Vlocity Quote, Rate & Apply
Vlocity’s quote-to-bind solution includes product modeling tools, a robust metadata-driven rating engine, and a rules engine for automated underwriting, allowing you to accelerate your new business transactions with streamlined digital experiences and straight-through processing -- all from the Salesforce platform.
Insurance carriers and MGAs across all lines of business (Life, P&C, Group, Speciality)
What is your best success story?
Farmers quickly implemented Vlocity's Digital Quote, Rate & Apply solution for their agents quoting business owners policies. Using tracking analytics they were able to analyze areas of difficulty and then adjust questions and answers to streamline the process. Quote turnaround time was reduced by half and quote flow increased significantly. In addition, the fully mobile solution enabled nearly two product upgrades delivered in the first six months.
What makes your product great?
Like all Vlocity solutions, Quote, Rate & Apply is 100% cloud based, and built and run on the Salesforce platform. It can be deployed quickly without code and easily integrate with legacy systems or 3rd-party data sources.