categories/underwriting-rating)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 514
## About 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&#39;s pioneering &quot;quote and bind&quot; 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.



## PL Rating Pros & Cons
**What users like:**

- Users appreciate the **ease of use** of PL Rating, finding it intuitive and efficient for their needs. (141 reviews)
- Users find PL Rating to be **time-saving** , streamlining the process of sending client information to carriers. (63 reviews)
- Users appreciate the **simplicity of bulk quoting** in PL Rating, enabling quick and easy rate access across multiple companies. (60 reviews)
- Users appreciate the **speed** of PL Rating, enabling quick and efficient quoting in various situations. (51 reviews)
- Users value the **efficiency of data transfer** to preferred carriers, enhancing their insurance shopping experience significantly. (45 reviews)
- Users appreciate the **quoting speed** of PL Rating, saving time with multiple carrier quotes delivered concurrently. (44 reviews)
- Features (26 reviews)
- Efficiency (24 reviews)
- Customer Support (21 reviews)
- Workflow Efficiency (17 reviews)

**What users dislike:**

- Users face **inaccurate quoting** , as irrelevant requirements hinder progress and complicate credential updates and company interactions. (62 reviews)
- Users find that **carrier limitations** lead to inaccurate pricing and mismatched rates, affecting overall value perception. (53 reviews)
- Users find the **inaccurate rates** of PL Rating frustrating, requiring additional time to confirm accurate quotes from carriers. (17 reviews)
- Users express frustration with **manual data entry** , finding it time-consuming and inefficient for high-value accounts. (14 reviews)
- Users find the **cumbersome process** of inserting carrier credentials and decoding models to be inefficient and prone to errors. (10 reviews)
- Users find the **outdated design** of PL Rating hinders user experience and lacks modern visual appeal. (10 reviews)
- Learning Curve (8 reviews)
- Poor Usability (8 reviews)
- Slow Performance (8 reviews)
- Connectivity Issues (7 reviews)

## PL Rating Reviews
  ### 1. Effortless System That Delivers Great Results

**Rating:** 5.0/5.0 stars

**Reviewed by:** Yari . | personal and commercial line sales agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2025

**What do you like best about PL Rating?**

Ease and success as a system and work tool, to achieve a good result

**What do you dislike about PL Rating?**

I like everything, since everything works perfectly.

**What problems is PL Rating solving and how is that benefiting you?**

All the doubts, and the ease with which we obtain a good result

**Official Response from Nate McKissick:**

> Hello, Yari! Thank you for your review of PL Rating. We value your opinion and appreciate you taking the time to share your experience.

  ### 2. Easy Workflow, But Missing Insurance Score Visibility

**Rating:** 4.0/5.0 stars

**Reviewed by:** ANNETTE R. | Sales exc, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about PL Rating?**

The flow is easy. I like the end results on the last page. Easy to understand

**What do you dislike about PL Rating?**

I wish we could see insurance scores. There are fields that are not necessary

**What problems is PL Rating solving and how is that benefiting you?**

I don't know

**Official Response from Nate McKissick:**

> Hello, Annette! Thank you for your review of PL Rating. We value your input and will take it into consideration for future updates. Please don’t hesitate to reach out if you need anything in the future! 

  ### 3. PL Rating Best Rater to quote clients

**Rating:** 5.0/5.0 stars

**Reviewed by:** Vanessa H. | Customer Representative, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 24, 2025

**What do you like best about PL Rating?**

Its Easy to fill up and Quote, they give you rate and is a friendly to work

**What do you dislike about PL Rating?**

sometime is close quickly and I need open during all day

**What problems is PL Rating solving and how is that benefiting you?**

Help me to quote easely clients

**Official Response from Nate McKissick:**

> Thank you for letting us know what you think about PL Rating, Vanessa. We're happy to be a part of your business and we are grateful for your input!

  ### 4. the best quoter

**Rating:** 5.0/5.0 stars

**Reviewed by:** claudia L. | represents employees, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 24, 2025

**What do you like best about PL Rating?**

Its Easy to fill up and Quote, they give you rate and is a friendly to work

**What do you dislike about PL Rating?**

sometime is close quickly and I need open during all day

**What problems is PL Rating solving and how is that benefiting you?**

Help me to quote easely clients

**Official Response from Nate McKissick:**

> Thank you for taking the time to share your experience with PL Rating, Claudia! We value your opinion and look forward to continuing our partnership.

  ### 5. Enter Once, Get Quotes from Multiple Carriers

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 14, 2026

**What do you like best about PL Rating?**

I love that I can enter information once to get quotes from multiple carriers

**What do you dislike about PL Rating?**

Sometimes it won’t quote all of our carriers

**What problems is PL Rating solving and how is that benefiting you?**

Time management

**Official Response from Nate McKissick:**

> Thank you for taking the time to share your experience with PL Rating! We value your opinion and appreciate you taking the time to share your experience.

  ### 6. Does the job!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Becky M. | Production assistant, data manager and admin, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 29, 2025

**What do you like best about PL Rating?**

Its nice that information will pull from Agency Zoom into PL Rater and there are some smart features that make it easy to use (if you subscribe to them!). Cuts down time vs going to all the carriers directly.

