INTEGRATION

Insurance CRM With Applied Rater Integration.

Applied Rater quoting is fast. ALE makes it seamless by pushing leads to Rater and pulling policy data back post bind.

APPLIED RATER PLUS CRM SHOULD BE ONE FLOW

Applied Rater Plus CRM Should Be One Flow

Rekeying lead data into Applied Rater kills productivity. Integration gives producers their hours back.

Manual Lead Push

Producer types the lead into Rater each time.

Manual Policy Pull

Post bind, producer rekeys policy data.

No X Date Auto Import

Renewal tracking manual, gets missed.

THE APPLIED RATER INTEGRATION

The Applied Rater Integration

01

Lead Push To Quote

CRM lead pushes to Rater with one click.

02

Comparative Quote Return

Multi carrier quotes pull back into CRM.

03

Bind Data Pull

Policy number, premium, x date pull back on bind.

04

X Date Auto Import

Renewal deals created automatically.

05

Renewal Re Shop

60 days out, renewal re quotes trigger in Rater.

06

Carrier Availability

See carrier appetite from within CRM.

WHO THIS FITS

Who Benefits Most

Applied Rater Users

Already quoting in Rater, want CRM sync.

P And C Agencies

Auto and home multi carrier quoting.

Multi Carrier Independents

Rate 5 plus carriers per quote.

Growth Stage Agencies

Need to stop double entry.

PACKAGE FIT

ALE Packages

Launch: $497 per month

CRM with lead management, renewal tracking, review generation.

  • Core CRM
  • Lead management
  • X date tracking
  • Review generation
  • Missed call text back
SEE PACKAGES

Stop Double Entry With Applied Rater.

Book a 20 minute demo. We will show you the Applied Rater integration.