PL Rating (Vertafore)
Personal lines comparative rater streamlining quoting and binding processes for agencies.
Overview
PL Rating is a personal lines comparative rater designed to help insurance agencies streamline the quoting process by providing access to over 320 carriers. It features an interview-style workflow for completing customer quote applications and allows binding policies directly within the platform.
The system supports agencies by enabling lead generation through agency websites and social media, improving service team collaboration with quoting status visibility, and integrating with management or sales systems to prefill accurate data. It also leverages verified third-party data to ensure data quality and reduce duplicate data entry.
PL Rating offers a comprehensive carrier inventory across multiple states and lines of business, supporting agencies in providing clients with real choice and faster renewals.
Key Features
- + Interview-style quote application workflow
- + Binding policies directly within the rater
- + Access to 320+ carriers and multiple lines of business
- + Lead generation via agency website and social media integration
- + Integration with management and sales systems
- + Prefill and verify customer data with third-party sources
- + Template function for default quote scenarios
- + Quoting status visibility for service teams