What's New in Applied Rating Services
A comprehensive rating services portfolio
Applied Rating Services enables your brokerage to further automate rating workflows through tighter integration with the brokerage management system, as well as improve lead management and elevate customer service through eSignature capabilities. Applied Rating Services connects you to all stakeholders across the insurance lifecycle and provides greater product and coverage choice for your customers.
Applied Rating Services furthers Applied’s commitment to providing insurance brokerages with the leading rating services for the Canadian insurance marketplace.
- Provide omnichannel customer service and maximize operational efficiency
- Enhance the broker value proposition with instant access to comparative rate plans
You can send emails, including the ability to attach quotes and other documents, directly from the application. Additionally, enhanced security capabilities allow you to set controls at the user level for which insurers can be quoted.
Pre-qualify your prospects
A set of pre-qualification questions by province and line of business are available to qualify a risk prior to the full quote process. This process ensures your staff don’t waste time quoting risk that don’t match your business criteria.
Pro-Rata/Short Rate Calculator
The pro-rata and short rate calculator allows you to calculate cancellation rates to consumers without having to launch Applied AutoRater or Applied PropertyRater.