Works with the tools you already use
Quotamation isn't the only software your agency runs on, and it doesn't need to be. Pull dec page data straight into a quote, push finished clients into your AMS or CRM, and reach carriers beyond what we quote directly.
Start a quote in Quotamation and we’ll automatically create the lead in AgencyZoom for you.
Start a quote in Quotamation and we’ll automatically create the client record in Applied Epic.
When a customer shares their policy through Canopy Connect, we import the details and pre-build the quote. Just review and verify to get the rates back.
Start a quote in Quotamation and we’ll automatically create the applicant in EZLynx.
With Gaya’s Super Copy, the information you enter in Quotamation can be copied straight into other carrier portals so you can quote outside the platform.
Start a quote in Quotamation and easily push the client and intake data into HawkSoft.