Total quotes created to date
Total quotes accepted to date
Active opportunities in pipeline
Clients in the Follow Up stage
Your most recently updated quotes
Michael Rivera
Quotes: Bronze, SilverSarah Johnson
Quotes: 20-Year Term Life, Dental & Vision, +1 moreDavid Thompson
Quotes: Short-Term Health, +2 moreJennifer Martinez
Quotes: Gold PPO, Medicare AdvantageRobert Chen
Quotes: Silver Plan, Hospital IndemnityJames Anderson
Quotes: ACA Bronze, VisionQuickly view your sales pipeline and opportunities
Pipeline Stages
Quick Actions
Review Aging Quotes3View All QuotesContinue Drafts2Start selling more in four simple steps
QuoteDeck simplifies every step of your workflow, from client request to completed application.
Clients request quotes
Send your clients a simple, intuitive quote request form via email or SMS. They provide basic information and you receive their request instantly, ready to generate personalized quotes.
- Simple, user-friendly quote request form
- Clients provide essential information quickly
- Instant notification when requests are submitted
- Streamlined workflow from request to quote
Build custom quotes
Instantly quote ACA Marketplace, Medicare, Dental & Vision, Life Insurance and ancillary plans with our quick quoter. Also add other products like Short-Term Medical, Supplemental plans, and more to your quotes, all in one place. As you build quotes, QuoteDeck learns your preferred quote structures to make future quotes faster and more consistent.
- Compare plans side-by-side with detailed benefits
- Build custom quotes by combining different products
- Add plans to quotes with a single click
Oscar
Premium
$152.85
Deductible
$700
OOP Max
$3,300
Drug Co-pay
$20
Ameritas
Premium
$35.00
Deductible
$50
Annual
$1,500
Preventive
100%
Share with clients
Send beautiful, professional quotes with your agent or agency branding directly to your clients from the QuoteDeck platform. Your clients can review all quote options, compare coverage details, and select their preferred plan with ease.
- Professional quote presentation with all quote details
- Easy comparison of different coverage options
- View product brochures, provider networks, and formularies
- Direct plan selection and response from clients
- Mobile-friendly view for any device
for Maria Gutierrez
(305) 555-1234
Your agent
Jason Palmer
Office: (123) 456-7890
for Maria Gutierrez
maria.gutierrez@example.com · (305) 555-1234
Your agent
Jason Palmer
Office: (123) 456-7890
How this works
Your agent prepared 3 options for you
- 1
Scroll to compare
Each card below is a plan with its monthly price.
- 2
Tap “Select This Quote”
Choose the one you want. You can pick more than one.
- 3
Your agent takes it from here
They’ll reach out to finish your enrollment.
Included Plans (2)
TriTerm Value
UHOne
Private Health Insurance
$90.73/mo
PrimeStar Dental & Vision
Ameritas
Dental & Vision Insurance
$21.00/mo
Total Monthly Payment
+ $6.00 in one-time application fees
Contact Agent
Included Plans (3)
Standard Silver
Ambetter
Health Insurance
$358.00/mo
Term Life Express
Mutual of Omaha
Term Life Insurance
$96.42/mo
Hospital Indemnity Elite
Allstate Benefits
Hospital Indemnity Insurance
$107.50/mo
Total Monthly Payment
Contact Agent
Included Plans (3)
BCBS PPO
Blue Cross Blue Shield
Health Insurance
$625.00/mo
PrimeStar Dental & Vision
Ameritas
Dental & Vision Insurance
$55.00/mo
Your Term
Foresters Financial
Term Life Insurance
$108.75/mo
Total Monthly Payment
Contact Agent
for John Smith
john.smith@email.com · (555) 123-4567
Jason Palmer
(123) 456-7890
Email Agent
for John Smith
john.smith@email.com · (555) 123-4567
Jason Palmer
(123) 456-7890
Email Agent
Included Plans (3)
Bronze Classic
Oscar Health
Effective Date: January 1, 2026
PrimeStar Dental & Vision
Ameritas
Total Monthly Payment
Included Plans (4)
Standard Silver
Ambetter
Effective Date: January 1, 2026
PrimeStar Dental & Vision
Ameritas
Term Made Simple
American Amicable
Total Monthly Payment
Included Plans (3)
BCBS PPO
Blue Cross Blue Shield
Effective Date: January 1, 2026
PrimeStar Dental & Vision
Ameritas
Trendsetter Super Preferred
Transamerica
Total Monthly Payment
Collect enrollment forms
Once your clients select their preferred plans, send them a comprehensive enrollment form to finalize their applications. Collect all necessary information for carrier applications, compliance records, and signatures in one streamlined process.
