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PL Rating VS Redtail CRM

Compare PL Rating VS Redtail CRM and see what are their differences

Freshsales CRM
A full-fledged CRM for high-velocity sales teams. featured
Contents:
  1. » Base Details
  2. » Videos
  3. » Reviews
  4. » Alternatives

PL Rating logo PL Rating

Underwriting & Rating

Redtail CRM logo Redtail CRM

Redtail is a web-based client relationship management solution for the financial advisors.
  • PL Rating Landing page
    Landing page //
    2023-02-14
  • Redtail CRM Landing page
    Landing page //
    2021-09-26

PL Rating videos

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PL Rating: Compare multiple carriers, all in real time.

Redtail CRM videos

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Day-to-Day Habits: Using the Redtail CRM Daily

Category Popularity

0-100% (relative to PL Rating and Redtail CRM)

PL Rating

Redtail CRM

CRM
77 77%
CRM
23% 23
Finance
0 0%
Finance
100% 100
Insurance Administration And Management
100 100%
Insurance Administration And Management
0% 0
Business & Commerce
50 50%
Business & Commerce
50% 50

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What are some alternatives?

When comparing PL Rating and Redtail CRM, you can also consider the following products

BriteCore - Cloud based insurance & claims management solution

Salesforce Financial Services Cloud - Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.

PolicyCenter - Guidewire PolicyCenter empowers property and casualty insurers to meet the needs of a rapidly changing industry with efficient underwriting and agile policy.

Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...

QuoteRush - Underwriting & Rating

SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.

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