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Starter

Perfect for getting started

Perfect for individual brokers and small agencies just getting started...

Perfect for individual brokers and small agencies just getting started with digital quotation management.
Most Popular

Professional

Best value for growing teams

Ideal for growing agencies with multiple staff. Advanced features, mor...

Ideal for growing agencies with multiple staff. Advanced features, more capacity, and custom branding.

Enterprise

For large organizations

For established agencies and enterprises. Unlimited capacity, premium...

For established agencies and enterprises. Unlimited capacity, premium integrations, and dedicated support.

Starter Features

Price Quotes

Unlimited

Create, manage, and send professional insurance price quotes to customers. Inclu...

500
Customers

500

Store and manage your customer database with full profiles — contact information...

50
Quote Requests

50 /month

Accept and process insurance quote requests submitted through your public websit...

2
Team Members

2

Add team members (agents, managers, staff) to your brokerage workspace. Each mem...

Insurance Companies

Unlimited

Add and manage insurance companies and their products in your workspace. Configu...

30
Follow-ups

30 /month

Schedule and track customer follow-ups with reminders. Keep a record of all foll...

50
Renewals

50 /month

Manage policy renewal campaigns and reminders. Import expiring policies, schedul...

Basic Reports

Access essential business reports — quote summaries, monthly activity, customer...

300
Email Notifications

300 /month

Send branded email notifications to customers — quote ready alerts, payment conf...

Basic Support

Access to community knowledge base, email support with standard response times (...

2
File Storage

2 GB

Cloud storage (in GB) for documents, customer files, and attachments. Securely s...

Home & Building Line

Sell home and building insurance quotes and policies from this workspace.

Marine Line

Sell marine insurance quotes and policies from this workspace.

Personal Accident Line

Sell personal accident insurance quotes and policies from this workspace.

Health Line

Sell health insurance quotes and policies from this workspace.

Travel Line

Sell travel insurance quotes and policies, including the public self-serve trave...

Worker Line

Sell worker insurance quotes and policies from this workspace.

Life Line

Sell life insurance quotes and policies from this workspace.

Professional Features

Price Quotes

Unlimited

Create, manage, and send professional insurance price quotes to customers. Inclu...

2,000
Customers

2,000

Store and manage your customer database with full profiles — contact information...

200
Quote Requests

200 /month

Accept and process insurance quote requests submitted through your public websit...

10
Team Members

10

Add team members (agents, managers, staff) to your brokerage workspace. Each mem...

Insurance Companies

Unlimited

Add and manage insurance companies and their products in your workspace. Configu...

200
Follow-ups

200 /month

Schedule and track customer follow-ups with reminders. Keep a record of all foll...

2,000
Renewals

2,000 /month

Manage policy renewal campaigns and reminders. Import expiring policies, schedul...

Basic Reports

Access essential business reports — quote summaries, monthly activity, customer...

Advanced Reports

Unlock powerful analytics — conversion funnels, agent performance comparisons, r...

200
Export Reports

200 /month

Download your reports as professional PDF documents or Excel spreadsheets for of...

2,000
Email Notifications

2,000 /month

Send branded email notifications to customers — quote ready alerts, payment conf...

500
SMS Notifications

500 /month

Send SMS text messages to customers for time-sensitive communications — quote av...

Custom Branding

Fully customize your workspace appearance — upload your company logo, set brand...

Custom Domain

Use your own domain name (e.g., quotes.yourcompany.com) instead of a QuotePro su...

Priority Support

Get faster response times with priority support — your tickets are escalated to...

10
File Storage

10 GB

Cloud storage (in GB) for documents, customer files, and attachments. Securely s...

Home & Building Line

Sell home and building insurance quotes and policies from this workspace.

Marine Line

Sell marine insurance quotes and policies from this workspace.

Personal Accident Line

Sell personal accident insurance quotes and policies from this workspace.

Health Line

Sell health insurance quotes and policies from this workspace.

Travel Line

Sell travel insurance quotes and policies, including the public self-serve trave...

Worker Line

Sell worker insurance quotes and policies from this workspace.

Life Line

Sell life insurance quotes and policies from this workspace.

Enterprise Features

Price Quotes

Unlimited

Create, manage, and send professional insurance price quotes to customers. Inclu...

Customers

Unlimited

Store and manage your customer database with full profiles — contact information...

Quote Requests

Unlimited

Accept and process insurance quote requests submitted through your public websit...

30
Team Members

30

Add team members (agents, managers, staff) to your brokerage workspace. Each mem...

Insurance Companies

Unlimited

Add and manage insurance companies and their products in your workspace. Configu...

Follow-ups

Unlimited

Schedule and track customer follow-ups with reminders. Keep a record of all foll...

Renewals

Unlimited

Manage policy renewal campaigns and reminders. Import expiring policies, schedul...

Basic Reports

Access essential business reports — quote summaries, monthly activity, customer...

Advanced Reports

Unlock powerful analytics — conversion funnels, agent performance comparisons, r...

Export Reports

Unlimited

Download your reports as professional PDF documents or Excel spreadsheets for of...

Email Notifications

Unlimited

Send branded email notifications to customers — quote ready alerts, payment conf...

2,000
SMS Notifications

2,000 /month

Send SMS text messages to customers for time-sensitive communications — quote av...

WhatsApp Integration

Connect with customers via WhatsApp Business — send quotes, receive documents, a...

API Access

Access the QuotePro REST API for custom integrations — connect with your CRM, ac...

Custom Branding

Fully customize your workspace appearance — upload your company logo, set brand...

Custom Domain

Use your own domain name (e.g., quotes.yourcompany.com) instead of a QuotePro su...

Priority Support

Get faster response times with priority support — your tickets are escalated to...

50
File Storage

50 GB

Cloud storage (in GB) for documents, customer files, and attachments. Securely s...

Multi-Branch

Operate multiple branches with their own staff, quote production, open hours, da...

Home & Building Line

Sell home and building insurance quotes and policies from this workspace.

Marine Line

Sell marine insurance quotes and policies from this workspace.

Personal Accident Line

Sell personal accident insurance quotes and policies from this workspace.

Health Line

Sell health insurance quotes and policies from this workspace.

Travel Line

Sell travel insurance quotes and policies, including the public self-serve trave...

Worker Line

Sell worker insurance quotes and policies from this workspace.

Life Line

Sell life insurance quotes and policies from this workspace.

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