Quotamation Support

Get an overview of Quotamation's features and how to use them.

Popular

Start Guide

Get up and running with Quotamation.

Creating a Quote

Create and send a new quote.

Carriers

Work with carriers in Quotamation.

Importing Prospects

Bulk-import prospects into Quotamation.

The basics

Creating Your Account

Get into Quotamation for the first time.

Inviting Your Team

Add people to your agency and manage their access.

Core Concepts

The key ideas behind Quotamation.

Profile & Preferences

Update your profile and personal preferences.

Agency Details

Manage your agency's name, contact info, and branding.

Creating Prospects

Add new prospects to your pipeline.

Creating Goals

Define goals for yourself and your team.

Creating a Form

Create a new quote form from scratch.

Tracking Progress

Monitor progress toward your goals.

Integrations

Connect Quotamation with the other tools your agency uses.