Applied Rating Services: Comprehensive Insurance Rating Services for Canada Brokers

Provide the most accurate pricing and rate comparisons for your customers’ automobile and property risks. Applied Rating Services, Canada’s comparative rating services software for insurance brokerages, integrates with your management system so you can prefill customer and prospect information, removing the need to rekey data into another application. You can also let customers quote their risks online anytime, anywhere through self-service quoting software. Simplify your sales and quoting workflows, while you delight your customers with automated and accurate quoting.

Key Benefits

Save time in your daily workflow

Increase your turnaround time and give your customers quotes sooner. By prefilling current and prospective customer information into applications, you can take out additional data entry.
Simplify insurer interactions

Save the time you would spend going back and forth with insurers for auto and property rating processes for more revenue-generating activities. Automate the collection and sending of customer information to your insurers.
Make sure you give the most accurate quote

Tap into the broadest and most accurate personal lines quotes. Compared to any other rating service, Applied Rating Services empower you to give your customers the best policy for their specific risk.

Capabilities

Auto and Property Rating Automation

Automate automobile and property rating workflows by prefilling and automatically sending customer information to insurers.
Data Validation

Make sure data is correct throughout the evaluation process. With Applied Insurance to Value (ITV), easily see annual inflation factors, current information and images about nearby properties and neighbourhoods.
Data PreFill

Save up to 10 minutes with Applied PreFill. By entering a customer’s driver’s license number, Applied PreFill fills in the information from previous insurance policies directly into the form.
Sales Reporting

Keep track of sales opportunities, pipeline and lead follow-ups through automated reports.
Management System Integration

Easily flow information from your daily workflows to Applied Rating Services with integration with your management system.

What's New

Lead Management Security

Lead Management Security

Workflows controls can now be set to send internet leads to a specific branch, enhancing customer privacy and data security.
Multiple Insurer Group Plans

Multiple Insurer Group Plans

You can now quote with multiple Carrier Group Tiers defined at the same time in Applied AutoRater and Applied PropertyRater, saving time by not having to quote one at a time.
Gender Inclusivity

Gender Inclusivity

A new option for “Gender X” has been added to the gender question to align with provincial licenses and provide inclusivity in the service process for all consumers.
Home Based Business Rating

Home Based Business Rating

Home Based Business can now be rated in Applied PropertyRater, enabling you to respond to shifting customer demands for work-from-home coverage.
On-Demand Carrier Credentials

On-Demand Carrier Credentials

Company credentials for RateBridge can now be managed in the Quote menu in Applied AutoRater and Applied PropertyRater to reduce flipping between multiple screens and password change issues.