Insurance quoting software
for health & life agentsSend better quotes. Close more deals.

Most agents are still sending quotes as screenshots, messy emails and jumbled PDFs, collecting client info over the phone, and chasing down signatures and compliance however they can. It's a mess, and it costs you deals and your time. QuoteDeck modernizes the whole workflow: send branded quote request forms to capture client info, pull live rates for ACA, Medicare, dental and vision, life, and supplemental plans, then build custom package options and present them in a clean layout your client can actually read. When they're ready, your enrollment form handles the rest. All while your pipeline, follow-ups, and client communications run from one place. Built specifically for insurance agents, by insurance agents.

Quick Quoter pulls live rates for ACA Marketplace, Medicare (Advantage, Part D, and Medigap), Dental & Vision, Term Life, IUL, and Whole Life / Final Expense, plus supplemental products: hospital indemnity, cancer, heart attack & stroke, accident, home health, short-term care, and gap coverage. From there you build packages that mix any of those with plans you price yourself, like short-term medical or health share, so your client sees one clean set of options instead of seven separate quotes.

Yes! QuoteDeck includes built-in SMS and voice calling capabilities powered by Twilio and Dialpad. Send text messages, make calls, and manage all client communications directly from the platform. You can also set up automated follow-ups for quotes that haven't been accepted after a certain period, ensuring no opportunity falls through the cracks.

Absolutely. QuoteDeck is built with security as a priority. We employ industry-standard encryption, secure data storage, and follow HIPAA-ready architecture principles. We maintain detailed audit logs of all access to sensitive data. Your data is never shared with third parties, and you maintain full ownership of all client information. We also don't hold onto it after you leave: if your subscription is cancelled or lapses for non-payment, your account is kept for 30 days so you can reactivate or retrieve your records, and is then permanently deleted.

Yes. QuoteDeck includes built-in Twilio and Dialpad connections for client communications, along with configurable form webhooks for supported external workflows.

Yes. There are no long-term contracts or commitments. You can schedule cancellation anytime from account settings and keep access through the current billing period. After access ends, your account is kept for 30 days. Resubscribe in that window and nothing is lost. After that it is permanently deleted along with your clients, quotes, policies, forms, and communications history. We'll email you the exact deletion date and remind you before it arrives, so save anything you need first.