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Compulife Quote Software Erfahrungen

Über Compulife Quote Software

Angebotserstellung für Lebensversicherungen für deinen PC, dein mobiles Gerät und deine Website.

Erfahre mehr über Compulife Quote Software

Vorteile:

Incredibly powerful tool to help clients and make money.

Nachteile:

The only thing I don't like is not having Table ratings but they are working on adding it very soon.

Bewertungen zu Compulife Quote Software

Durchschnittliche Bewertung

Benutzerfreundlichkeit
4,9
Kundenservice
4,9
Funktionen
4,9
Preis-Leistungs-Verhältnis
5,0

Weiterempfehlungsquote

9,8/10

Compulife Quote Software hat eine Gesamtbewertung von 4,9 von 5 Sternen basierend auf 62 Nutzerbewertungen auf Capterra.

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Nutzerbewertungen filtern (62)

Gerry
Gerry
Professional Licenses in USA
Verifizierter Nutzer auf LinkedIn
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

I have used Compulife Software for over 25 years (it was DOS back then). Best product out there.

5,0 vor 6 Jahren

Vorteile:

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.

Nachteile:

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

Dave
Dave
Vice President of Marketing in USA
Verifizierter Nutzer auf LinkedIn
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Quickest, easiest way to compare multiple insurance companies prices for client presentation.

5,0 vor 6 Jahren

Vorteile:

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.

Nachteile:

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.

Crystal
Crystal
Executive Assistant in USA
Verifizierter Nutzer auf LinkedIn
Restaurants, 11–50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Great tool for insurance agents

4,0 vor 5 Jahren

Vorteile:

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

Nachteile:

Did not encounter any problems or things I did not like

Richard Dick
Richard Dick
President in Kanada
Verifizierter Nutzer auf LinkedIn
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

The Only System You Need

5,0 vor 5 Jahren

Kommentare: 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.

Vorteile:

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.

Nachteile:

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

Rufina
Rufina
Insurance Agent in USA
Verifizierter Nutzer auf LinkedIn
Versicherung, 10.000+ Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

An invaluable tool for presenting options to our clients/prospects.

5,0 vor 6 Jahren

Vorteile:

CompuLife enables us to serve our clients and prospects better by allowing us to show our customers a comparison of several companies and products in just a few minutes. It less us become more efficient because we’re able to answer any questions they might have right then and there. The ability to customize companies and products quoted as well as the preferred health analyzer is such a useful feature because then I can tell my customer why one option is better for them than others. Bob Barney and his team at CompuLife are great at keeping their users informed and updated so we can provide the best service to our own customers. They are always easy to reach out to and having that sort of direct access to the actual people who are at the helm of the product’s development is a great value for us.

Nachteile:

A more modern look to the graphics would definitely be nice. However, as I understand they purposely keep it simple that way to make it easier for people using various technology platforms to be able to have the exact same user experience.

Robert
Robert
Life Brokerage Manager in USA
Verifizierter Nutzer auf LinkedIn
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Been using Compulife for many, many years. It's the quickest way I know to run life insurance quote

5,0 vor 6 Jahren

Vorteile:

I've always liked the expansive list of carriers and the ease by which a quick quote can be generated. The toggle switch is a great feature which allows me to check other carriers that I am not currently contracted with. In my opinion, Compulife is the best and fastest life insurance quote engine on the market and perfect for any Agent, General Agent or Brokerage General Agent.

Nachteile:

There is nothing about Compulife software that I dislike. Having access to a life insurance quote engine that automatically updates and provides accurate quotes with the least amount of effort is all I ask for. Compulife fits the bill economically.

Bob
Bob
Owner in USA
Verifizierter Nutzer auf LinkedIn
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

We have been using Compulife for many years and would not change

5,0 vor 6 Jahren

Kommentare: Best way to provide accurate quotes for term and UL product comparisons.

Vorteile:

The software includes many features that most agents will ignore like conversion option end dates for term products, and guaranteed UL premiums to 85, 90, and 100. It is not easy to get information like that from most carriers and CSR has done a spectacular job providing these details.

Nachteile:

It can take some time to figure out the best way to use the software as there are many ways to present the quotes. I suggest calling cust support for guidance as to how to use the software for your particular practice as he can send you some examples that will work for you.

Mike
Mike
Owner/agent in USA
Verifizierter Nutzer auf LinkedIn
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

I have used the Compulife software personally for over 20 years and give it a huge thumbs up!

5,0 vor 6 Jahren

Vorteile:

I like everything about the software. It is able to search and show me the best policies for my customers in seconds. It is also mobile friendly. It allows me to save huge amounts of time comparing policies. The customer service is outstanding. It has helped me earn thousands of dollars of the course of my career. It is very cost effective. I can't say enough good things about Compulife.