**What do you dislike about PL Rating?**

There are a few pieces of information that seems like it prefills from Agency Zoom, but it really doesn't when it comes down to actually rating. The rate it suggests in the end may not be accurate and does require further adjusting.

**What problems is PL Rating solving and how is that benefiting you?**

It helps us cut down the time it takes to get a first glance quote instead of going to all the carriers directly. It helps us have a good idea of which carriers to look at and which to skip.

**Official Response from Nate McKissick:**

> Thank you for letting us know what you think about PL Rating, Becky! We value your opinion and strive to improve based on your suggestions. Please don’t hesitate to reach out if you need anything in the future.  

  ### 7. Effortless to Use with Helpful Pre-Populated Info

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about PL Rating?**

Ease of use, the system is very user friendly and fast.  I can generate quotes in minutes while on the phone or in person with a client.

**What do you dislike about PL Rating?**

If you search by name and hit enter versus click it doesn't locate the client.

**What problems is PL Rating solving and how is that benefiting you?**

It helps me get an idea on where to start with placement on clients finding the best rate possible in the quickest amount of time.

**Official Response from Nate McKissick:**

> Thank you for your review of PL Rating. We appreciate your feedback about the search function. Hearing from customers like you helps us grow and evolve.


  ### 8. Speeds Up Quoting Process Effortlessly

**Rating:** 4.0/5.0 stars

**Reviewed by:** JAMIE A. | finance team lead, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about PL Rating?**

it makes quote a lot faster! I love that it pulls from every company!

**What do you dislike about PL Rating?**

Just hate when it doesn't take my passwords

**What problems is PL Rating solving and how is that benefiting you?**

making quote 10000x faster in out office.

**Official Response from Nate McKissick:**

> Hello, Jamie. Thank you for your review of PL Rating! We're delighted to hear that it is such a timesaver for you. We appreciate your review and look forward to continuing our partnership.

  ### 9. J.McEntee

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jill M. | Personal Lines Account Executive, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about PL Rating?**

I like that I can receive multiple quotes at one time

**What do you dislike about PL Rating?**

I have no complaint. I am very satisfied with PL Rater

**What problems is PL Rating solving and how is that benefiting you?**

I don't know of any problems

**Official Response from Nate McKissick:**

> Hi, Jill! Thank you for your review of PL Rating. We're grateful for your input, and we're happy to be a part of your business!

  ### 10. Easy to learn and easy to use!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 10, 2025

**What do you like best about PL Rating?**

I like that I can easily bridge to most of our carriers typically in just seconds.

**What do you dislike about PL Rating?**

Of what I hear from other agencies their systems for rating are not as seamless as PL Rater is. 

**What problems is PL Rating solving and how is that benefiting you?**

It is solving the problem of having to quote personal lines with each carrier separately.

**Official Response from Nate McKissick:**

> Hello! Thank you for your review of PL Rating. We value your opinion and strive to improve based on your suggestions. Please don’t hesitate to reach out if you need anything in the future.  

  ### 11. Easy to Use with Excellent Support and Feature-Rich

**Rating:** 5.0/5.0 stars

**Reviewed by:** Edelys H. | AGENT, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 30, 2025

**What do you like best about PL Rating?**

Ease of Use Customer Support Number of Features

**What do you dislike about PL Rating?**

really like everything; the rating is excellent.

**What problems is PL Rating solving and how is that benefiting you?**

No issues at all — very satisfied with the service.

**Official Response from Nate McKissick:**

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

  ### 12. Lots of quotes in very little time

**Rating:** 4.0/5.0 stars

**Reviewed by:** Janna L. | Agent/Customer Service, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 18, 2025

**What do you like best about PL Rating?**

With PL Rating, I can get quotes from several different companies in very little time.  I really like that it will pull in all the information we have on file for each individual.  This can save a lot of time if you have several vehicles and/or drivers. 
PL  Rater is easy to work with and the Customer Service is great.    With the increase in rates, we are using this almost daily.

**What do you dislike about PL Rating?**

The only downsides that I have found is that not all companies use PL Rater and you do have to answer several questions that are different for each company.

**What problems is PL Rating solving and how is that benefiting you?**

With the increase in all our company rates, we are having to requote about 60-70% of all renewals,    With PL Rater intergrating all information we have for each person, it makes our job much quicker.  It takes quite a bit of time putting in serial numbers and drivers information.

**Official Response from Nate McKissick:**

> We're delighted that PL Rating has met your expectations. Your satisfaction is our top priority. We value your opinion and appreciate you taking the time to share your experience. Please don’t hesitate to reach out if you need anything in the future.  

  ### 13. New user to PL Rating. Great experience so far!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alissa E. | Agency Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 24, 2025

**What do you like best about PL Rating?**

PL Rating is easy to use and compare rates.

**What do you dislike about PL Rating?**

Would be great if PL Rating was offered with more carriers.

**What problems is PL Rating solving and how is that benefiting you?**

PL Rating is helping us solve- quick rating, easy comparisons and with these tools we are able to make quicker sales.

**Official Response from Nate McKissick:**

> Hi, Alissa. Thank you for sharing your experience with PL Rating! We understand the importance of having a wide range of carriers and your input drives our software improvements. We appreciate your review and look forward to continuing our partnership.

