RateFactory

Information Technology and ServicesCalifornia, United States0-1 Employees

RateFactory operates in the IT services and IT consulting space, providing an online platform that enables brokers and general agents to instantly quote small group ACA rates across all carriers and plans available in a given market. The platform supports agency branding, easy census uploads with minimal data entry, and the generation of new business and renewal proposals in under a minute, with on-site or in-field rating capabilities. Its underlying value lies in accelerating the quoting process and ensuring accuracy by verifying employer addresses against a national database, while modeling contributions by percentage or amount through an interactive online spreadsheet. Based in Mission Viejo, California, RateFactory serves professionals in employee benefits and technology who need a streamlined, end-to-end rate modeling and presentation tool. The company positions itself within the IT services and consulting sector, focusing on benefits technology and quick, on-demand quoting for small group ACA plans. A notable development in its history is the 2019 acquisition by Zywave, Inc., which integrated RateFactory’s rating engine with Zywave’s sales management and client delivery solutions.

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