Compare Compulife Quote Software и Cooper Rose Digital Full Suite

Benefits:

I love both the ability to customize quotes (companies quoted, products quoted, and a myriad of display options) and the preferred health analyzer.... Read more

I love both the ability to customize quotes (companies quoted, products quoted, and a myriad of display options) and the preferred health analyzer. For example, with the analyzer you can actually see why company 'X' won't offer a certain rate class by simply mousing over the red x next to the quote. I can tell my client that we need to go with company 'y' because the will give him P+ but for company 'x' his weight is too high or family history, or meds, or whatever will disqualify him for that rate. It's easy to use and a great tool. But Compulife is more than just software, it's Bob Barney and his team. Over the past decades Bob as always made him himself available to answer any questions or concerns. Being able to talk directly with the head guy provides value to me. There simply is no better product on the market.

Drawbacks:

Years back I had some 'eye candy' issues integrating the software into my website but that has been corrected for the most part now.

Summary:

Benefits:

Excellent developer support. Responsive by telephone or email when (rarely!) problems do come up. Push updates as frequently as daily lets me know ... Read more

Excellent developer support. Responsive by telephone or email when (rarely!) problems do come up. Push updates as frequently as daily lets me know that my rates are up to date. Explanations of changes on those updates are sometimes more timely than direct carrier communication about pricing changes. We have been recipients several times of the 10% discount offered for being the first to provide information about rate updates, the rare software errors, and underwriting criteria for the Preferred Health Analyzer function. That Preferred Health Analyzer is way easier & much quicker than going through the underwriting guides for every carrier. This is my Go To tool.

Drawbacks:

An update to output graphics and font might be nice. However I do understand that it has been designed for ease of use by many users of various abi... Read more

An update to output graphics and font might be nice. However I do understand that it has been designed for ease of use by many users of various abilities and varying technology platforms.

Summary:

Benefits:

Was a great way to get multiple quotes from one program. Saved time and gave customers the best comparison on insurance quotes.

Drawbacks:

Did not encounter any problems or things I did not like

Summary:

Benefits:

Compulife has always been found to be the most up to-date and reliable comparison system in the Canadian market. Whenever an error, such as listing... Read more

Compulife has always been found to be the most up to-date and reliable comparison system in the Canadian market. Whenever an error, such as listing a product incorrectly, has been discovered Team has always contacted the carrier to verify the facts and promptly corrected the matter when required.The program is very user friendly and an absolute necessity for any advisor.

Drawbacks:

Some carriers weren't cooperative in submitting details to be listed on Compulife.

Summary:

My agency has been an MGA since 1980 and was the first Canadian subscriber of Compulife. We have looked at and tried numerous other programs over ... Read more

My agency has been an MGA since 1980 and was the first Canadian subscriber of Compulife. We have looked at and tried numerous other programs over the years; but, always found Compulife to be the best. We have been involved in the creation of numerous products for various carriers over the past three decades and have always insisted any new product be launched on Compulife.