Quote Lifecycle Management
Track every quote from intake through submission, carrier response, proposal, binding, and renewal in one unified view.
Eliminates fragmented workflows and gives teams one source of truth for every quote.
Platform Features
Insurance Quoting, Rebuilt for Modern Agencies
QuoteVolution is the AI-powered operating system for insurance agencies. It brings quoting, market management, document intelligence, web automation, and secure tenant administration into one platform — so your team stops juggling tools and starts closing more business.
Complete Platform Capabilities
Everything your agency needs in one system — nothing to stitch together.
Smart Market Matching
QV knows every carrier and broker — their appetites, eligibility by state, and commission rates. Best markets recommended instantly.
Helps producers find the right market options faster without manual research.
Application Automation
Auto-complete carrier applications with accuracy checks, coverage gap analysis, and endorsement review.
Cuts application time from hours to minutes while reducing E&O risk.
Proposal Generation
Create professional, branded proposals in seconds — not hours.
Lets your team spend more time closing deals and less time formatting documents.
AMS Integration
Bi-directional sync with your agency management system. Enter sold policies automatically.
Eliminates double-entry and keeps your AMS current without manual effort.
Carrier Management
Centralized carrier profiles with appetites, contacts, state eligibility, commission rates, and relationship history.
Your entire market knowledge base in one place, searchable by AI.
Broker Management
Organize wholesale broker records, appetites, contacts, notes, and market relationships.
Know which markets you access through which brokers at a glance.
Coverage Analysis
AI reviews quotes against client-type best practices, catching gaps, missing endorsements, and unsigned disclosure forms.
AI-driven E&O protection baked into every quote.
Renewal Intelligence
Proactively identify remarketing opportunities, commission optimization, and cross-sell potential.
Recover revenue your team doesn't have time to find manually.
Real-Time Dashboards
Pipeline visibility for managers. Track team performance, quote velocity, and conversion rates.
Manage by outcomes, not by asking people what's going on.
Industry Reference Data
Built-in ISO, NAICS, NCCI, SIC, and lines-of-business data — no setup required.
Reduces setup effort and improves data consistency across the team.
White-Label Branding
Your agency's logo and name. The platform looks and feels like your own system.
Reinforces agency identity for every team member.
Visibility, Control, and Security at Every Level
Multi-tenant isolation, granular permissions, MFA, SSO, audit logging, and self-service administration — so agencies can scale without losing control.
Business Impact
- Shorten submission-to-quote cycle time
- Increase team efficiency without increasing headcount
- Reduce rekeying errors and operational bottlenecks
- Improve visibility across active, pending, and closed quotes
- Recover commission leakage and identify cross-sell opportunities
- Standardize processes across producers, account managers, and admins
Enterprise Security
- Complete tenant isolation — your data never touches another agency's environment
- MFA, trusted device management, and self-service SSO
- Role-based access across every module
- Full audit trail: every action logged with user identity and timestamp
- AI usage controls with configurable overage limits
- Self-service admin — no vendor support needed for day-to-day config
See QuoteVolution in Action
If your team is managing quoting across portals, spreadsheets, email, and disconnected systems, QuoteVolution is the purpose-built alternative.
Apply for Early Access