Dashboard Overview
Total quotes created to date
Total quotes accepted to date
Active opportunities in pipeline
Quotes not accepted after 5 days
Recent Quotes
Your most recently updated quotes
Michael Rivera
Quotes: Bronze, SilverSarah Johnson
Quotes: 20-Year Term Life, Dental & Vision, +1 moreDavid Thompson
Quotes: Short-Term Health, +2 moreJennifer Martinez
Quotes: Gold PPO, Medicare AdvantageRobert Chen
Quotes: Silver Plan, Hospital IndemnityJames Anderson
Quotes: ACA Bronze, VisionSales Pipeline
Quickly view your sales pipeline and opportunities
Pipeline Stages
Quick Actions
Review Follow Ups3View All QuotesContinue Drafts2Start selling more in four simple steps
QuoteDeck simplifies every step of your workflow, from client request to completed application.
Quote Request Form
Clients request quotes
Send your clients a simple, intuitive quote request form via email or SMS. They provide basic information and you receive their request instantly, ready to generate personalized quotes.
- Simple, user-friendly quote request form
- Clients provide essential information quickly
- Instant notification when requests are submitted
- Streamlined workflow from request to quote
Build custom quotes
Instantly quote ACA Marketplace, Medicare, Dental & Vision and Life Insurance plans with our quick quoter. Also add other products like Short-Term Medical, Supplemental plans, and more to your quotes, all in one place. As you build quotes, QuoteDeck learns your preferred quote structures to make future quotes faster and more consistent.
- Instantly quote ACA Marketplace, Medicare, Dental & Vision and Life Insurance plans from multiple carriers
- Compare plans side-by-side with detailed benefits
- Build custom quotes by combining different products
- Add plans to quotes with a single click
Quote Results
Oscar
Silver Classic Standard CSR 200
Premium
$152.85
Deductible
$700
OOP Max
$3,300
Drug Co-pay
$20
Ameritas
PrimeStar Care Lite + Vision
Premium
$35.00
Deductible
$50
Annual
$1,500
Preventive
100%
Share with clients
Send beautiful, professional quotes with your agent or agency branding directly to your clients from the QuoteDeck platform. Your clients can review all quote options, compare coverage details, and select their preferred plan with ease.
- Professional quote presentation with all quote details
- Easy comparison of different coverage options
- View product brochures, provider networks, and formulary’s
- Direct plan selection and response from clients
- Mobile-friendly view for any device
Personalized Insurance Quotes
for Maria Gutierrez
maria.gutierrez@example.com · (305) 555-1234
Jason Palmer
(123) 456-7890
Email Agent
Personalized Insurance Quotes
for Maria Gutierrez
maria.gutierrez@example.com · (305) 555-1234
Jason Palmer
(123) 456-7890
Email Agent
Bronze
Included Plans (3)
Bronze Classic
Oscar Health
$185.50
/mo
PrimeStar Dental & Vision
Ameritas
$21.00
/mo
Term Made Simple
American Amicable
$154.00
/mo
Total Monthly Payment
Contact Agent
Silver
Included Plans (4)
Standard Silver
Ambetter
$358.00
/mo
PrimeStar Dental & Vision
Ameritas
$55.00
/mo
Term Life Express
Mutual of Omaha
$96.42
/mo
Hospital Indemnity Elite
Allstate Benefits
$107.50
/mo
Total Monthly Payment
Contact Agent
Gold
Included Plans (3)
BCBS PPO
Blue Cross Blue Shield
$625.00
/mo
PrimeStar Dental & Vision
Ameritas
$55.00
/mo
Your Term
Foresters Financial
$108.75
/mo
Total Monthly Payment
Contact Agent
Bronze
Included Plans (3)
Bronze Classic
Oscar Health
Coverage Summary: Essential benefits with preventive care and nationwide provider access.
PrimeStar Dental & Vision
Ameritas
Term Made Simple
American Amicable
Total Monthly Payment
Silver
Included Plans (4)
Standard Silver
Ambetter
Coverage Summary: Essential benefits with preventive care and nationwide provider access.
PrimeStar Dental & Vision
Ameritas
Term Life Express
Mutual of Omaha
Hospital Indemnity Elite
Allstate Benefits
Total Monthly Payment
Gold
Included Plans (3)
BCBS PPO
Blue Cross Blue Shield
Coverage Summary: Essential benefits with preventive care and nationwide provider access.
