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?

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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 & CEO

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     |      *   Yes, Through Add-on/Third Party     |       Applies In Part

Features
EZLynx Rating
PL Rating
Applied Epic Quotes
QuoteRush
RiskAdvisor
Zywave
Lines of Business
AutoWaiting on vendorWaiting on vendor
Home
Auto/Home Package
Flood
Motorcycle
RV
Other
Carriers Quoted330300+127
States Quotes Available48 states49 states plus DC, motorcycle and dwelling fire only in CA50 statesFL, TX, SC, NC
Pre-fill DataDriver, Vehicle, DwellingStructure, Location
Proposal Capability
Carrier Coverage Comparison
Quotes Indication or BindableBindableBindableBothBindable
Integration with Management SystemsAvailable as part of the EZLynx agency management system; plans to integrate with Applied Epic later in 2021Vertafore products: AMS360, Sagitta and QQCatalyst; other products: AppliedTAM & Epic, Hawksoft, SIS, Nexsure, Veruna, othersImbedded with Applied Epic and requires an Epic licenseAppliedTAM, Hawksoft, QQWebrater, Salesforce, Allstate Alliance
Customer Self QuotingAvailable as add-onPending – Q3 2021
Technical Support Access
Phone
Email
Chat
Ticket Submission
CostContact EZLynx; discounts may applyContact VertaforeContact Applied$0 setup, Per PC monthly charge
Unique Features of SystemSee Detail pageSee Detail pageSee Detail pageSee Detail page
Next StepsLearn more about EZLynxLearn more about VertaforeLearn more about AppliedLearn more about QuoteRushLearn more about RiskAdvisorLearn more about Zywave

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

2023 State of Tech Report

Catalyit partnered with Big I state associations to survey 465 independent insurance agencies across the US and gather information about their tech stack and satisfaction.

63% Yes
Does your agency use a quoting system/rating platform for personal lines?
Most Used % Use Avg. Rating
Vertafore - PL Rating 43% 3.9
EZLynx Rating Engine (Applied) 32% 4.0
Applied Rater/Epic Quotes 20% 3.7
TurboRater 2% 2.7
InsureZone <1% 4.0
QuoteRush <1% 4.0
Zywave <1% 3.0
Other 3% 4.2

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