Guide: Quoting Platforms - Personal

Agencies can save time using personal lines quoting platforms to create bindable quotes for prospects and existing clients.

What are you trying to do?

Catalyit's Advice

What carriers and states are included?

 

What lines of business does the platform support?

 

Does the platform support consumer access to complete basic information?

 

Will the platform integrate with your agency management system? (Link AMS guide)

 

Are policy coverage comparisons included, as well as premium comparisons?

Steve Anderson's Take

“The number of quoting platforms available has dwindled over the years. You may have to make some trade-offs between getting everything you want and what’s available. Like agency management systems, there isn’t a best quoting platform but a best platform for your organization.”

Steve Anderson headshot

Steve Anderson

Catalyit Co-founder

The Catalyit Comparison Grid

Make an informed decision by comparing solutions side-by-side. Click the logo to take a deeper dive and learn more about the solution.

  Yes, Applies     |       Applies in Part

Product NameAMS IntegrationsLines of BusinessCarriers QuotedStates Quotes AvailablePre-Fill DataProposal CapabiltyCarrier Coverage ComparisonIndication or Bindable QuotesCustomer Self Quoting
Applied Epic Quotes
Applied Epic Quotes
Applied EpicAuto, Home, Package, Flood, Motorcycle, RVContact AppliedAll 50 statesDriver, Vehicle, Dwelling
Yes
Yes
BothNo
EZLynx Rating Engine
EZLynx Rating Engine
EZLynxAuto, Home, Package, Flood33048 states
Yes
Yes
Yes
BindableYes
PL Rating
PL Rating (Vertafore)
AMS360, Sagitta, QQCatalyst, AppliedTAM, Epic, Hawksoft, SIS, Nexsure, Veruna, others Auto, Home, Package, Flood, Motorcycle33048 states plus DC; motorcycle and dwelling fire online CA
Yes
Yes
Yes
BindableYes, as an add-on
QuoteRush
QuoteRush
Applied TAM, Hawksoft, QQWebRater, Salesforce, Allstate AllianceAuto, Home, Package, Flood127FL, TX, SC, NCStructure, Location
Yes
Yes
BindablePending

The Players

Take a closer look at all your available options by visiting their profiles.

EZLynx

EZLynx Rating Engine™ is an easy-to-use comparative rater that lets independent insurance agents get real-time personal lines quotes from hundreds of carriers across 48 states on any device.

PL Rating logo

PL Rating is the leading personal lines comparative rater, helping agents close business faster and drive revenue, offer more competitive quotes, and connect with carriers in real-time.

More Options

2024 State of Tech Report

Catalyit partnered with Big “I” state associations to survey 441 independent insurance agencies across the US and gather information about their tech stack and satisfaction.

57%
Agencies using a quoting system/rating platform for personal lines
Most Used % Use Avg. Rating
PL Rating (Vertafore) 42% 3.8
EZLynx Rating Engine (Applied) 29% 3.9
Applied Rater 14% 3.6
Epic Quotes (Applied) 42% 3.7
TurboRater 3% 2.8
Silverplume 1% 3.0
QuoteRush 1% 4.0
RiskAdvisor 1% 4.5
Other 6% 3.6

Catalyit Resources

Keep yourself informed with the latest insights and product demos.

TechTips Articles

Demo Lounge

Need 1:1 Help?

Your needs are unique, so we’ll work together to identify challenges and create a customized plan.

 

Our team of industry leaders can help you maximize your existing technology, discover and evaluate potential alternatives, and even assist with implementing new solutions in your agency.

Submit your review
1
2
3
4
5
Submit
     
Cancel

Create your own review

Catalyit
Average rating:  
 0 reviews

Forgot Password?

Forgot Password?

Sorry, you'll need Full Access to see this content!

To view this guide, upgrade to Full Access starting at $17/mo.

Sorry, you'll need Full Access to see this content!

To view this guide, upgrade to Full Access starting at $17/mo.

Sign up for your free 30-day free trial!

 

Let's do this

Together

We’re thrilled to invite you into Catalyit. Fill out the form to get your free, limited access – your community awaits!

Already a Basic or Full Access Subscriber?

ALERT!

Vault videos are only visible to Full Access subscribers!

Sign in or upgrade now to unlock all Catalyit content and watch this webinar on-demand.

ALERT!

This content is only visible to Catalyit Full Access subscribers!

Sign in or upgrade now to unlock all Catalyit content.

ALERT!

This content is only visible to Catalyit subscribers!

Sign in, get started free, or upgrade now to unlock all Catalyit content.

ALERT!

Vault videos are only visible to Full Access subscribers!

Upgrade now to unlock all Catalyit content and watch this webinar on-demand.

Let's do this

 

Let's do this

Fill out the form below to get free Basic Access to Catalyit and activate your Trava account.

 

ALERT!

Solution Provider Profiles are only visible to Full Access subscribers!

Upgrade now to unlock all Catalyit content and learn more about this Solution Provider.