Nachteile:

I honestly can not thing of anything I like least about this software. The ease of use, the price, the time saved, the customer service are all top notch.

John Roland
John Roland
Independent Life Insurance Advisor 506-650-2637 in Kanada
Verifizierter Nutzer auf LinkedIn
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Compulife Quote makes my job easier.

5,0 vor 6 Jahren

Vorteile:

It's fast, easy to use and accurate. Rate and product updates are frequent and automatic. It has paid for itself with leads I have received from term4sale.ca. Compulife web software allows my prospective clients to get initial quotes from my website. Support is excellent. It's easy to talk with a real person if necessary, but most questions are quickly answered by email. I consider it an essential tool for my business to grow.

Nachteile:

I have no "Cons" to report. The software is everything I need it to be.

Gordon
Gordon
Vice President, Professional Life Insurance Specialist in USA
Verifizierter Nutzer auf LinkedIn
Versicherung
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Best life insurance quoting software available

5,0 vor 6 Jahren

Kommentare: makes my job much easier

Vorteile:

Been using compulife for over 20 years now. Makes doing business much easier for me and I have not found any other quoting software that offers quotes from as many companies as compulife. Team provides excellent customer service.

Nachteile:

Would like if they provided table ratings for all companies they quote as I know of one of their competitors that does, but this competitor only quotes much fewer insurance companies/rates.

Byron
CEO/Founder in USA
Versicherung, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Incredible product. Amazing value.

5,0 vor 4 Jahren

Kommentare: I've been a subscriber since the early 1990's. The product has always been easy to use, and incredibly valuable in my practice. Ownership is responsive (yes, the [SENSITIVE CONTENT HIDDEN] actually picks up the phone when you call them), and they listen to all feedback. Much of my feedback has been the catalyst for improvements to the product over the past 30 years. What amazes me is that the product provides so much information for so little money, it's hard to fathom any independent life insurance agent not having it. In the rare instances when I have found a discrepancy between Compulife software, and a particular Insurance company's software, 90% of the time (and I know this is hard to believe), Compulife has been correct and the carrier's OWN SOFTWARE was wrong about their own pricing. I am eternally grateful to [SENSITIVE CONTENT HIDDEN] and Compulife for making my life easy as I demonstrate to clients that I have access to pricing, features, and ratings information on hundreds of life insurance products so that I, and my agents, can make meaningful recommendations as to which represent the best values. Compulife makes it easy to look like a genius. If you're equivocating, feel free to contact me and I can share my experience.

Vorteile:

Easy to learn. Easy to use. Incredibly powerful tool to help clients and make money.

Nachteile:

I have no complaints whatsoever. Product is fabulous.

Bill
President in USA
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

I have 28+ years as a life general agent and depend on the Compulife software daily.

5,0 vor 6 Jahren

Kommentare: It helps us show consumers that we do our shopping for them. We can show not only carriers we represent but if needed can refer them to a carrier who may better address their needs. Having CL as a resource makes us better at our job of insuring families and businesses.

Vorteile:

Compulife's regular updates keep me informed, up to date and in the best position to serve our agents, clients and prospects. Underwriting input is also available for quick rate class qualifications. It is a simple product to learn and use. Comparisons can be easily adjusted for short quotes to all years type of output. Compulife's competitive pricing makes it easy to afford and with a free trial available I often refer agents I work with so they too can compare term and UL rates.

Nachteile:

It would be "nice" if all carriers would simply "get on board" and provide rate updates, underwriting criteria and forms directly to Compulife. Many/most carriers do it for at least one competitor even pay to have their information kept current. Compulife simply does it for the agents to best serve their clients and prospects. Come on carriers, get on board with Compulife!

Dayne
Owner/producer in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

A CAREER saver-and the best tool in your 'toolbox'!!

5,0 vor 5 Jahren

Kommentare: Compulife gives me a 'one stop shopping' capability with prospects that, to my knowledge, is not available anywhere else... I don't want to give away my 'secrets', but if not for Compulife, I'd probably have ended up as a greeter at WalMart....'nuff said? Keep up the good work, guys... it is appreciated more than you know.

Vorteile:

Ease of use and the fact that, in over 18 years since I first began using Compulife, even though I'm sure much has changed on the 'backend' of the program, the front end or 'user face' hasn't, meaning old gods like me don't have to learn new tricks! Service from Customer Rep and 'company' has been excellent and consistent. I cannot tell you how many sales (some VERY large 5 figure ones) were made using Compulife. If you don't have it, well, that's YOUR loss...

