Insurance proposal and quote presentation software
QuoteDeck 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.
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
- Agents who send quotes as screenshots, emails or quoting-engine PDFs today
- Agents who want clients to choose a bundle instead of a single plan
- Agencies that want every agent’s quotes to look consistent and professional
What you get
Your brand on every quote
Your agency name, contact details and logo on a clean presentation.
Packages with one total
Group plans into packages so the client compares complete options, not line items.
Any product, any carrier
Mix carrier-rated plans with plans you price yourself in the same presentation.
Opens anywhere
One link that works on phone, tablet or computer, in English or Spanish.
From choice to enrollment
Clients select options and continue to your enrollment form with e-signature.
How it works
- Quote any mix of products and carriers.
- Group them into good, better and best packages.
- Send one link by text or email.
- The client picks a package and completes your enrollment form.
Frequently asked questions
Can clients view the proposal on their phone?
Yes. Every presentation is a link that works on any device, with no app or login for the client.
Can I include plans I price myself?
Yes. You can add plans such as health share or short-term medical alongside carrier-rated quotes.
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.