Insurance agency software for health and life teams
QuoteDeck 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.
See what your client sees
A live sample presentation for a made-up Medicare client: Medigap and Medicare Advantage packages side by side, each with Part D, dental, cancer and heart attack & stroke coverage and one monthly total.
Open the sample presentationWho it's for
- Agency owners who want every agent quoting and presenting the same way
- Growing teams adding agents during enrollment season
- IMOs and uplines that want to sponsor tools for their agents
What you get
Five agents included
Agency is $139.99/month for five agent licenses. Add more agents for $20/month each.
Shared carrier defaults
Choose your carriers once and every agent quotes from the same list.
Assistant seats
Give an assistant access to an agent’s account to prepare quotes and forms.
Consistent, branded quotes
Every agent sends the same clean presentation with your agency’s details.
Sponsored access for IMOs
IMOs can give their agents free access through a private link and see who is using it on a report page.
How it works
- Start the Agency plan and invite your agents.
- Set your carriers and branding once.
- Agents quote, present and follow up from their own accounts.
- Add seats as your team grows.
Frequently asked questions
How many agents are included?
Five agent licenses on the Agency plan at $139.99/month. Each additional agent is $20/month.
Do you work with IMOs?
Yes. IMOs can sponsor access for their agents with a private signup link and a report page showing who is using QuoteDeck. Contact us to set it up.
Does QuoteDeck track commissions?
No. If commission processing is a must-have, an agency management system such as AgencyBloc is built for it.
How much does QuoteDeck cost?
Pro is $59.99/month for one agent and Agency is $139.99/month for five agents, with every line of business included. Both start with a 30-day free trial, no card required.
Try it on your next client
Every line of business included. Free for 30 days, no card required.