Comparison
QuoteDeck vs Agent CRM
An honest side-by-side for insurance agents: what each tool quotes, how you present to clients, CRM and calling, and price.
Updated
The short answer
Agent CRM is a marketing and follow-up CRM and does not advertise insurance quoting. QuoteDeck is a quoting and presentation platform with a CRM, texting and calling built in. Choose Agent CRM for marketing automation; choose QuoteDeck to quote, present and enroll in one place.
At a glance
QuoteDeck
- What it is
- Insurance quoting, presentation and CRM platform for health and life agents
- Best for
- Agents who sell across health, Medicare, life and supplemental lines and want one place to quote, present and follow up
- Pricing
- Pro $59.99/month (1 agent). Agency $139.99/month (5 agents). Every line of business included, 30-day free trial, no card required.
Agent CRM
- What it is
- AI-powered CRM and marketing automation for insurance agents
- Best for
- Agents who want marketing automation and AI lead follow-up
- Pricing
- $97/month after a 14-day free trial. Carrier fees for SMS and calling are extra.
What is Agent CRM?
Agent CRM is an AI-powered CRM for independent insurance agents and agencies. It includes AgentAI for lead qualification and automated follow-up, pre-built marketing automations, calendar booking, a phone system with power dialer and texting, email and SMS campaigns, and social media tools. The company says it has served more than 10,000 agents since 2020.
What is QuoteDeck?
QuoteDeck is insurance quoting, proposal and CRM software for licensed health and life agents. You send a branded quote request form to collect client details, pull live rates for ACA, Medicare, life, final expense, dental, vision and supplemental plans, build packages that mix them, and present everything in one clean presentation your client can read in English or Spanish. When the client is ready, an enrollment form collects the application, and your pipeline, follow-ups, texting and calling run from the same place.
Feature comparison
| Feature | QuoteDeck | Agent CRM |
|---|---|---|
| ACA Marketplace quotes | ||
| ACA Marketplace quotes | Yes Live Marketplace rates | Not advertised |
| Medicare Advantage & Part D quotes | ||
| Medicare Advantage & Part D quotes | Yes Medicare Advantage and Part D | Not advertised |
| Medicare Supplement (Medigap) quotes | ||
| Medicare Supplement (Medigap) quotes | Yes Live Medigap rates | Not advertised |
| Life & final expense quotes | ||
| Life & final expense quotes | Yes Term, IUL, whole life and final expense | Not advertised |
| Dental, vision & supplemental quotes | ||
| Dental, vision & supplemental quotes | Yes Dental, vision, hospital indemnity, cancer, heart attack & stroke, accident and more | Not advertised |
| Health underwriting guidance | ||
| Health underwriting guidance | Yes Instant underwriting for life and final expense | Not advertised |
| Client-facing quote presentations | ||
| Client-facing quote presentations | Yes Branded packages in English or Spanish | Not advertised |
| Client intake & enrollment forms | ||
| Client intake & enrollment forms | Yes Quote request, Scope of Appointment and enrollment forms | Not advertised |
| CRM & sales pipeline | ||
| CRM & sales pipeline | Yes Pipeline and automated follow-ups | Yes AI lead qualification and workflows |
| Built-in texting & calling | ||
| Built-in texting & calling | Yes Built-in SMS and voice calling | Yes Phone system, power dialer and texting |
| Submits applications online | ||
| Submits applications online | No Collects the application; you submit it with the carrier or your enrollment platform | Not advertised |
“Not advertised” means we could not find the feature on the company's public website when we checked it on October 3, 2026. It may still exist, so confirm with them. Spot something out of date? Email support@quotedeck.app and we will correct it.
When Agent CRM is the better choice
- Marketing automation, pre-built campaigns and AI follow-up for new leads.
- Calendar booking and social media content tools.
- A power dialer.
When QuoteDeck is the better choice
- Live carrier quotes for ACA, Medicare, life, final expense, dental, vision and supplemental plans.
- Branded quote presentations in English or Spanish.
- Quote request, Scope of Appointment and enrollment forms.
- A lower price and a longer trial: $59.99/month and 30 days free, no card required.
Frequently asked questions
Does Agent CRM quote insurance?
Agent CRM does not advertise insurance quoting on its website. It focuses on lead follow-up, marketing automation and calling. QuoteDeck pulls live carrier rates and builds client presentations.
Is QuoteDeck cheaper than Agent CRM?
Yes. QuoteDeck Pro is $59.99/month. Agent CRM lists $97/month after its trial, with SMS and calling carrier fees extra.
Can I try QuoteDeck without leaving Agent CRM?
Yes. QuoteDeck has a 30-day free trial with no credit card required, so you can quote and present real cases in QuoteDeck while you keep using Agent CRM, then decide.
Sources
Agent CRM details were checked against these pages on October 3, 2026. Prices and features change, so confirm current details with Agent CRM.
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