  ### 14. Helpful Platform, Yet Room for Growth

**Rating:** 4.0/5.0 stars

**Reviewed by:** Goran L. | Insurance Specialist, Enterprise (> 1000 emp.)

**Reviewed Date:** February 12, 2025

**What do you like best about PL Rating?**

- Streamlines workflow and improves efficiency.
- Generally reliable with good overall functionality.
- Helpful in managing tasks and saving time.

**What do you dislike about PL Rating?**

- Occasional downtime between 11:00 AM and 11:30 AM, which can be inconvenient during tight deadlines.
- Limited occupation options in the Auto Quote feature.
- Some VIN numbers are not detected properly, slowing down data entry.
- Lack of options for selecting non-rated drivers or drivers insured elsewhere.

**What problems is PL Rating solving and how is that benefiting you?**

PL Rating helps solve the problem of streamlining the quoting process and managing vehicle-related information more efficiently. It saves time by automating much of the quoting and data entry, reducing manual work. The platform’s reliability, most of the time, ensures that tasks can be completed quickly, allowing me to focus on more complex aspects of my job. Overall, it has greatly improved efficiency, particularly when handling multiple quotes or client inquiries, which directly contributes to better productivity and faster response times.

**Official Response from Nate McKissick:**

> Thank you for your review of PL Rating, Goran! Your input is essential in shaping our products, and we will take it into consideration for future updates. We value your business and aim to provide the best experience possible.

  ### 15. Insurance Agent who quotes alot

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 30, 2026

**What do you like best about PL Rating?**

The best part is that you can get an approximate quote for all carriers at the same time, rather than having to quote each company separately.

**What do you dislike about PL Rating?**

Repetitive on some of the UW Questions.  When needing to update the passwords, seems to take forever.

**What problems is PL Rating solving and how is that benefiting you?**

Solving the need to quote each carrier separately.

**Official Response from Nate McKissick:**

> Thank you for your review of PL Rating! We value your opinion and appreciate you taking the time to share your experience.

  ### 16. Seamless SIAA Integration

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 09, 2025

**What do you like best about PL Rating?**

integration within my SIAA agency. easy to use and rates seem to be very close to accurate

**What do you dislike about PL Rating?**

the onboarding process was unclear and I was passed around numberous time and was given multiple prices and inaccurate information due to individuals not being fully trained on their own product

**What problems is PL Rating solving and how is that benefiting you?**

the SIAA/Vertafore rep helped step in and clear up the confusion and expectations of the product. I wish that would have been done sooner in the process though

**Official Response from Nate McKissick:**

> Thank you for taking the time to share your experience with PL Rating. We value your opinion and appreciate you taking the time to share your experience.

  ### 17. Effective and Simple

**Rating:** 5.0/5.0 stars

**Reviewed by:** David I. | Insurance Producer, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 01, 2025

**What do you like best about PL Rating?**

It is easy to use and learn. Can be fast and more efficient in many ways.

**What do you dislike about PL Rating?**

It seems like a lot at first and it takes a little bit of time to get used to.

**What problems is PL Rating solving and how is that benefiting you?**

It solves having to go to each individual company for a quote. I can quote all of my carriers at the same time to get my client the best rate.

**Official Response from Nate McKissick:**

> Thank you for your review of PL Rating, David! We're thrilled to hear that it works so well for your agency. We appreciate your review and look forward to continuing our partnership.

  ### 18. EXCELLENT SERVICE, EASY TO COMPREHEND

**Rating:** 5.0/5.0 stars

**Reviewed by:** Maria L. | INSURANCE AGENT, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 25, 2025

**What do you like best about PL Rating?**

HOW EASY IS IT. THE FORMAT IS VERY UNDERTANDABLE

**What do you dislike about PL Rating?**

SOMETIMES DOCUMENT DOESNT LOAD AS FAST AS I WOULD LIKE TO

**What problems is PL Rating solving and how is that benefiting you?**

I'VE SPOKE WITH CUSTOMER SERVICE ABOUT SOME ISSUES IN THE PAST AND THEY RESOLVED THEM VERY QUIK

**Official Response from Nate McKissick:**

> Thank you for your review of PL Rating, Maria! It's our goal to provide an exceptional user experience, so we're glad to hear you find our product easy to use. 

  ### 19. Easy to Use, But Has Its Drawbacks

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 23, 2025

**What do you like best about PL Rating?**

Stream lines the quoting process. Much of the info needed for each carrier is only entered once.

**What do you dislike about PL Rating?**

Can be a bit clunky and is a bit hard to teach.

**What problems is PL Rating solving and how is that benefiting you?**

We work with 15 different carriers. Quoting each individually could take hours per client. This cuts that time down to about 45 min.

**Official Response from Nate McKissick:**

> Thank you for your review of PL Rating. We value your opinion and strive to improve based on your suggestions. 

  ### 20. PL Rating continues to evolve, but is essential for our personal lines team.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Eric W. | Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 06, 2025

**What do you like best about PL Rating?**

We love how it integrates with our AMS360 Platform, greatly reducing the keystrokes to service and requote current clients.  The integration availability with other software, such as Canopy Connect creates efficiencies for our team.

**What do you dislike about PL Rating?**

Frequently we wish that more of the individual carrier specific coverages could be selected and included in our rate and pricing through the rater.

