Who Uses This Software?

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.


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • RateFactory
  • www.ratefactory.com
  • United States

About RateFactory

RateFactory simplifies small-group account management for employee benefits agencies by providing one site to upload a census and instantly obtain comparisons with all carriers in the market. Both age-banded and composite rates are shown on the fully-editable, presentation-ready spreadsheets. Either print or electronically show small-group clients and prospects their options, being able to make changes dynamically, including managing employer contributions. Take back your holidays in Q4!


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RateFactory Features

  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Rating
  • Policy Management
  • Quote Management
  • Broker / Agent Portal
  • Carrier Upload
  • Commercial Lines
  • Comparative Insurance Rating
  • Customer Portal
  • For Casualty Insurance
  • For Health / Medical Insurance
  • For Life Insurance
  • For Personal Insurance
  • Multi-State
  • Multiple Line Rating

RateFactory Reviews


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