THE TOOLS TO EXPAND YOUR HORIZONS
RateForce's cloud based platform provides insurance agents and carriers with the tools to streamline efficiency and increase sales of insurance products. See below for a closer look at some of our product features and how they will transcend the way your agency operates.
Web Rater
Our customer friendly web rater allows your customers get rates and purchase insurance from your website twenty four hours a day. Our customizable and responsive design allows your customers to shop for insurance from any device. Customers can purchase online or with an agent which will connect the customer automtically to your office phone with all the quote information ready to close. View Pricing
AgentAssist
AgentAssist, is true to its name and provides independent agents with all the tools to increase sales, improve customer communication and streamline efficiency. Cloud based tools include: comparative rating, SMS messaging, e-payments, electronic document signing and much more. AgentAssist delivers all the essential tools required to sell and service of customer policies and can be accessed on any device. View Pricing
Lead Campaign
Are you looking to increase production in your office? Now with our lead campaigns you can set the locations and times when you want to receive leads. You will get an instant flow of new prospects shopping for insurance in your search criteria. Once the leads enter your quote report you have access to Offer Better Rates with the click of button. View Pricing
SMS Integration
Communincate instantly with your customers via text messaging. All historical communication is recoreded in your chat log, included the ability to request vehicle photos and drivers licenses. Custom alerts allows you to receive text messages on your phone when a client tries to reach you. View Pricing
Online Payments
Our Stripe integration allows you to start accepting payments in minutes from any major credit card. Our platform will also allow you to send payment request via email or text message to customer who prefer to enter payment details on a secure web page. View Pricing
eSign
AgentAssist platform is tightly integrated with electronic signatures which to allow you to quickly prepare esignature forms, process endorsements and all paperwork is tracked and stored with customers file. View Pricing
Offer Better Rates
Using our quote report, agents can click the Offer Better Rate button which will allow them re-rate with all carrrier in office instantly. You can then select the best rate for the customer and send them a text and email of the quoted offer. This is tightly integrated with our sms text messages so if the customers replies to the offer you will get an immediate notification to complete the sale. View Pricing
1-Click Policy Reminder
AgentAssist's make improving customer retention as simple as clicking a button. Agent's can now send templated reminders for payments, missing vehicle photos, address corrections, vehicle registration, reinstatement, missing information, renewals and more. When policy reminder button is pressed, AgentAssist will send a text message, email and recorded phone call to the customer. View Pricing
Endorsement Tickets
Our web based endorsement ticket wizard will allow customers and agents to create new endorsement tickets right from your website or cell phone. The easy to use wizard walk through gathering of the required information for a policy change request. Once the change request is in the agents queue, they can communicate via text, capture payments and esign for the change. AgentAssist will handle sending customers a copy of their signed changes request as well as tracking length of time to complete and customer communication. View Pricing