Carrier quotes that run themselves
Insurance CRM fills in the carrier's quote from what's already on the contact and puts the premiums on the record before you pick up the phone.
Quoted the moment a lead arrives
Turn on automatic quoting for a Facebook lead form and every new lead is quoted in the background as it comes in. For anyone else, one click on Quote runs your carriers from the contact.
Progressive and National General today
Quotes and policy data come from Progressive and National General, using your agency's own carrier logins. More carriers are on the way.
Premiums side by side on the contact
Each carrier's premium appears on the customer's record next to the others, and saved quotes stay there for the next conversation.
- Premiums waiting before you call
- Open any quote in the carrier portal in one click, with the search filled in
- Save a quote from the carrier portal back to the contact
Standard quotes, nothing extra ordered
Quotes run the carrier's standard quote flow. The software never orders motor vehicle reports or other paid reports, and it never guesses at missing driver's license or Social Security numbers.
Missing information is flagged
When a carrier needs something the contact doesn't have yet, such as the vehicle, the quote says so on the contact so you can ask the customer instead of retyping a form.
When it binds, the sale records itself
Once the carrier reports the new policy, the sale is recorded from the carrier's own data, with the policy, coverages and vehicles on the contact.
FAQ
Questions agencies ask
- Which carriers does it quote?
- Today it quotes and pulls policy data from Progressive and National General, with more carriers on the way.
- Does it use my agency's carrier logins?
- Yes. Quotes run under your agency's own carrier logins, so they are your quotes in the carrier's system.
- Will it order MVRs or other reports?
- No. It runs the standard quote only and never clicks anything that orders a motor vehicle report or other paid report.
See it on a sample agency
Open the live demo to explore a sample agency with no sign-up, or book a walkthrough with us.