About RateFactory
RateFactory is a pricing software that helps businesses manage their pricing strategies effectively. It provides tools for price improvement, competitive analysis, and reporting so companies can make informed pricing decisions.
RateFactory Details
Vendor
Zywave
Year Launched
1995
Location
10100 W. Innovation Drive Suite 300 Milwaukee, WI 53226
Deployment
cloud, on premise, windows
Training Options
documentation, videos, live online, in person, demo, account manager, community
Countries Served
All Countries
Languages
English, Spanish, French, German
Users
Sales Managers, Project Managers, Finance Analysts, Account Executives, Marketing Specialists
Industries Served
Healthcare, Education, Finance, Retail, Manufacturing
Tags
Proposal Management, RateFactory, pricing, quoting, invoicing, sales, software solution, automation.
RateFactory's In-App Market Place
Does RateFactory have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Free trial
Free version
Request a quote
Promo Offer
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), CHF (CHF), DKK (kr), JPY (¥), NOK (kr), NZD (NZ$), SEK (kr)
Pros & Cons
- Highly specialized for insurance brokers, especially in health and group benefits quoting.
- Accurate, real-time quoting directly connected to insurance carriers improves efficiency.
- Multi-carrier comparison helps brokers present better options to clients quickly.
- Cloud-based system allows easy access and scalability for agencies of different sizes.
- Streamlines proposal creation and reduces manual workload in insurance workflows.
- Primarily focused on insurance, limiting use outside this niche industry.
- Pricing is not publicly disclosed, requiring direct vendor contact.
- Limited publicly available user reviews, making evaluation harder.
- May require onboarding and training for new users unfamiliar with insurance systems.
- Feature set may depend on integrations with broader platforms like Zywave ecosystem.
RateFactory's Support Options
Email Address
marketing@zywave.comContact
(855) 454-6100