Insurance Software for Health & Life Agents
QuoteDeck is one platform for quoting, presenting and following up across Medicare, ACA, life, final expense, dental and supplemental plans. Pick what you are looking for.
- Medicare quoting software for agentsQuoteDeck quotes Medicare Advantage, Part D and Medigap with live rates, checks your client’s prescriptions against each plan’s formulary, and puts the options in one branded presentation next to final expense, dental, cancer and hospital indemnity plans.
- ACA quoting software for health insurance agentsQuoteDeck quotes ACA Marketplace plans with premiums after the subsidy, checks your client’s doctors and prescriptions, and bundles dental, vision, life and supplemental coverage into one presentation your client can read on their phone.
- Final expense quoting software with instant underwritingQuoteDeck quotes final expense with live carrier rates and instant underwriting. It checks your client’s health answers against each carrier’s application questions and shows the likely product tier, such as level, graded or guaranteed issue, next to each quote.
- Life insurance quoting software for agentsQuoteDeck quotes term life, IUL, whole life and final expense with instant underwriting, and lets you present life coverage next to the client’s health or Medicare plan, so life insurance becomes part of the conversation instead of a separate sale.
- Insurance proposal and quote presentation softwareQuoteDeck turns your quotes into a branded presentation your client can open on any phone. Combine health, Medicare, life, dental and supplemental plans into good, better and best packages with one monthly total, in English or Spanish, instead of screenshots and PDFs.
- Insurance agent CRM with quoting built inQuoteDeck is a CRM built for health and life insurance agents, with live quoting built in. Your clients, quotes, pipeline, forms, texting, calling and automated follow-ups live in one place, so you are not copying data between a CRM and a quoting tool.
- Insurance agency software for health and life teamsQuoteDeck gives every agent on your team live quoting across health, Medicare and life, branded presentations, forms and a CRM. The Agency plan is $139.99/month for five agents, with more agents for $20 each, and you set carrier defaults once for the whole team.
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