Creating Your Account

If your agency already uses Quotamation, someone there adds you. If it doesn't yet, you can sign your agency up yourself and try it free for 30 days.

Starting a free trial for your agency

1. On quotamation.com, click Start Free Trial
2. Enter your name and email, then open the email we send you to verify it
3. Add your agency's details
4. Pick the carriers you're appointed with. You can skip this and add them later in Settings
5. Click Start My Trial and add your payment details

If someone at your agency already uses Quotamation, sign-up lets you know. Ask your agency admin to add you instead.

Once you're in, see Inviting Your Team to add everyone else.

Joining your agency's account

Your agency admin adds you as a user with your name and email.

Set your password and log in

If your agency admin added you, Quotamation emails you a Welcome to Quotamation message.

1. Open the email and click Set Password
2. Choose a password
3. Go to Quotamation, click Login, and sign in with your email and new password

The link in the email is good for 72 hours. If it expires before you use it, or the email never arrived, click Forgot password? on the login screen to get a fresh link. It's worth checking your spam folder too.

Still stuck? Email support@quotamation.com and we'll help you get in.