**What problems is PL Rating solving and how is that benefiting you?**

PL Rating allows my personal lines team to get as many as 10 different carrier quotes at a time.  This is a huge efficiency that really improves the customer experience.

**Official Response from Nate McKissick:**

> Thank you for your review of PL Rating, Eric! We value your opinion and appreciate you taking the time to share your experience. We're happy to be a part of your business and appreciate your feedback!

  ### 21. Convenient and Fast, But Some Rating Issues with Claims

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 05, 2025

**What do you like best about PL Rating?**

The rater is convenient, fast & easy to use

**What do you dislike about PL Rating?**

Sometimes claims information doesn't rate correctly with certain companies (not at fault accidents)

**What problems is PL Rating solving and how is that benefiting you?**

It saves a ton of time.

**Official Response from Nate McKissick:**

> Thank you for your review of PL Rating. We're grateful for your input!

  ### 22. Best comparative rater that exists so far...

**Rating:** 4.0/5.0 stars

**Reviewed by:** Bonnie F. | Account Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 01, 2025

**What do you like best about PL Rating?**

It's nice to have a starting point to narrow down the first few carriers to begin quotes with.  When the information bridges correctly, it also helps eliminate so much repetitive data entry from site to site.

**What do you dislike about PL Rating?**

The rates do not seem to be accurate.  So when comparing to an existing rate, it doesn't help to know if they are actually still with the best fit or not.  You just use it as a guide to 'narrow the carriers down'  to go finish the quotes in the carrier sites, or to at least know a starting point...which....while not ideal, is better than no guide at all.

**What problems is PL Rating solving and how is that benefiting you?**

Saves time compared to entering the same data info over and over (some quotes used to mean entering information 3-7 times) - you only need to enter it 1-3 times....

**Official Response from Lisa Landes:**

> Thank you for taking the time to share your experience with PL Rating! Our team is always working on enhancing our software based on user feedback.

  ### 23. Effortless Quote Comparison, But Info Transfer Needs Improvement

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2025

**What do you like best about PL Rating?**

It makes it easy to get a baseline quote for different carriers and being able to bridge that quote and info to the carrier website is a plus!

**What do you dislike about PL Rating?**

Sometimes not all the customer info bridges over

**What problems is PL Rating solving and how is that benefiting you?**

Not having to go into all carrier websites to quote

**Official Response from Nate McKissick:**

> Thank you for taking the time to share your experience with PL Rating. We're glad to hear that you find our software helpful in quickly obtaining and comparing ratings. We understand your frustration with the data transfer process, and strive to improve based on your suggestions. Please don’t hesitate to reach out if you need anything in the future.  

  ### 24. Its gotten better over Time

**Rating:** 3.5/5.0 stars

**Reviewed by:** Cynthia H. | Account Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 29, 2025

**What do you like best about PL Rating?**

It can give you  a basic knowledge of what your options are with each company.

**What do you dislike about PL Rating?**

I don't like that the rate you  get is not that close to what you  would get on the company website, generally it's hundreds more once you  complete a quote

**What problems is PL Rating solving and how is that benefiting you?**

The benefit would be that the company can see you quoting them, and that's what they want. I don't think it really solves a problem, though. To me, it's like an extra step,    when you  have quoted with the same company's for years you  can basically know where you  can place people

**Official Response from Nate McKissick:**

> Hi, Cynthia. Thank you for leaving a comment. Your input is essential in shaping PL Rating. We understand your concern about the rate differences and our team is always working on enhancing our software based on user feedback.

  ### 25. All about PLRating

**Rating:** 5.0/5.0 stars

**Reviewed by:** Julie S. | Account Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 04, 2025

**What do you like best about PL Rating?**

You can do a lot of companies at once and get a lot of companies started for review.

**What do you dislike about PL Rating?**

Some things don't carry over.  Some things are game stoppers like if you have a PO Box for a mailing address.

**What problems is PL Rating solving and how is that benefiting you?**

Time management is the biggest plus of PL Rating.

**Official Response from Nate McKissick:**

> Thank you for your review of PL Rating, Julie! 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!

  ### 26. the best of the best

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rafael L. | Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 16, 2025

**What do you like best about PL Rating?**

Organize, and in addition to that, it allows you to create work teams, and it also allows you to access your information anywhere in the world, with a large amount of information that is essential to improve your work.

**What do you dislike about PL Rating?**

I like everything, easy to use, you don't complain about what you like

**What problems is PL Rating solving and how is that benefiting you?**

improves the time it takes to quote vehicles

**Official Response from Nate McKissick:**

> Thank you so much for your kind words, Rafael! Reviews like this make us excited to come to work each day!

  ### 27. User-Friendly Integration with Agency Zoom, But Needs a Modern Interface

**Rating:** 4.0/5.0 stars

**Reviewed by:** Anne M. | Agency Partner, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about PL Rating?**

I like that it integrates with Agency Zoom and is fairly user friendly.

**What do you dislike about PL Rating?**

A more modern interface would be nice, and a few bugs to work out with carrier integrations.

**What problems is PL Rating solving and how is that benefiting you?**

I hated EZ Lynx so I am just grateful to be with Vertafore.

