I had not been in for a while- about… I had not been in for a while- about two years. Last itme I went in I couldn't find certain things so I gave up. I went in now and was able to move around very easy. Will definitely continue using.

Once they lock you in a contract Once they lock you in a contract, experience goes down hill fast. Pl rater, 5 mos ago kept giving errors, can't quote dwellg in CA, can't bridge, can't this and that and none of this was disclosed at sales. So busy agents endlessly calls into tech support to try and get software to work. You would manually need to copy paste infos in PL so where's the time savings and purpose of this purchase? Awaiting manager to return detailed email of a list of issues since day one. Yeah, can't wait to cut contract short. Wasted a lot of time.

Customer document management This is the worst customer service-oriented company I have ever worked with. I'm not sure how they got the contract to work with the California State Department of Insurance, but what a mistake that is as it relates to workflow and customer service. I've sent multiple documents multiple times to the new producer document portal, and they don't have them. I just received a notice that my application for a third copy of the documents is pending. Absolutely the worst customer experience I have ever had to deal with

The product worked, but They charge you to retreive your own data The product worked, but what I am unhappy about is that it costs $1500 for me to get a back up of my data, when I want to switch providers. There was nothing in the contract about the cost of getting my data. I know another company only charged $250 for a second copy and the first was free. So in other words they are charging me for my own data. What a rip off. I wouldn't use them or recommend them, just for this reason.

Lots of room for improvements Their mgmt system is easy to use. PL rater hasn't worked for 4 months for home and they keep wanting you to pay in full for their service. Emails to staff gets unanswered after multiple times. Like those have said, seems like they are happy and quick to take money but underservicing when it comes to tech support. They said they will open endless tickets which means nothing gets done for months while you pay.