Velocity vs RateFactory

Starting Price

Not provided by vendor Not provided by vendor

Best For

P&C MGAs, MGUs, Program Administrators, Wholesalers, Specialty Retailers, Small Carriers

Employee benefits brokers who sell small group policies and want dynamic software to handle more prospects and complete renewals early - no more back and forth with quoting and re-quoting.

Rating


4 / 5
(15)


4.5 / 5
(9)

Ideal number of Users

2 - 1000+

1 - 1000+

Ease of Use


3.5 / 5

5 / 5

Customer Support


4.5 / 5

4.5 / 5

Features & Functionality


4 / 5

4.5 / 5

Value for Money


4 / 5

4.5 / 5

Product Features

  • check Broker / Agent Portal
  • check Carrier Upload
  • check Commercial Lines
  • close Comparative Insurance Rating
  • check Customer Portal
  • check For Casualty Insurance
  • close For Health / Medical Insurance
  • close For Life Insurance
  • check For Personal Insurance
  • check Multi-State
  • check Multiple Line Rating
  • check Broker / Agent Portal
  • close Carrier Upload
  • close Commercial Lines
  • check Comparative Insurance Rating
  • close Customer Portal
  • close For Casualty Insurance
  • check For Health / Medical Insurance
  • close For Life Insurance
  • close For Personal Insurance
  • check Multi-State
  • check Multiple Line Rating

Screenshots

Capterra screenshot placeholder
Capterra screenshot placeholder

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • close Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

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Velocity vs RateFactory

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