**Official Response from Nate McKissick:**

> Thank you for your review, Anne. Your input is essential in shaping PL Rating. We understand the importance of a modern interface. Hearing from customers like you helps us grow and evolve.

  ### 28. Time-Saving Carrier Comparison, But Quoting Accuracy Needs Improvement

**Rating:** 4.5/5.0 stars

**Reviewed by:** Maddie V. | Account Rep, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 29, 2025

**What do you like best about PL Rating?**

Easy to compare multiple carriers at once to get a general idea. Saves a lot of time

**What do you dislike about PL Rating?**

Sometime issues with quoting with all carriers and quotes aren't as accurate once bridged over

**What problems is PL Rating solving and how is that benefiting you?**

Saving time in quoting many companies and finding best rates

**Official Response from Nate McKissick:**

> Thank you for your review of PL Rating, Maddie. We are thrilled to hear that our software is a timesaver for you. Please don’t hesitate to reach out if you need anything in the future.  

  ### 29. Very helpful in choosing which carrier to begin quotes with

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 24, 2025

**What do you like best about PL Rating?**

I am able to find the most competitive rates without having to quote individual carriers. This gives me a good starting point.

**What do you dislike about PL Rating?**

Sometimes, there is just too much information required when trying to get an estimated quote.

**What problems is PL Rating solving and how is that benefiting you?**

Since I can get a rate from several carriers at once, the time-saving feature is what benefits me the most.

**Official Response from Nate McKissick:**

> We're delighted that PL Rating has met your expectations. We appreciate your feedback about the amount of information required and strive to improve based on your suggestions. Please don’t hesitate to reach out if you need anything in the future.  

  ### 30. Fast and Convenient Quoting, But Nothing Extraordinary

**Rating:** 5.0/5.0 stars

**Reviewed by:** GLENDYS D. | agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2025

**What do you like best about PL Rating?**

It is very convenient to quote and fast.

**What do you dislike about PL Rating?**

Sometimes all companies do not give the price and you have to keep updating your passwords.

**What problems is PL Rating solving and how is that benefiting you?**

pl saves you time quoting, especially when there are too many vehicles and too many drivers.

**Official Response from Nate McKissick:**

> Thank you for letting us know what you think about PL Rating, Glendys. We value your opinion and strive to improve based on your suggestions.

  ### 31. Works Great for Renewal Business

**Rating:** 4.0/5.0 stars

**Reviewed by:** Chelsey B. | Agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 11, 2025

**What do you like best about PL Rating?**

It brings in all the info from the prior term with current customers. I do not feel that it is as easy with new business.  It is a great way to teach new agents how to get quotes quickly.

**What do you dislike about PL Rating?**

I would like it to order all reports for us so we can get a more accurate quote to start out with instead of having to go in and look at the quotes. But really it is very nice to have them there and you can pick and choose which ones you want to go into. 
I would also like it to save your quote automatically into the companies instead of having to bridge over.

**What problems is PL Rating solving and how is that benefiting you?**

Putting in the DL# and info about the customer. Saves time from typing and mistyping info.

**Official Response from Nate McKissick:**

> Hi, Chelsey! Thank you for taking the time to share your experience with PL Rating. We understand the importance of accuracy in quotes, and we are grateful for your input! Please don’t hesitate to reach out if you need anything in the future. 

  ### 32. PL Rating is refreshing, it is very smooth and easy to use.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 01, 2025

**What do you like best about PL Rating?**

I find it very helpful that it stores all the insureds information once you have quoted them once so you can re-shop them at renewals with just a few clicks.

**What do you dislike about PL Rating?**

I don't like that you cannot edit the quote within the system, for example if you want to change any wording on the quote sheet to make things a bit easier for clients to understand.

**What problems is PL Rating solving and how is that benefiting you?**

it solves efficiency, you can put in the info once and it shops everywhere you are appointed with.

**Official Response from Nate McKissick:**

> We're delighted that PL Rating has met your expectations. Your satisfaction is our top priority. We value your opinion and appreciate you taking the time to share your experience. Please don’t hesitate to reach out if you need anything in the future!

  ### 33. A Game Changer for Fast, Multi-Carrier Quotes

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 30, 2025

**What do you like best about PL Rating?**

is absolutely amazing! It saves so much time by letting me create quotes with multiple carriers all at once. What used to take hours now takes just minutes.  It’s a total game changer for anyone who needs to compare multiple carriers quickly and efficiently.

**What do you dislike about PL Rating?**

Implement dynamic question logic so that answers entered earlier automatically skip or fill irrelevant questions, reducing redundancy and time.

**What problems is PL Rating solving and how is that benefiting you?**

Saves alot of time when searchong for the correct insurance for our customers

**Official Response from Nate McKissick:**

> We're thrilled to hear that PL Rating has met your expectations and streamlines the quote generation process. We appreciate your feedback and will take it into consideration for future updates. We appreciate your review and look forward to continuing our partnership.

  ### 34. PL Rater saves us so much time

**Rating:** 3.5/5.0 stars

**Reviewed by:** Kedron K. | Account Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 09, 2023

**What do you like best about PL Rating?**

Exporting the data from AMS so that we don't have to input it ourselves.

