CCiRater
CCiRater is a comprehensive comparative rating and policy management software for insurance agents, enhancing quoting and client management efficiency.
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Description
CCiRater is a Windows-based comparative rating and policy management software developed by CCiComputer Services, Inc., specifically tailored for personal lines insurance such as automobile, homeowner, dwelling, mobile home, and motorcycle. This software streamlines the quoting process using its innovative EasyApp™ feature, allowing agents to generate quotes quickly and efficiently.
Key functionalities include comprehensive underwriting support, integration of carrier credit scores, and access to motor vehicle reports. Furthermore, CCiRater offers a robust policy management system, enabling users to effectively store client quotes and policies, manage client contacts, and produce detailed reports for agency performance analysis.
Available in various states, CCiRater is accessible via a 14-day free demo for prospective users. The company prioritizes customer support, providing various online resources, a dedicated sales team for inquiries, and product support options.
In addition to CCiRater, CCi offers CCiForms Online, which is a cloud-based forms management system designed for insurance agencies, facilitating document management, client interaction, and extensive reporting capabilities. This service starts at $19.95 per month and includes features such as automatic producer signatures and mobile application access.
The combination of CCiRater and CCiForms Online provides a comprehensive solution for insurance agents, enhancing their operational efficiency and service delivery.
Features
Fast Quoting
Utilizes EasyApp™ for quick and efficient insurance quoting.
Comprehensive Underwriting
Supports in-depth underwriting processes to ensure accurate risk assessment.
Policy Management
Allows users to store and manage client quotes, policies, and contacts seamlessly.
Motor Vehicle Reports
Integrates motor vehicle reports for better underwriting and risk evaluation.
Extensive Reporting
Provides detailed reporting capabilities to help agencies assess performance and client interactions.
Cloud-Based Forms Management
CCiForms Online offers document uploads and management for enhanced agency efficiency.
Mobile Application
Access CCiForms features through a mobile app for on-the-go management.
Support Resources
Access to a dedicated help portal and remote assistance options for user support.
Tags
Documentation & Support
- Documentation
- Support
- Updates
- Online Support