Quote, Rate & Apply
Transform Policy Quotes with OmniChannel Digital Experiences and Agile Product & Rating Administration
Vlocity Digital Rate & Apply enables carriers to modernize their new business processes into dynamic digital experiences. Vlocity empowers interaction designers and product leaders to create elegant quoting interactions for consumers, brokers and agents across any device - computer, tablet or smartphone.
With Vlocity, your systems will no longer constrain your competitiveness and creativity in bringing new coverages to market. With easy administration of product definitions, rating algorithms and document templates, Vlocity enables a new insurance solution to move from approved concept to live quote in no time. You’ll have the agility to compete with the latest Insurtech start-up, without all the custom development.
Vlocity Extensible Product for Product design and management
Vlocity OmniScript for needs analysis, quoting, and applications
Vlocity Rating for policy pricing
Vlocity Contract Management for proposals and contract generation
Vlocity Intelligence for cross-sell recommendations
Vlocity DocuSign for digital signatures
Vlocity DataRaptor for data transformation and integration
- Straight-through processing of the quote-to-bind process
- Code-free set-up
- Omnichannel deployment
- Full integration with the Salesforce platform
- Fast time to value and lower total cost of ownership from the cloud