**What do you dislike about PL Rating?**

All of the fields that are required but aren't really necessary

**What problems is PL Rating solving and how is that benefiting you?**

Remarketing our current accounts using PL Rater has been such a lifesaver. It really cuts our processing time down.

**Official Response from Jenny Spear:**

> Hi Kedron, 
Thank you so much for your kind words! We're thrilled to hear that PL Rating works so well for your agency.	We genuinely care for our customers and are delighted to know that our dedication shows.

  ### 35. PL: Easy, Practical, and Highly Recommended!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Yaira  P. | AGENT, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2025

**What do you like best about PL Rating?**

PL is the best app!!!, it is useful, easy, practical and highly recommended

**What do you dislike about PL Rating?**

WHAT THE QUOTE WITH RUNNING MVR DOES NOT OFFER

**What problems is PL Rating solving and how is that benefiting you?**

Duplicate data entry / multiple manual forms
Quotation complexity / many processes to generate a quote

**Official Response from Nate McKissick:**

> Hello, Yaira! Thank you for your review of PL Rating. We value your opinion and appreciate you taking the time to share your experience.

  ### 36. PL Rater Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Andrew O. | Personal Lines Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 29, 2025

**What do you like best about PL Rating?**

I love the ease of use, integration with the major personal lines carriers, and the reliability. It also provides very accurate rates even when inputting claim information. I use this software ever single day and it's been great.

**What do you dislike about PL Rating?**

I dislike when there's the occasional issue of certain carriers not returning rates, but that's not very often and seems to fix itself fairly quickly.

**What problems is PL Rating solving and how is that benefiting you?**

It saves me so much time from having to go in and manually do quotes with every single personal lines carrier we have

**Official Response from Nate McKissick:**

> Hi Andrew! Thank you for your input on PL Rating! We're thrilled to hear that our software works so well for your agency. We're happy to be a part of your business and appreciate your feedback!

  ### 37. Great Experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Denise W. | Account Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** September 24, 2025

**What do you like best about PL Rating?**

I would reccomend the rater as it is easy to use and works great. 10 out of 10 for sure

**What do you dislike about PL Rating?**

It is all helpful and relevant no complaints here

**What problems is PL Rating solving and how is that benefiting you?**

ease of daily tasks and integration that is beyond words, it offers so much and Im so grateful to have it

**Official Response from Nate McKissick:**

> Thank you so much for your kind words, Denise! It's fantastic to know that PL Rating helps you and your agency succeed. 

  ### 38. PL Rating Review

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 30, 2026

**What do you like best about PL Rating?**

All in one place, convenient, customer service

**What do you dislike about PL Rating?**

Different pricing than on website, can be inaccurate

**What problems is PL Rating solving and how is that benefiting you?**

Know which companies to go online and quote with

**Official Response from Nate McKissick:**

> Thank you for sharing your thoughts on PL Rating with us. Your feedback helps us improve. We understand the importance of accurate pricing and will take your input into consideration for future updates. 

  ### 39. Quick and complete for Filling Data, But Difficult to Change Drivers

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 28, 2025

**What do you like best about PL Rating?**

That almost all the information is filled in before passing it to the companies
Ease of Use

**What do you dislike about PL Rating?**

It is not very easy to change all the drivers, only the husband is possible.

**What problems is PL Rating solving and how is that benefiting you?**

Highly recommended

**Official Response from Nate McKissick:**

> Thank you for your review of PL Rating! We understand your frustration on changing drivers and strive to improve based on your suggestions. We're happy to be a part of your business and appreciate your feedback!

  ### 40. Very fast and natural quoting speed

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Public Policy | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 24, 2025

**What do you like best about PL Rating?**

PL Rating is a big time saver since it lets you quote multiple carriers at once, and it’s very user‑friendly with an easy‑to‑navigate interface.

**What do you dislike about PL Rating?**

PL Rating isn’t always fully accurate, some coverages/endorsements don’t carry over, and not all carriers are available in the system.

**What problems is PL Rating solving and how is that benefiting you?**

PL Rating solves the problem of having to enter client information multiple times on different carrier sites. By providing side‑by‑side quotes in one place, it saves time, reduces errors, and makes it easier to find the most competitive option for clients.

**Official Response from Nate McKissick:**

> We're delighted that PL Rating has met your expectations. Your satisfaction is our top priority. We appreciate your review and look forward to continuing our partnership!

  ### 41. Simple and Easy

**Rating:** 4.5/5.0 stars

**Reviewed by:** Rita T. | Producer, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 10, 2025

**What do you like best about PL Rating?**

Keeping everything all in one place makes it easy.  Nice to enter information in ONCE and it does everything else.

**What do you dislike about PL Rating?**

Claims not downloading automatically so have to enter.
Need more companies linked

**What problems is PL Rating solving and how is that benefiting you?**

Haven't had any problems.

  ### 42. A Reliable Tool for Streamlining the Quoting Process

**Rating:** 5.0/5.0 stars

**Reviewed by:** Emily R. | CSR, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2025

**What do you like best about PL Rating?**

Saves time, Improves decision-making, Enhances competitiveness.

**What do you dislike about PL Rating?**

Data and rate sync, This requires agents to perform manual verification, especially for a final quote.

**What problems is PL Rating solving and how is that benefiting you?**

Time saving, Increased accuracy, Improved customer satisfaction.

