Products
Applied WebRater
Online customer self-service quoting software
Today’s insurance consumers want to choose how to interact with your brokerage so give your customers and prospects the freedom to quote auto, property and motorcycle risks anytime, anywhere. Applied WebRater, Canada’s leading online insurance customer self-service quoting solution, delivers a custom-branded solution that keeps your brokerage front and centre with customers and integrates across online channels to drive leads, including through social media, blogs and online advertising. As your leads roll in, you will automatically stay up to date with seamless integration to your management system to quickly begin a full quoting workflow.
Key Benefits
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Reach customers anytime, anywhere
Let your customers quote auto, property and motorcycle risks whenever and however they want, including online, smartphone or tablet. And through easy integration with online channels, like social media and online ads, your customers can find you wherever they are.
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Keep your brand top of mind
Differentiate your business with custom-branding that elevates your brokerage’s brand and keeps your business top of mind. Regardless of device type, your customers will see a brokerage-branded digital experience that includes your own colors and other branding features to promote customer trust and loyalty.
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Know where your leads are coming from
It is important to measure lead generation success, but attributing leads to specific channels can be difficult unless they are specifically tagged and tracked. Use tagged URLs and custom tracking to have a clearer picture of what channels are generating your leads.
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Keep data synced across your systems
Never lose a prospect again because of manual entry from one system to another. Online leads automatically route to your management system for staff to begin quoting.
Capabilities
Complete Quote Summaries
Help your customers understand quoted premiums using brokerage-branded quote summaries.
Instant Quote
Make quoting coverage options easier for yourself and your customers with Applied WebRater Instant Quote, which asks only a few questions, including Postal Code, Vehicle Insurance, and either Date of Birth or Years Licensed.
Integrated Lead Generation
Stay up to date on lead and policy information without leaving your management system through seamless integration with Applied Epic.
Data Prefill
Save your customers time and make sure all data is accurate with automated data prefill, powered by CGI Canada.
Data Validation
Get the green light that your lead’s information is accurate when they give their legal address. Applied ITV provides documented build evaluation data, including Year Built, Construction Type, Structure Type, Distance to Fire Hall and Hydrant, and the building replacement cost.
Integrated Chat
Chat with your customers in real time throughout the quoting process to make sure their quotes are accurate and complete.
What's New
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Quote-to-Purchase Online
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Policy Start Date Option
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Temporary Insurance Cards
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Custom Thank You Content
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CAA Membership Plan
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Accident Benefits Coverage
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Inclusiveness
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Save Notifications
Ready to Learn More?
When you’re ready to learn more about leveraging advanced insurance software and solutions to build a better insurance business, we’re here to help.