Overview

Seamlessly connects quoting data from Feathery forms to Vertafore's PL Rating.

What you need

• An active Feathery account and form
• A PL Rating account

Background

PL Rating is a real-time insurance quoting solution developed by Vertafore. It is designed primarily for personal lines of insurance, helping agents to quickly compare rates from multiple insurance carriers. This technology streamlines the quote generation process, enabling agents to provide clients with a variety of coverage options and pricing from different insurers, all from within a single platform.

Features

1. Comparative Rater: PL Rating's key feature is its ability to provide comparative rates for various insurance products, including auto, home, and umbrella policies, among others. Agents can enter client information once and receive quotes from multiple carriers in real-time.
2. Integration: It integrates seamlessly with other Vertafore products and can be connected to agency management systems, which enhances workflow efficiency by reducing the need for redundant data entry.
3. Customization: The tool allows customization of data fields and workflows to match the specific needs of an agency, providing flexibility in how data is entered and how quotes are processed.
4. Mobile Access: Some versions offer mobile capabilities, allowing agents to quote and bind policies remotely, which is particularly useful for agents who work in the field or offer on-the-spot services.
5. Reporting and Analytics: PL Rating includes reporting tools that help agencies track their quoting activity, understand market trends, and optimize their sales strategies based on data-driven insights.

Benefits

1. Increased Productivity: By automating the quoting process, PL Rating significantly reduces the time it takes to generate quotes, allowing agents to handle more clients and increase throughput.
2. Enhanced Customer Service: Agents can provide clients with multiple insurance options quickly, improving customer satisfaction by helping them find the best coverage at the best rates.
3. Competitive Advantage: Having access to a broad range of carrier rates allows agencies to offer competitive pricing and more options to their clients, which can help in winning new business and retaining existing clients.
4. Streamlined Workflows: The integration with other systems reduces manual data entry and errors, streamlining operations and further boosting efficiency.
5. Informed Decision-Making: The built-in analytics provide valuable insights into the performance of products and agents, assisting management in making informed decisions to drive agency growth.

PL Rating is a valuable tool for insurance agencies that deal with personal lines and seek to enhance their service delivery through technology, offering efficient rate comparison and improving the overall customer experience.