Nachteile:

Honestly, after being out of the biz for about 10 years (for personal reasons) and just coming back, I have yet to find anything I didn't like... it's still the same- nothing 'new' to learn! I believe a tool to show people the actual 'APR' savings of going ahead with an annual premium versus monthly would be nice, but hey- you can't have it all, right?

Joseph
Financial Security Advisor in Kanada
Finanzdienstleistungen, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great software that is simple to use and gets the result in a few seconds.

5,0 vor 6 Jahren

Kommentare: I was able to generate more business with limited efforts.

Vorteile:

I cannot begin to tell you what this software has done for my business. I started using it 30 years ago when everyone was selling life insurance with rate cards. I would walk in with this software on my laptop and would be able to illustrate many companies and products in a few minutes - something that took much longer with rate cards. To this day, the software is a powerful tool in my arsenal that has evolved over the years. Clients are impressed when I use the Compulife software in their presence and questions are answered quickly and efficiently.

Nachteile:

The software does what it is supposed to do when you want to illustrate life insurance or critical illness costs. It cannot do things like projecting the fund value for a Universal Life based on a certain premium payment. Once Compulife identifies the product with the best cost of insurance, I can then go that that insurer's illustration software and produce the illustration.

Richard
independnet broker in Kanada
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Excellent tool that I use daily

5,0 vor 6 Jahren

Vorteile:

I am an agent in a 11 agent agency, and we all use COMPULIFE, and rely on its accuracy, and so far have found the rates to be accurate compared to the insurance companies' own illustration software. The odd time when there has been a glitch, The support team has been very quick to resolve the issue. I particularly like being able to display all of the term and permanent rates for an individual or couple, multi-life, joint first, etc.

Nachteile:

I am an agent in a 11 agent agency, and we all use COMPULIFE, and rely on its accuracy, and so far have found the rates to be accurate compared to the insurance companies' own illustration software. The odd time when there has been a glitch, The support team has been very quick to resolve the issue. I particularly like being able to display all of the term and permanent rates for an individual or couple, multi-life, joint first, etc.

robert
Insurance broker in USA
Finanzdienstleistungen, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

I have used Compulife for many years this software program and the people who own it are outstanding

5,0 vor 6 Jahren

Kommentare: I use it for many times during the day to run quotes. Although I have other quoting software in the office that I use to check quotes, I always double check them with Compulife. If there is a discrepancy it is with the other programs and not Compulife.

Vorteile:

This quoting software is reliable and the quotes it provides are up to date and accurate. It is an "all in one" package. I can quote quote one particular company I am interested in or the extensive companies in the program. It is absolutely the best quoting software program out there. If I have questions I can always email or call Compulife and I will always receive a prompt reply. Compulife has made my life easier and is one of the most important tools I use as an insurance broker.

Nachteile:

I honestly cannot think of anything I do not like about Compulife. What do I like least, what do I like least? I am drawing a blank, I love the program.

Mark
Independent Financial Services Professional in USA
Verifizierter Nutzer auf LinkedIn
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

INDISPENSABLE TOOL FOR NON-CAPTIVE LIFE UNDERWRITERS

5,0 vor 5 Jahren

Kommentare: I have had occasion to speak our customer service reps many times, what with computer additions, OS changes and more, and their answers are always right, and always quick. I signed up for the next SIX years, just so I wouldn't have to think about billing and the like. I wouldn't think about signing up for six years to buy Boy Scout cookies from one of my sons, but I did so with Compulife!

Vorteile:

I have been in the business for four decades. I have been using Compulife for over 20 years, going back all the way to the floppy disk delivery. I could not be happier with the information provided, the customer service, the accuracy, and the value it provides to my clients. I don't see how I could provide proper service without this unbiased, non pop-up, non time-wasting Insurance comparison software. I invite anyone to write for information. I don't know a thing about information services help, but I am happy to regale the product. No compensation, no charge.

Nachteile:

Wish they could come up with something to compare cash-based/cash-value/permanent products, but that's certainly a practical impossibility - but they come close with an option to compare various NLG/non-fixed "Long Term/Permanent Term" contracts with just 1 button/Icon."

Bryan
President in USA
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

We've been using Compulife for over 14 years. It is my go-to term quoter.

5,0 vor 6 Jahren

Kommentare: It is a huge time saver. I can run several quotes per minute even if they have some minor health or build issues.

Vorteile:

I have the Compulife Quotation System open all day. It is extremely user-friendly and I can fire off quotes in seconds. Compulife does a great job keeping rates up to date as carriers make changes. The Preferred Health Analyzer is another key feature that helps me take the guesswork out of how to accurately quote someone with family history or questionable build, as well as other minor impairments, etc.