**Official Response from Nate McKissick:**

> Thank you for your review of PL Rating, Emily. We value your opinion and appreciate you taking the time to share your experience. Please don’t hesitate to reach out if you need anything in the future!

  ### 43. PL Rating--

**Rating:** 4.0/5.0 stars

**Reviewed by:** Melissa R. | Personal Lines Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 22, 2024

**What do you like best about PL Rating?**

The fact that you can make client profiles, and save all of the client information.  That it integrates really well with our carriers and the AMS360 software.

**What do you dislike about PL Rating?**

That the general questions for each company arent together instead of asking a million questions for each compaony repetitively.  We should have the ability to answer all group questions in one spot, all plumbing in one spot, etc, instead of trying to find each companies specific questions.  The features are endless, giving you a very accurate quote, its just getting use to answering many repeptitive questions.

**What problems is PL Rating solving and how is that benefiting you?**

PL Rating gives us the ability to rate all of our carriers at once.  This cuts down on repeptitive entry and saves time for our sales team.

**Official Response from Jenny Spear:**

> Hi Melissa, 
Thank you for your review of PL Rating! We appreciate your input and will take it into consideration for future updates. Hearing from customers like you helps us grow and evolve.



  ### 44. A fast and well integrated comparative rater

**Rating:** 4.5/5.0 stars

**Reviewed by:** Dustin M. R. | Assistant Vice President, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 01, 2025

**What do you like best about PL Rating?**

Two of the greatest strengths for PL Rater, are its speed (very fast) and how tightly integrated it is with many of the biggest personal lines carriers.

**What do you dislike about PL Rating?**

While PL Rater uses many of the biggest players in the industry, some of them do not want their products to be so easily comparatively rated.  As a result, some of the largest carriers not options in the software.

**What problems is PL Rating solving and how is that benefiting you?**

PL Rater allows our agents to quicky quote an apples-to-apples comparison across multiple carriers.

**Official Response from Lisa Landes:**

> We're happy to be a part of your business and appreciate your feedback! Thanks Dustin, 

  ### 45. Fast and User-Friendly, But Outdated Design

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 24, 2025

**What do you like best about PL Rating?**

quick and user friendly despite it looking so retro

**What do you dislike about PL Rating?**

looks like its was made in the 90's; not modern at all

**What problems is PL Rating solving and how is that benefiting you?**

I don't have to go to each carrier individually

**Official Response from Nate McKissick:**

> Hello and thank you for sharing your thoughts with us. We understand the importance of modern design and are continuously working to improve our software. Hearing from customers like you helps us grow and evolve. 

  ### 46. PL Rating review Ramco/B. Perez/Miami

**Rating:** 3.5/5.0 stars

**Reviewed by:** b p. | Insurance Agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 26, 2025

**What do you like best about PL Rating?**

The best aspect of PL rating for me is the fact that multiple companies can be quoted simultaneously.

**What do you dislike about PL Rating?**

Many companies do not integrate 100% with PL rating. Also, I feel like the UI is not user friendly at all. The letters are tiny, and the interface seems like it's from 1990. Also, I would like to run the MVR directly from PL that way the quote is much more accurate to the final quote.

**What problems is PL Rating solving and how is that benefiting you?**

Quicker quoting simultaneously with multiple insurers.

**Official Response from Nate McKissick:**

> Thank you for your feedback on PL Rating. We are continuously working to improve our software. We appreciate your input and will take it into consideration for future updates. We value your business and aim to provide the best experience possible.

  ### 47. PL Rating provides great integration options to the comparative rating process

**Rating:** 5.0/5.0 stars

**Reviewed by:** Andrew K. | RamseyTrusted Pro - Property &amp; Casualty Insurance, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 06, 2025

**What do you like best about PL Rating?**

PL Rating makes data intake easy by working well with other software platforms. another feature is that it also easily transfers data into our management system.  I was able to start working on it immediately and easily.   My team and I utilize PL Rating throughout the day, every day.

**What do you dislike about PL Rating?**

There is limited to none proposal features forcing me to piece together carrier-specific proposals.  I also have to set up the carrier access credentials individually at each workstation that I access PL Rater making my work on multiple workstations not ideal.

**What problems is PL Rating solving and how is that benefiting you?**

PL Rating is helping me and my team intake prospect and client's info and returning pricing for many carriers are in one transaction

**Official Response from Lisa Landes:**

> We're pleased to hear that PL Rating has made data intake and transfer easy for you and your team. We will certainly take your feedback about proposal features and carrier access credentials into account for future improvements. Thanks Andrew, 

  ### 48. Asset to our agency

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 05, 2025

**What do you like best about PL Rating?**

We use PL rating to expedite data entry in our carrier systems for quoting. It minimizes time spent plugging in customer information in each individual website.

**What do you dislike about PL Rating?**

oftentimes, the pricing is not accurate and still needs to be fixed up within carrier websites. However, its still worth the money given the time savings on data entry.

**What problems is PL Rating solving and how is that benefiting you?**

It helps us to remarket current customers who have experienced rate increases

**Official Response from Nate McKissick:**

> Thank you for taking the time to share your experience with PL Rating. We understand that accurate pricing is important, and we strive to improve based on your suggestions. Please don’t hesitate to reach out if you need anything in the future.  

