Your Agency Runs on Expertise.
Stop Losing It to Data Entry.
QuoteVolution is the AI-powered operating system built for insurance agencies. From first client call to policy renewal, it gives your best people back the one thing they can't make more of: time.
Where Time Disappears — And How QV Gets It Back
Every step in the quote lifecycle is a time sink. QuoteVolution addresses each one.
Client Data Collection
30 min – 4+ hours
AI guides questions by client type, suggests lines of business, ensures complete data on the first call.
Data Entry & Processing
1 – 8+ hours
AI processes voice calls, PDFs, spreadsheets, and images directly into structured records. No manual entry.
Market Identification
30 min – 4+ hours
QV knows every carrier appetite, state eligibility, and commission rate. Best markets recommended instantly.
Getting & Comparing Quotes
30 min – 4+ hours
Carrier API integrations and browser automation enter data, retrieve quotes, and compare options for you.
Applications & Proposals
1 – 8+ hours
Auto-completed applications with accuracy checks, coverage gap analysis, and instant proposal generation.
Post-Sale & Renewals
1 – 8+ hours
AMS sync, policy checks, E&O protection, remarketing alerts, commission optimization, and cross-sell triggers.
Difference
Not a Chatbot. A Real AI Assistant.
QuoteVolution isn't a search box bolted onto a CRM. It's built with real insurance knowledge — underwriting guidelines, coverage structures, carrier appetites, commission schedules. It follows your team across the application in a context-aware sidebar, understanding which quote, carrier, or broker they're working on. And it doesn't just answer questions — it has 23 AI-powered tools that take action: searching records, extracting data, matching carriers, analyzing loss runs, checking policies, managing quote lifecycles, and drafting emails autonomously.
23 AI Tools That Take Action
The AI autonomously decides when to call tools and works through multi-step tasks by calling tools in sequence over up to 5 rounds per turn, reading each result before deciding the next action.
Extract Quote Data
Pull structured data from documents
Import Quote Data
Save complete quotes in one operation
Update Quote
Conversational edits with preview
Populate Coverages
Auto-fill coverage details
Import Schedules
Bulk import drivers, vehicles, locations
Update Schedule Item
Edit single schedule rows
Delete Schedule Item
Remove schedule rows
Search Quotes
Natural language pipeline search
Quote Details
Full quote info with coverages & history
Pipeline Summary
Real-time aggregate stats
Bind Quote
Mark as bound with premium
Mark Quote Lost
Close quotes with reason
Remarket Quote
Flag for remarketing
Reactivate Quote
Reopen lost quotes
Search Carriers
Find carriers by appetite & state
Carrier Details
Full profiles, contacts & eligibility
Carrier Match
Match carriers to quotes by coverage
Search Brokers
Wholesale broker lookup
Broker Details
Contacts, notes & relationships
Compare Documents
Side-by-side policy analysis
Loss Run Analysis
Consolidate claims & compute ratios
Policy Check
Verify policies against docs
Draft Email
Context-aware email composition
Platform Capabilities
Everything your team needs in one system — nothing to stitch together.
Document Intelligence
Process 10+ file types. OCR, table extraction, semantic chunking, and vector search — all automatic.
True Agency Knowledge Base
Carriers, Brokers, Quotes, and Agency Knowledge — all searchable by AI simultaneously.
Web Automation
Automate carrier portal workflows with a real browser engine. Visual builder, scheduling, and webhooks.
Coverage Analysis
AI reviews quotes against best practices, catches gaps, and flags missing endorsements and disclosures.
Pipeline Dashboards
Real-time visibility into volume, status, team performance, and conversion metrics.
Enterprise Security
Multi-tenant isolation, MFA, SSO, granular permissions, full audit trails, and AI usage controls.
Business Impact
Measurable outcomes, not just features.
10x Your Best People
Tasks that consumed hours now take minutes. Your team gets back to building relationships and closing deals.
Recover Hidden Revenue
Identify commission leakage. Find carriers paying 10% when 15–20% is available. Savings often pay for the platform.
Eliminate E&O Exposure
AI catches coverage gaps before they become claims. Never forget a disclosure form again.
Scale Without Hiring
Grow your book without proportionally growing headcount. QV handles the operational load.
Operationalize Expertise
Your agency's institutional knowledge becomes an AI-searchable asset for every team member.
Cross-Sell Growth
QV identifies cross-sell opportunities your team doesn't have time to find manually.
Who QuoteVolution Is Built For
Independent Agencies
Agencies managing multiple carrier relationships that need to move faster without adding staff.
Commercial Lines Teams
Teams drowning in submission complexity, carrier portal work, and coverage detail management.
Broker-Driven Operations
Operations that coordinate across wholesale brokers and need better market visibility and submission tracking.
Growth-Focused Agencies
Agencies that want to scale revenue without proportionally scaling headcount and overhead.
Enterprise-Grade Security
QuoteVolution is built on a multi-tenant architecture with complete data isolation. Your data never touches another agency's environment.
Multi-Tenant Isolation
Each agency operates in a fully isolated environment with separate data storage, search indexes, and access controls.
MFA & Trusted Devices
Multi-factor authentication, trusted device management, and self-service SSO configuration.
Granular Permissions
Role-based access across every module — quotes, carriers, brokers, AI, automation, and admin features.
Full Audit Trail
Every create, update, and delete action logged with user identity and timestamp.
AI Usage Controls
Dashboard tracking of AI consumption, model costs, document processing, and configurable overage limits.
Self-Service Admin
Manage users, roles, branding, settings, and configurations without vendor support.
Access
Join the Launch Partner Program
We're inviting a select group of agencies to be Launch Partners — working directly with our team to shape the platform, get hands-on onboarding, and lock in preferred terms before we open to the general market.
Spots are limited. Request a demo below and we'll reach out as soon as possible to discuss whether it's a fit.
Apply for Early AccessApply for Early Access
Tell us a bit about your agency and we'll reach out as soon as possible to walk you through the platform and see if the Launch Partner Program is a fit.
You're on the list.
We'll be in touch as soon as possible. Keep an eye on your inbox — and your phone.
Something went wrong sending your application. Please email us directly at hello@quotevolution.com and we'll get you sorted.
No commitment required. We'll have a conversation first to make sure it's a good fit on both sides.