Comparative rating is a critical capability for your agency. You need the ability to deliver a rate while your customer is on the phone. Xanatek Connect integrates with a variety of external raters as well as our built-in solution, XanaRate. You choose the comparative rater that works best for you.
Our system works seamlessly with the rater you choose, pulling the information you enter into the management system. You can even create notes and tasks for follow-up. And the integration works both ways. When you’re rating a renewal, it easily pulls information from Connect into the rater with no rekeying.
|Category||Quoting Systems/Comparative Raters|