From the first quote request to the report at the end of the month — here is what Quotamation does.
Build a quote form that looks like your agency, put it on your website, and let people start their own quote. In English and Spanish.
Learn moreStart a quote from a dec page, pasted call notes, or a voice recording — or attach them to the quote you are starting — and let the details come across instead of re-keying them.
Learn moreEnter a name, date of birth and address, and we pull in home details, the other drivers in the household and their vehicles — so most of the intake is filled in before you start typing.
Learn moreSend one intake to the carriers you are appointed with and compare what comes back, side by side. Check auto, home, renters and condo availability by state on our carrier map.
Learn moreDownload ACORD 80, 83, 84, 88, 90, 125, 126 and 140 pre-filled from a quote instead of filling them in by hand, or blank in the right edition for your state.
Learn moreSet coverages and policy start dates per line, with contents defaults for supported renters and condo quotes and walls-in defaults for condo.
Learn moreEvery client, their quote history, and their paperwork in one record instead of scattered across inboxes — found by name, email, phone or address.
Learn moreStore dec pages, photos and signed forms against a client or an intake — and read a document side by side with the quote you are working on.
Learn moreTrack where your leads come from and what happened to each one, so you know which sources are worth paying for.
Learn moreFollow up with clients who left, prompted at the point it is worth another conversation.
Set targets for the team and for each producer, and see who is tracking against them without building a spreadsheet.
Learn moreTrends over time, team activity, how each carrier is performing, and which lead sources are actually converting.
Learn moreConnect the systems your agency already runs on, so work does not have to be re-keyed.
Learn moreConnect your own software to Quotamation, or work in your account through an AI assistant.
Learn moreSet hourly and daily prefill and quote limits for your public forms, API clients and connected AI apps, with agency controls for teams using their own forms.
Learn moreChoose which available apps your agency turns on, set their access level, and manage individual team connections from Settings.
Learn moreInstant access removal, fingerprint and face sign-in, malware scanning for client and quote documents, and your agency’s data kept separate from everyone else’s.
Learn more