Sales
Insurance quoting software pricing and free trials compared
By the QuoteDeck team · Updated · 2 min read
The short answer
Published prices for agent quoting and CRM tools range from free (HealthSherpa for ACA enrollment) to about $40 to $200 a month for an individual agent, and several charge setup fees or extra for texting and calling. Many offer a free trial of 14 days or more, so try the tool on real clients before you pay.
Published pricing, checked October 2026
| Tool | Published pricing | Free trial |
|---|---|---|
| QuoteDeck | $59.99/month for 1 agent, $139.99/month for 5 agents. Every line of business included | 14 days |
| Quotit | $99 to $199/month for independent agents plus a $150 activation fee; agency plans $199 to $459/month | Not advertised |
| Insurance Toolkits | $39.99/month individual; $119.99/month for 5 agents plus $29.99 per extra agent | Not advertised |
| RetireFlo | $49.99/month per survey | Not advertised |
| Ringy | $119/month for CRM and softphone, with paid add-ons | Not advertised |
| Agent CRM | $97/month; carrier fees for texting and calling are extra | 14 days |
| HealthSherpa | Free for agents and agencies (ACA enrollment) | Not needed |
| AgencyBloc | Not published; custom pricing by volume | Not advertised |
| Sunfire | Not published | Not advertised |
Costs to check before you sign up
- Activation or setup fees.
- Whether each line of business (Medicare, ACA, life, dental, supplemental) costs extra.
- Per-agent pricing as your team grows.
- Texting, calling and phone number fees, which some CRMs pass through from their carrier.
- Whether client presentations and enrollment forms are included or need another tool.
How to use a free trial well
- Run two or three real client cases from intake to enrollment, not a demo account.
- Send a presentation to yourself on your phone and read it as a client would.
- Time how long a full quote takes compared with your current process.
- Check that your main carriers and products are covered.
Frequently asked questions
Are there free trials for insurance quoting and enrollment platforms?
Yes. QuoteDeck and Agent CRM advertise 14-day free trials, and Compulife advertises a 2-month trial for new subscribers. HealthSherpa is free for ACA enrollment. Check each site, since offers change.
How much does insurance quoting software cost?
Published prices for an individual agent run from about $40 to $200 a month, and some tools add activation fees or charge extra for texting, calling or more lines of business.
What is included in QuoteDeck’s price?
Every line of business: Medicare, ACA, life and final expense, dental, vision and supplemental quoting, client presentations, forms, the CRM and texting and calling.
This guide is general information for licensed insurance professionals, not legal or compliance advice. Follow CMS, state and carrier requirements that apply to you.
Try QuoteDeck free for 14 days
Quote, present and enroll real clients across every line before you pay anything.