Call receivedSource and campaign identified
BUILT FOR LIFE INSURANCE AGENTSStop paying for
Stop paying for
a generic CRM.
Run leads, calls, messages, quoting, underwriting, follow-up, and production from one insurance-specific system. The core CRM is free. Add the power you use.
$0 core CRM Insurance-specific workflow No credit card required
Best-fit plan identifiedClient fit + underwriting + value
$841.12 commissionCompensation shown with quote
ONE CONNECTED SYSTEM
From prospect to placed policy—without the gaps.
Every lead, conversation, quote, commission, application, and next step stays connected so you can move faster and always know what matters next.
QUOTE
Know what fits. Know what it pays.
Compare eligible products, premiums, underwriting paths, and compensation in one clear view.
Explore the platformLEAD INTELLIGENCE
Know who you’re calling—before you call.
QuoterIQ enriches each lead with permitted context, verifies contact information, surfaces relevant social profiles, and prepares useful conversation signals for the agent.
- Identity and contact verification
- Household, location, and life-stage context
- Verified social profiles and channel signals
- Suggested conversation angles and next actions
Suggested openingLead requested family protection information. Begin with coverage priorities before discussing products.
OUTREACH PROTECTION
Know the risk before you make contact.
Integrated Blacklist Alliance screening helps agents identify DNC records, consent concerns, and elevated litigation risk before calls or messages are sent.
INTEGRATED WITHBLACKLIST ALLIANCE
Screening supports compliance and risk-management efforts. It does not constitute legal advice or guarantee compliance.CHECK 1DNC status
ClearCHECK 2Consent & suppression
ClearCHECK 3Litigation-risk screening
ClearCHECK 4Secure retention policy
ProtectedEnrichBuild useful context
ScreenCheck outreach risk
ContactUse tracked channels
RecordKeep an audit trail
INTELLIGENT QUOTING
Help the client choose. Help the agent win.
Quote multiple carriers, screen product eligibility, compare plan structures, and see compensation beside every result—without losing sight of client fit.
Carrier eligibilitySee what the client is likely to qualify for.
AI underwriting guidanceGet questions and next steps while quoting.
Compensation visibilityUnderstand projected earnings in real time.
CALLING & COACHING
Turn every lead list into conversations.
Screen, dial, coach, record, and follow up from one workspace. Every call automatically becomes part of the client record and the next action.
Power through the listPower dialing, local presence, voicemail drops, dispositions, and automatic call logging.
Coach while it countsLive prompts, objection guidance, underwriting questions, and compliance reminders.
Improve every conversationRecordings, transcripts, call scoring, talk ratios, and post-call coaching.
AUTOMATIC INBOUND CALL CAPTURE
Every call becomes a contact, a record, and a next action.
Calls from ads, lead vendors, direct mail, referrals, and your website flow directly into QuoterIQ. The system identifies the caller, stores the recording and transcript, summarizes the conversation, updates the pipeline, and triggers follow-up.
- Unknown callers become new contacts automatically
- Existing records update without duplicate entry
- Source, campaign, appointment, and outcome stay connected
VIDEO PRESENTATIONS
The client sees the presentation. You see everything you need to close.
Meet, present, compare quotes, and move into the application without leaving QuoterIQ. Private scripts and live AI guidance stay visible to the agent—not the client.
- Hidden presenter notes and sales scripts
- Screen, quote, and document sharing
- Live AI prompts and objection support
- Recording, transcript, summary, and next steps
QUALITY CLIENT FOLLOW-UP
Keep the relationship moving long after the sale.
QuoterIQ builds thoughtful, consistent client care into the workflow—without making the agent remember every birthday, referral request, review, or callback.
Real-world birthday touches
Automatically trigger personalized birthday postcards—not just another email buried in an inbox.
Referral requests at the right moment
Ask satisfied clients for introductions automatically after placement, positive interactions, or policy milestones.
Every call has an answer
AI voice agents answer clients and leads, collect what they need, schedule an appointment, or transfer the conversation.
Service that schedules itself
Offer policy reviews, callbacks, and support appointments based on agent availability and client needs.
THE WHOLE BUSINESS, CONNECTED
One workspace. Every motion.
One inbox for every client conversation.
SMS, email, calls, notes, consent, underwriting, and pipeline context stay together.
Build the follow-up once.
Let workflows handle the repetition.
AI Voice AgentAnswering a client call
Understanding request · Scheduling service appointment
Always-on conversations.
Answer clients and leads, qualify, collect, schedule, transfer, and record.
See every opportunity—and what moves it forward.
Pipeline health, stale deals, next actions, lost reasons, and premium by stage.
THE COMPLETE PLATFORM
Everything an agent needs to sell and serve clients.
Quote-to-application
Prefill client data, launch carrier forms, collect signatures, and track outstanding requirements.
Agent calendar
Booking links, callbacks, client meetings, availability, reminders, and intelligent scheduling.
Documents & policies
Secure applications, policies, carrier forms, licensing records, disclosures, and renewal files.
Lead marketplace
Buy opportunities, receive them instantly, enrich and screen them, then measure source-to-sale results.
AI role-play
Practice objections, underwriting scenarios, discovery, and closing with realistic simulated prospects.
Underwriting intelligence
Carrier-specific guidance, medication questions, eligibility signals, and alternative paths to placement.
Omnichannel outreach
Email, SMS, phone, LinkedIn context, templates, consent, and complete communication history.
Client portal
Secure uploads, quote review, application progress, appointments, policies, and service requests.
SECURITY & DATA GOVERNANCE
Client data belongs in a protected system—not scattered across inboxes.
QuoterIQ is built around controlled access, activity records, and defined data-retention practices—helping insurance professionals reduce unnecessary exposure while staying productive.
Controlled access Activity and screening records Secure client-data handling Retention and deletion controls
Specific compliance and certification claims should be evaluated against your requirements and QuoterIQ’s current documentation.CHOOSE HOW YOU START
Start free. Add only what helps you sell.
Use the core CRM at no monthly cost, subscribe to the Quoter by itself, or move into the complete agent platform as more tools become valuable to your business.
CORE CRM
$0
Unlimited core access
- Contacts, leads, and pipeline
- Tasks, appointments, and follow-up
- Client activity timeline
QUOTER ONLY
$19.99
per month · or $120 annually
Save 50% with annual billing
- Multi-carrier life quotes
- Side-by-side plan comparisons
- Save, reopen, and share quotes
FULL AGENT STACK
≈ $49
per month + usage
- Quoter included
- Phone, SMS, email, and integrations
- Premium AI tools as released
THE INSURANCE OPERATING SYSTEM FOR AGENTSOne place to sell.
One place to serve.
Start with the free insurance CRM and add the Quoter, communications, integrations, and premium tools as your business grows.
$0 core CRM · No credit card required