  ### 49. Speeds Up Quoting, But Limited Company Integrations

**Rating:** 3.5/5.0 stars

**Reviewed by:** Bryan T. | Personal Lines Specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 30, 2025

**What do you like best about PL Rating?**

How it makes the process quicker to quote multiple companies.

**What do you dislike about PL Rating?**

How it doesn't link with certain companies.

**What problems is PL Rating solving and how is that benefiting you?**

Helping see insurance quotes for review quickly.

**Official Response from Nate McKissick:**

> Thank you for leaving a comment. Your input is essential in shaping PL Rating. We appreciate your input and will take it into consideration for future updates.

  ### 50. Theres no way we could quote in a timely manner without PL Rating!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 01, 2025

**What do you like best about PL Rating?**

The most helpful about PL Rating is that you enter the customer information once, and it shops all your carriers at the same time for you. PL Rating is so easy to use and lets you know when you have missed something before moving to the next screen.  Sometimes the customer info is already in the system for you when you enter the name and address it can populate vehicles and household members for you.  Saves so much time, especially if you quote many policies on a daily basis you can focus on selling and quoting more. Once the info has been entered you can transfer it into your client data base whether it be Vertafore QQ Catalyst or another program you use. You can then set them up as a prospect or a client. Time saving! Couldn't quote all our business in a timely manner without PL Rating! No guessing who has the best rate, PL Rating lists them in order of lowest to most expensive giving you the option to see all prices.

**What do you dislike about PL Rating?**

The least helpful part of PL Rating is that the rates displayed are not always accurate. You still have to confirm the quote with the carrier by bridging over into the carrier website and running reports etc. but still all the information is already there from PL Rating so there may be a couple more steps to add once you are in carrier website but that's ok! It is still quicker than reentering the client info over and over again for each carrier.

**What problems is PL Rating solving and how is that benefiting you?**

PL Rating sometimes identifies household members that the client may not disclose. 
PL Rating may identify other vehicles in the household, other quoting opportunities.

**Official Response from Lisa Landes:**

> Thank you for sharing your experience with PL Rating! We're glad to hear that it has been helpful in saving you time and streamlining the quoting process. We appreciate your feedback and will use it to continue enhancing the user experience.


## PL Rating Discussions
  - [Has anyone ever had success in cancelling before implementation?](https://www.g2.com/discussions/has-anyone-ever-had-success-in-cancelling-before-implementation) - 1 comment, 2 upvotes
  - [What is a comp rater?](https://www.g2.com/discussions/what-is-a-comp-rater) - 2 comments

- [View PL Rating pricing details and edition comparison](https://www.g2.com/products/pl-rating/reviews?page=5&section=pricing&secure%5Bexpires_at%5D=2026-08-05+11%3A22%3A09+-0500&secure%5Bsession_id%5D=255bacaa-2f2d-499b-a9c1-4b6b0cc42617&secure%5Btoken%5D=a5b35ff0dcd04a7bc854577f93823695ed273462a6161c24a3b48e9dcbf3afd1&format=llm_user)
## PL Rating Integrations
  - [Actyx AG](https://www.g2.com/products/actyx-ag/reviews)
  - [AgencyZoom](https://www.g2.com/products/vertafore-agencyzoom/reviews)
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  - [AMS](https://www.g2.com/products/ams-ams/reviews)
  - [AMS360](https://www.g2.com/products/ams360/reviews)
  - [Applied Epic](https://www.g2.com/products/applied-epic/reviews)
  - [Canopy Connect Insurance Data Intake](https://www.g2.com/products/canopy-connect-insurance-data-intake/reviews)
  - [Catalyst](https://www.g2.com/products/totango-catalyst/reviews)
  - [Eclipse](https://www.g2.com/products/eclipse/reviews)
  - [HawkSoft](https://www.g2.com/products/hawksoft/reviews)
  - [Microsoft Edge](https://www.g2.com/products/microsoft-edge/reviews)
  - [Momentum AMP, formerly Nowcerts](https://www.g2.com/products/momentum-amp-formerly-nowcerts/reviews)
  - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews)
  - [Zapier](https://www.g2.com/products/zapier/reviews)

## PL Rating Features
****
- For Auto Insurance
- Carrier Upload
- AI Copilot
- Search/Filter
- Reminders
- For Health/Medical Insurance
- Audit Management
- For Personal Insurance
- Quotes/Estimates
- For Professional Liability
- Generative AI
- Multi-State
- For Medical Malpractice
- Reporting & Statistics
- Policy Management
- For Casualty Insurance
- Comparative Insurance Rating
- Commercial Lines
- Document Management
- Alerts/Notifications
- For Long Term Care
- For Homeowners Insurance
- Third-Party Integrations
- Document Storage
- Secure Login
- Accounting Integration
- Workflow Management
- Commission Management
- Claims Management
- Lifecycle Management
- Document Templates
- Electronic Payments
- Multiple Line Rating
- Self Service Portal
- Sales Reports
- For Disability Insurance
- Broker/Agent Portal
- Customer Portal
- Email Management
- MGA Administration
- Customizable Reports
- Activity Dashboard
- For Life Insurance
- Underwriting Management

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