Your client list, their addresses, their dates of birth — the most sensitive thing your agency owns.
Everything your agency stores with us is encrypted — while it travels, while it sits, and in every copy we keep of it.
Remove a producer from your agency and their access ends immediately. No waiting for a session to time out, no scramble to change a shared password.
Your team can sign in with a fingerprint or face instead of typing a password, or with a one-time code sent to their email. Accounts lock automatically after repeated failed attempts.
Download any intake as a PDF, push clients and quotes into your agency management system through one of our connectors, or pull them out through our API. It’s your book of business, not ours.
If you link Quotamation to another system, it gets a limited key scoped to just what that connection needs — and you can revoke it at any moment.
No other agency on Quotamation can see your clients, your quotes, or your documents. That separation is enforced by the system, not by policy.
Our database sits on a private network with no path in from the open internet, and automated attacks are blocked before they reach the app.
Close your account and your data is removed from our systems. We don’t hold on to a book of business that isn’t ours any more.
Security questions come up during evaluation, and we’re happy to answer them directly rather than make you read between the lines.
Ask us a security question