Nachteile:

I wish all of the insurers would get on board with some of their UL solves, like short pay (10-20pay) or limited guarantees (A95 or A100 vs. A121) on their permanent products. Those not showing are really missing out.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Easy to use product with fantastic customer service

5,0 vor 6 Jahren

Kommentare: It allows to me stay up to date with every single company and all the underwriting and premium changes, including sorting by build, family Hx, and other UW factors. No more binders with UW guides, I only use CompuLife.

Vorteile:

It's easy to use and reliable. We've used CompuLife since the mid-90s and appreciate the consistent excellent service and accurate information. The customer representative are incredibly responsive and have a great product.

Nachteile:

Nothing to dislike, it works perfectly for me. Some people might see the interface as somewhat DOS based, to me this is a good thing as it is fast to load and quick to work, not wasting a lot of computer energy on pretty pictures, it's simple.

elBAZ
freelancer in Marokko
Schreiben & Editieren, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Best& Excellent Product

5,0 vor 2 Jahren

Vorteile:

Excellent developer support. Responsive through smartphone or electronic mail when (rarely!) troubles do come up. Push updates as often as each day shall we me realize that my fees are as much as date. Explanations of adjustments on the ones updates are every so often greater well timed than direct service verbal exchange approximately pricing change.

Nachteile:

An replace to output pics and font is probably nice. However I do recognize that it's been designed for ease of use via way of means of many customers of diverse capabilities and ranging era platforms

Thomas
President in USA
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Over 20 years and I have tried others, this is the best and easiest to use.

5,0 vor 6 Jahren

Kommentare: Being able to have unbiased access to over 100 companies on lots of different policy types and the other features for needs analysis is beyond what other service provide.

Vorteile:

Easy to use, totally unbiased in presentation. Being able to present to the customer a spread of 12 companies is about as good as it gets. All of the additional features makes selling larger amount of insurance really easy. For a salesman and not an order taker it is excellent!!!!!!!!!!!!!!!!!!

Nachteile:

After twenty years of using this product, I can tell you that anyone who complains hasn't tried to use it to its' full capability. I goes far beyond just giving term insurance quotes.

Bernerd
President in USA
Finanzdienstleistungen, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

As one of the first users of Compulife in the 80's i can say Use the best, forget the rest.

4,0 vor 6 Jahren

Kommentare: saves time which is money and you make money.

Vorteile:

Ease of use. versatility, accuracy, pick 12. it is NEVER incorrect. do yourself a favor and buy it NOW. if you sell term insurance a lot or a little it'll be the best money you spend on support software. if you like forthrightness and honesty he is your man.

Nachteile:

let me think about it, ok, i've thought about it. there is nothing about Compulife that i dislike. our office has done hundreds of thousands of illustrations over the last 33 years using it and written tons of term. get it, use it. you'll make money.

Stephen
Brokerage Directore in USA
, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

I've been using Compulife for 16 years and find it more helpful/accurate than competing software

5,0 vor 6 Jahren

Vorteile:

Besides customizing carriers, I use the software to price permanent insurance which narrows my search when designing permanent cases. Compulife's personnel have always been quickly available to help with IT issues AND training. There's a lot of functionality On Page 2, or 3, the summary of modal premiums (very accurate) and conversion periods are extremely important to me and the agents of my firm.

Nachteile:

I can't run table rated cases but I have iPipeline as a secondary quoting system as a backup for the table rated cases

Jack
CPA (Inactive), CLU®, ChFC®, RHU® in USA
Versicherung, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Any customer-focused life insurance sales professionals should be using this software.

5,0 vor 6 Jahren

Kommentare: I am able to easily furnish my prospective clients and clients with life insurance premiums and show them that I shopped the marketplace. I can do this all in one place.

Vorteile:

Accurate quotes, timely updates, low subscription cost, timely and helpful customer service and added value in the form of ability to participate in an insurance leads program.

Nachteile:

Nothing. I have been a subscriber for 25+ years and plan to remain one as long as I am in practice. This software will show your clients that you are a professional and looking out for their best interests.

Edward
Owner in USA
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

CompuLife is a trustworthy and reliable company. Value well exceeds cost!!!

5,0 vor 6 Jahren

Vorteile:

The software enable the agent to run a quote thru various carriers in one shot. This enables the agent to compare the various costs of the various carriers. You can print this out for an honest presentation. I've had my license for over 20 years, I regret not knowing about this sooner.

Nachteile:

No issues with the software, this issue is with certain carriers that do not participate. Most of your whole life carriers are not available on the site, again it has nothing to do with compulife. I know I called the carriers.