Supercharge your insurance agency's workflows
Quotamation combines ridiculously fast quoting, straightforward prospect management and meaningful goal tracking in one platform. The future of insurance software is here & it doesn't require a manual.
Quoting
Streamline your quoting process and close more business
Instant Data Lookup
Enter just a name, DOB, and address and we’ll instantly pull home info, additional household drivers, and vehicle details. Less typing, more selling.
Embedded Quoting
Empower clients to kickstart their quotes directly on your agency's site. More qualified leads, fewer distractions, happier agents.
60+ Carrier Connections
Access quotes from over 60 national and regional carriers through a single platform. Compare options and find the best coverage for your clients in minutes.
Integrations
Works with the tools you already use
Goals
Track, measure, and achieve your agency's most important targets
Set meaningful goals that drive growth across your entire agency. Track key metrics like premium, policies written, and new household quotes in real-time with customizable dashboards. Keep your team aligned, accountable, and motivated with clear visibility into performance. From individual producers to agency-wide objectives, our goals system helps turn ambition into achievement.
Prospects
Turn leads into clients with simple prospect management
Streamline your sales pipeline with an intuitive prospect management system built for insurance agencies. Track leads through every stage of your sales cycle and convert prospects into quotes with a single click. Keep your entire team aligned with a centralized view of all prospect activities and never let a valuable lead slip through the cracks.
Pricing
Simple, transparent pricing for every agency
Monthly Yearly Save 10%
Goals & Prospects
Advanced tools to grow your business
$99/mo
Complete prospect management- Goal tracking & analytics
- Team performance insights
Rater
Essential quoting tools for agencies
$299/mo
- Instant quotes from 60+ carriers
- Automated data lookup
- Website quote integration
Most Popular
All Inclusive
Everything you need to succeed
$349/mo
- Everything in Rater
- Everything in Goals & Prospects
- Priority support