PrimeStar Dental & Vision
Ameritas
Your Term
Foresters Financial
Total Monthly Payment
Personalized Insurance Quotes
for John Smith
john.smith@email.com · (555) 123-4567
Jason Palmer
(123) 456-7890
Email Agent
Personalized Insurance Quotes
for John Smith
john.smith@email.com · (555) 123-4567
Jason Palmer
(123) 456-7890
Email Agent
Bronze
Included Plans (3)
Bronze Classic
Oscar Health
Effective Date: January 1, 2026
PrimeStar Dental & Vision
Ameritas
Total Monthly Payment
Silver
Included Plans (4)
Standard Silver
Ambetter
Effective Date: January 1, 2026
PrimeStar Dental & Vision
Ameritas
Term Made Simple
American Amicable
Total Monthly Payment
Gold
Included Plans (3)
BCBS PPO
Blue Cross Blue Shield
Effective Date: January 1, 2026
PrimeStar Dental & Vision
Ameritas
Trendsetter Super Preferred
Transamerica
Total Monthly Payment
Client Enrollment Form
Collect enrollment forms
Once your clients select their preferred plans, send them a comprehensive enrollment form to finalize their applications. Collect all necessary information for carrier applications, compliance records, and signatures in one streamlined process.
- Comprehensive enrollment forms for complete application data
- Collect personal, household, and health information
- Digital signatures and compliance tracking
- Auto-populate from quote request data
Everything you need to quote,
close, and grow your business
From instant quoting to automated follow-ups, manage your entire client lifecycle in one place.
CRM
All of your clients data in one place. Policies, quotes, forms, and every conversation — no more tab switching.
Sarah Mitchell
Sales Pipeline
A visual board that moves every lead from first contact to closed automatically.
New Lead
2Working
3Follow Up
2Accepted
1Closed/Won
2Automations
The right message at every stage, automatically.
Forms
Capture quote requests and enrollment forms with built-in compliance. Turn any submission into a quote in one click.
| Type | Name | Phone | ||
|---|---|---|---|---|
| Health | Sarah Mitchell | 555-234-5678 | sarah.m@email.com | |
| Life | James Wilson | 555-891-0123 | james.w@email.com | |
| Medicare | Robert Chen | 555-321-6543 | robert.c@email.com | |
| Health | Emily Davis | 555-777-4321 | emily@email.com |
Analytics
Track revenue, conversion rates, deal size, policies and more all in one dashboard.
Total Active Clients
28
Clients with active policies
Active Policies
72
Revenue
$18.8K
Avg Deal Size
$1.2K
Total Quotes
44
Quotes Accepted
18
Policies by Plan Type
Meet Quote Navigator
Your AI assistant that gets smarter with every quote you send and every deal you close.
Close more with less guesswork
Quote Navigator learns from your real-world selling behavior by analyzing every quote you send and every decision your clients make. It adapts to how you sell, tracks what gets accepted, and helps you close more business with more confidence.
- Analyzes quote history to identify your most successful quote combinations
- Learns from client interactions to refine future recommendations automatically
- Tracks acceptance rates to highlight plans that actually close for your demographic
- Adapts to your selling style and carrier preferences over time
Ask Quote Navigator
Your AI-powered insurance quote assistant
Hi! I'm Quote Navigator, your AI assistant that learns from your successful patterns. How can I help you with your insurance quotes today?
Frequently Asked Questions
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, instantly quote ACA, Medicare, Dental, Vision, Life, and create custom quote options, then present everything in a clean package they 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, not adapted from some generic sales tool.
Choose the plan that fits your business
Both plans include the complete QuoteDeck workflow and a 30-day free trial.
Switch to annual billing and save 20%
For solo agents
Pro
Built for solo agents who want to quote faster and close more deals on their own.
Billed monthly
30-day free trial included
What's included:
Agency
For agencies managing multiple agents, pipelines, and clients under one roof.
Billed monthly
30-day free trial included
What's included:
A card is required to start your 30-day free trial, but you won't be charged today. Cancel before the trial ends to avoid being billed. Cancel anytime after that, too.
Join the agents who use QuoteDeck to sell more
QuoteDeck streamlines your quoting process so you can present professionally, close with confidence, and win more business. Watch clients accept more quotes and your revenue rise, all from one platform built for modern insurance agents.
