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API & AI

Yes — Quotamation has an API.

Your data is yours. An API is a standard way for other software to work directly with your Quotamation account — your website, your agency management system, your reporting, or an AI assistant that does the work for you.

What agencies use it for

  • Bring work in

    Leads from your own website or a lead vendor arrive as clients and intakes in Quotamation automatically, instead of being re-keyed by hand.

  • Get your data out

    Move clients, intakes and quote results into your agency management system, your CRM, or your reporting. Your book of business stays yours.

  • Build your own

    Agencies with a developer get the full surface: clients, intakes, applicant, auto and home details, vehicle lookup, data prefill, and carrier quote runs.

These are things the API makes possible. Building the connection takes a developer — yours, or your other vendor’s.

And it works with AI assistants

Quotamation connects to AI assistants like Claude. Once it is connected, you can ask in plain English — “pull up the Miller file and start a home quote” — and the assistant works directly in your Quotamation account.

  • Ask for it in plain English

    No new screens to learn. Find a client, check where a quote landed, or start a new intake by describing what you want.

  • The actions your team already has

    From looking up a client or a vehicle to starting an intake — you choose which ones each connection can use.

  • Nothing to build

    We set the connection up for your agency. From there your team signs in from their assistant — no development work on your side.

You stay in control

  • Scoped accessEvery connection only gets the permissions you grant it — reading clients does not imply changing them.
  • Revoke anytimeRotate or delete a key, or turn off a team member’s assistant connection, and it stops working immediately.
  • Spending is gatedActions that cost money — data prefill and carrier quote runs — have to be granted separately, and are off unless you turn them on.

Want the details?

The full technical reference is public, so you can send it straight to whoever would build the integration. If you would rather talk through what you are trying to do, we are happy to help.

See the API referenceTell us what you’re building