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 moreAttach a dec page, pasted call notes, or a voice recording 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.
Send one intake to the carriers you are appointed with and compare what comes back, side by side.
Learn moreGenerate ACORD 80, 88, 125, 126 and 140 once you have run the quote, instead of filling them in by hand.
Set the coverages your agency quotes by default for auto and home, so every quote starts from the same place.
Every client, their quote history, and their paperwork in one record instead of scattered across inboxes.
Store 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.
Track where your leads come from and what happened to each one, so you know which sources are worth paying for.
Follow 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.
Trends over time, team activity, how each carrier is performing, and which lead sources are actually converting.
Connect 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 moreInstant access removal, fingerprint and face sign-in, and your agency’s data kept separate from everyone else’s.
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