Run rates on the call. Not in another tab.
Press Run rates on the dialer and the rater opens in your CRM, with live, accurate rates pulled directly from the insurance carriers. One less subscription to pay for.
Quoting cost you a subscription and a hold.
Another bill every month
A quoting tool, paid for on top of the CRM you already pay for, just so you can tell a caller what coverage costs.
Another app mid-call
The caller asks the price and you ask them to hold while you switch apps, sign in and find your place again.
Numbers that drift
Saved rate sheets go out of date. A price you quote from last month’s sheet is a price you may have to walk back.
One button. Live carrier rates.
The rater is part of your PolicyTek CRM, and the dialer has a button that takes you straight to it.
Take the call
You are on the PolicyTek dialer with a caller who wants to know what coverage costs.
Press Run rates
The button sits on the dialer. It opens the rater inside your CRM, so there is no other app to sign in to.
Quote the live number
The rates come straight from the insurance carriers, live, at the moment you run them.
Live, accurate rates, pulled from the insurance carriers. Not a saved sheet and not an estimate, so the number you quote is the carrier’s number today.
She asks what it costs. You tell her.
No hold music. No second app.
A final expense caller in Texas wants to know what $10,000 of coverage would cost her. Before, that meant a hold while you opened your quoting tool.
Now you press Run rates on the dialer. The rater opens in your CRM, you run it, and you read her live carrier rates while she is still on the line.
- Rates pulled live from the carriers
- Run from the dialer, inside your CRM
- No separate quoting subscription needed
Names and prices in the example are illustrative.
The questions agents ask.
Where do the rates come from?
Directly from the insurance carriers, pulled live at the moment you run them. They are not a saved rate sheet or an estimate, so the number you quote is the carrier’s current number.
Do I still need a separate quoting subscription?
Not to run rates. The rater is built into the PolicyTek CRM, so the quoting tool many agents pay for every month on top of their CRM is one you no longer need for this.
Where is the Run rates button?
On the dialer. Press it during a call and the rater opens in your CRM, so you can quote without putting the caller on hold to switch to another app.
Is the rater only for calls?
The button lives on the dialer because that is where the question usually comes up, but the rater itself is part of your CRM.
Read the announcement on What’s new.