Insurance agent CRM with quoting built in
QuoteDeck 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.
Who it's for
- Agents juggling a CRM, a quoting engine and a texting app
- Agents who lose deals because quotes go quiet
- Agencies that want every agent working from the same system
What you get
Sales pipeline
See every quote from first contact to enrollment, and which ones are waiting on a decision.
Automated follow-ups
Reminders for quotes not accepted after a set number of days, plus welcome and birthday messages.
Texting and calling
Text and call clients from their record with built-in SMS and voice.
Client forms
Branded quote request, Scope of Appointment and enrollment forms that land on the client’s record.
Quoting built in
Quote ACA, Medicare, life, final expense, dental and supplemental plans without leaving the CRM.
Client portal
Give clients a link to an always-current summary of their coverage, with each carrier’s member login and service line.
How it works
- Capture leads with a branded quote request form.
- Quote and present from the client’s record.
- Track the deal in your pipeline and follow up by text or phone.
- Collect the enrollment form and keep the policy on file.
Frequently asked questions
Does QuoteDeck replace my CRM?
For most health and life agents, yes. It includes contacts, a pipeline, automated follow-ups, texting, calling, forms and quoting. It does not track commissions.
Does it have a power dialer?
No. QuoteDeck has built-in calling and texting from each client record, but not a power dialer for large lead lists.
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.