The Quoting Platform Built for Insurance Agents
Centralize your entire quoting workflow — from first contact through policy placement — in a single, secure platform your whole team can access from anywhere.
Stop Juggling Spreadsheets and Carrier Portals
Data Re-Entry
Agents spend hours re-entering the same data across multiple carrier portals.
Error-Prone Quoting
Spreadsheet-based quoting leads to errors, lost submissions, and no visibility.
No Single Source of Truth
Without a unified pipeline, opportunities slip through the cracks.
Double Entry
Double-entry between quoting tools and your AMS wastes hours every week.
Built for Insurance Teams, Not Generic CRM Workarounds
Quotevolution was designed around the realities of insurance quoting. It supports complex coverage structures, insured profiles, location schedules, carrier assignments, broker relationships, documents, notes, and activity history in a single workflow.
Quote Lifecycle Management
- 36 entities covering every dimension of commercial and personal lines submissions
- Full insured profile with contact, address, and prior insurance management
- Coverage lines: CGL, Commercial Auto, Property, Workers' Comp, Garage Liability, Umbrella/Excess, Equipment
- Driver/vehicle schedules, commodity schedules, WC officer & job classification schedules
- Multi-carrier tracking with per-carrier status and premium tracking
- File attachments, internal notes, activity history
- Full quote change log and audit trail
Pipeline Dashboard
- Live quote counts: Active, Pending, Closed
- 30-day trend chart powered by real-time data
- Quick-action navigation: New Quote, View Pipeline, AI Assistant, Workflows
- At-a-glance metrics updated in real time
Broker & Carrier Management
- Dedicated broker module: profiles, contacts, appetites, state eligibility, loss run reports
- Dedicated carrier module: underwriter contacts, lines of business, appetite mapping
- Carrier-broker relationship tracking — know which markets you access through which brokers
- Classification code alignment: ISO (800+), NAICS (2,000+), NCCI (500+), SIC (1,000+)
AI Assistant
- Purpose-built insurance AI powered by Azure OpenAI (GPT-4)
- 10 registered tools: Search Quotes, Get Quote Details, Extract Quote from Document, Extract Quote from Conversation, Search/Get Carriers, Search/Get Brokers, Pipeline Summary, Compare Documents, Draft Email
- Natural language interface — no commands to memorize
- Document Intelligence: upload PDFs, Word, Excel, images (OCR for scanned ACORD forms)
- Real-time processing via SignalR — watch documents process live
- Knowledge base: upload your own underwriting guidelines, checklists, carrier appetites
- AI usage dashboard with token consumption tracking and cost controls (Warning vs. Hard Cap modes)
Web Automation
- Automate repetitive carrier portal work using a real browser engine (Playwright)
- Visual workflow builder with drag-and-drop step reordering
- Import existing Playwright test scripts (85% syntax coverage)
- Cron-based scheduling (daily, weekly, monthly)
- Webhook-triggered execution from web forms
- Real-time execution monitoring with detailed logs
- Email alerts on failure + daily execution reports (HTML, PDF, CSV, Excel)
White-Label Branding
- Upload your agency logo (PNG, JPG, WebP, GIF, SVG — up to 2 MB)
- Set a custom application name that replaces Quotevolution in the header
- Changes apply instantly across all team members
- Reset to defaults at any time
Customizable Reference Lists
- 16 fully customizable lists: Quote Stages, Appetites, Quote Lost Reasons, Carrier Statuses, Data Received Checklist, Policy Types, Payment Frequencies, Construction Types, Contact Types, Claim Types, Lines of Business, Employee Roles, and more
- Pre-seeded with industry-standard options
- Tailor to match your agency's internal terminology
Security & Compliance
Quotevolution is designed to help agencies protect account access, manage team permissions, and keep customer data separated without making the platform harder to use.
- Secure login protections help keep your agency account safe.
- Role-based access helps each team member see only what they need.
- Activity history makes it easier to understand changes across the platform.
- Each agency works in its own isolated environment.
- Single sign-on support is available for teams that want centralized access.
- Built to support agency growth without adding day-to-day friction.
Simple, Transparent Pricing
Per-agency plans built for insurance teams, with annual billing that gives you one month free.
Starter
For solo agents and small agencies
$228.25/mo billed annually (1 month free)
- Up to 3 users
- 200 AI conversations and 200 document pages each month
- ✓ Unlimited quotes, carriers, and brokers
- ✓ All reference lists plus insurance classification codes
- ✓ Basic reporting
- ✓ Quotes search included
- ✓ Email support
Professional
For growing teams using AI every day
$319.92/mo billed annually (1 month free)
- Up to 10 users, with room to grow to 25
- 1,000 AI conversations and 1,000 document pages each month
- ✓ Everything in Starter
- ✓ AI assistant with tool-based workflows
- ✓ All four search indexes for carrier, broker, quote, and custom knowledge
- ✓ 10 workflow automations
- ✓ Webhooks and API access
- ✓ Priority support
Growth
For larger agencies and MGAs with heavier volume
$686.58/mo billed annually (1 month free)
- Up to 25 users
- 5,000 AI conversations and 5,000 document pages each month
- ✓ Everything in Professional
- ✓ 50 workflow automations
- ✓ Advanced reporting and custom dashboards
- ✓ SSO and audit logging
- ✓ Dedicated onboarding session
- ✓ Built for high-volume teams
Enterprise
For wholesalers, carriers, and multi-office operations
Typical engagements start around $2,500/month
- Unlimited users
- Negotiated AI capacity and throughput for your environment
- ✓ Everything in Growth
- ✓ Custom integrations
- ✓ Multi-office support
- ✓ Dedicated customer success
- ✓ SLA-backed support
What's Coming Next
We're constantly building. Here's what's on the roadmap.
Carrier & Broker API Integration
Submit to multiple carriers simultaneously from one quote record.
AMS Integration
Bidirectional sync with Applied Epic, Vertafore AMS360, Hawksoft.
Stripe Payment Integration
Self-service subscription management.
AI-Assisted Renewals
Proactive pipeline building from prior-year data.
Client-Facing Portal
Secure intake for clients to submit applications and check status.
Advanced Analytics
Hit ratio, market performance, producer dashboards.
Mobile Application
Native iOS/Android for field agents.
AI Email Integration
Auto-parse inbound emails into quote records.
Request a Demo
See how Quotevolution can streamline your agency's quoting workflow.