Quoting & Case Submissions

RATECentric’s quoting and case submission platform is customizable and scalable based on the carriers’ individual needs. We facilitate and enhance our client’s existing sales cycle, provide the ability to streamline quoting, and view all cases and producer activity to gather business intelligence across all group sales channels.

RATECentric’s Platform delivers proven client outcomes:

Reduce sold-policy processing costs by 75% to dramatically increase profitability in the small group market.

Shorten the policy issue time from 3-5 weeks to a matter of hours.

Increase producers’ closing ratio by 400% through speed, accuracy, and responsiveness.

In Addition, Our Platform Allows for:

  • SaaS (Software as a Service) or Seat Model Pricing
  • Client branding customization
  • Easy employee census enrollment
  • The delivery of a multi-product rate page for multiple classes of employee groups
  • API capabilities to facilitate third party add-ons
  • Auto-populated case documents
  • Secure web-based system which captures enrollment data for case management and billing
  • Variable producer commission management


Are you ready to put the RATECentric platform to the test?

Contact Us …to learn more, request information, or schedule a demo.