Supercharge your insurance agency's workflows

Quotamation combines a ridiculously fast home and auto insurance rater, straightforward prospect management and meaningful goal tracking in one client quoting platform. The future of insurance software is here & it doesn't require a manual.

Insurance agents comparing home and auto quotes in Quotamation
Forms

Forms have never looked this good

Your questions. Your brand. Your website. Forms that turn a curious visitor into a lead. Rates optional, leads guaranteed.

Northfield Insurance

Tell us about the house

House Type
Single Family
Year Built
1964
Square Footage
1,539sq ft
Stories
1.5
Replacement Cost
$354,000
Foundation
Basement - Finished
ROM Insurance Agency

Tell us about yourself

First Name
John
Last Name
Appleseed
Date of Birth
1/1/1990
Marital Status
Married
Sex
Male
Education
Bachelor's Degree
BlueSky Insurance Agency

Your Quotes

Deductible$1,000
Replacement cost$354,000
Deductible$1,000
Replacement cost$361,500
Deductible$2,500
Replacement cost$354,000
Deductible$1,000
Replacement cost$354,000
Deductible$2,500
Replacement cost$361,500

We'll be in touch soon. Until then, reach out anytime.

Sarah Mitchell

sarah@blueskyins.com (555) 248-1990
Harbor Insurance

Drivers

Sarah Mitchell
First Name
Sarah
Last Name
Mitchell
Date of Birth
4/12/1986
Driver's License Number
38291046
License State
Texas
Add Driver
SafeHaven Insurance

Home Claims

Have you had any claims in the past 5 years?

Claim 1
Claim Description
Water damage
Loss Date
03/18/2023
Amount Paid
$2,908
Add Claim

Ask what matters

Build multi-page forms with exactly the questions you care about. Add, remove, relabel, and reorder fields in minutes.

Wear your brand

Your logo, your colors, your background. Clients never feel like they've left your agency.

Live on your website

Embed your form right on your agency's site, so visitors can start a quote the moment they're interested.

One for every agent

Spin up a form for each agent or campaign, and every submission routes automatically to the right person.

Quoting

Streamline your quoting process and close more business

Data Lookup Icon

Instant Data Lookup

Enter just a name, DOB, and address and we’ll instantly pull home info, additional household drivers, and vehicle details. Less typing, more selling.

Embedded Quoting Icon

Embedded Quoting

Empower clients to kickstart their quotes directly on your agency's site. More qualified leads, fewer distractions, happier agents.

Carrier Connections Icon

90+ Carrier Connections

Access quotes from over 90 national and regional carriers through a single platform. Compare options and find the best coverage for your clients in minutes.

Insurance Quote Comparison
Integrations

Works with the tools you already use

AgencyZoom
Applied Epic
Canopy Connect
EZLynx
Gaya
HawkSoft
Goals

Track, measure, and achieve your agency's most important targets

Set meaningful goals that drive growth across your entire agency. Track key metrics like premium, policies written, and new household quotes in real-time with customizable dashboards. Keep your team aligned, accountable, and motivated with clear visibility into performance. From individual producers to agency-wide objectives, our goals system helps turn ambition into achievement.

Insurance Agency Goals Dashboard
Prospects

Turn leads into clients with simple prospect management

Streamline your sales pipeline with an intuitive prospect management system built for insurance agencies. Track leads through every stage of your sales cycle and convert prospects into quotes with a single click. Keep your entire team aligned with a centralized view of all prospect activities and never let a valuable lead slip through the cracks.

Insurance Agency Prospect Management Dashboard
Pricing

Simple, transparent pricing for every agency

Monthly Yearly Save 10%

Goals & Prospects

Advanced tools to grow your business

$99/mo
  • IncludedComplete prospect management
  • IncludedGoal tracking & analytics
  • IncludedTeam performance insights

Rater

Essential quoting tools for agencies

$299/mo
  • IncludedInstant quotes from 90+ carriers
  • IncludedAutomated data lookup
  • IncludedWebsite quote integration