- Comprehensive enrollment forms for complete application data
- Collect personal, household, and health information
- Digital signatures and compliance tracking
- Auto-populate from quote request data
Everything you need to quote,
close, and grow your business
From instant quoting to automated follow-ups, manage your entire client lifecycle in one place.
CRM
All of your clients data in one place. Policies, quotes, forms, and every conversation. No more tab switching.
Sarah Mitchell
Sales Pipeline
A visual board that moves every lead from first contact to closed automatically.
Automations
The right message at every stage, automatically.
Forms
Capture quote requests and enrollment forms with built-in compliance. Turn any submission into a quote in one click.
| Type | Name | Phone | ||
|---|---|---|---|---|
| Health | Sarah Mitchell | 555-234-5678 | sarah.m@email.com | |
| Life | James Wilson | 555-891-0123 | james.w@email.com | |
| Medicare | Robert Chen | 555-321-6543 | robert.c@email.com | |
| Health | Emily Davis | 555-777-4321 | emily@email.com |
Analytics
Track revenue, conversion rates, deal size, policies and more all in one dashboard.
Total Active Clients
28
Clients with active policies
Active Policies
72
Revenue
$18.8K
Avg Deal Size
$1.2K
Total Quotes
44
Quotes Accepted
18
Policies by Plan Type
Secure, HIPAA-ready and
works with any upline
Keeping your clients’ information private and secure is our top priority. Every quote, form and client record is protected, and QuoteDeck works no matter who you’re contracted with.
256-bit SSL
Every page and form is served over an encrypted TLS 1.3 connection with a 256-bit certificate, and sensitive fields are stored with AES-256 encryption.
HIPAA-ready controls
Collect client health and coverage details through secure forms built with HIPAA safeguards: access controls, audit logs and signed consent. A Business Associate Agreement (BAA) is available on request.
Works with any upline
No contracting or upline requirements. Whatever IMO, FMO or carriers you work with, QuoteDeck works for you.
Your clients stay yours
Your client list belongs to you. We never sell your data or reach out to your clients on our own, and you can export everything anytime.
Meet Quote Navigator
Your AI assistant that gets smarter with every quote you send and every deal you close.
Close more with less guesswork
Quote Navigator learns from your real-world selling behavior by analyzing every quote you send and every decision your clients make. It adapts to how you sell, tracks what gets accepted, and helps you close more business with more confidence.
- Analyzes quote history to identify your most successful quote combinations
- Learns from client interactions to refine future recommendations automatically
- Tracks acceptance rates to highlight plans that actually close for your demographic
- Adapts to your selling style and carrier preferences over time
Your AI-powered insurance quote assistant
Hi! I'm Quote Navigator, your AI assistant that learns from your successful patterns. How can I help you with your insurance quotes today?
Frequently Asked Questions
Most agents are still sending quotes as screenshots, messy emails and jumbled PDFs, collecting client info over the phone, and chasing down signatures and compliance however they can. It's a mess, and it costs you deals and your time. QuoteDeck modernizes the whole workflow: send branded quote request forms to capture client info, pull live rates for ACA, Medicare, dental and vision, life, and supplemental plans, then build custom package options and present them in a clean layout your client can actually read. When they're ready, your enrollment form handles the rest. All while your pipeline, follow-ups, and client communications run from one place. Built specifically for insurance agents, by insurance agents.
Choose the plan that fits your business
Pro and Agency include the complete QuoteDeck workflow and a 14-day free trial.
Switch to annual billing and save 20%
For solo agents
Pro
Built for solo agents who want to quote faster and close more deals on their own.
Billed monthly
What's included:
Agency
For agencies managing multiple agents, pipelines, and clients under one roof.
Billed monthly
What's included:
For IMOs & large agencies
Enterprise
For IMOs and large agencies rolling QuoteDeck out across a downline of agents.
Volume pricing quoted for your agent count
What's included:
Start your 14-day free trial today. Nothing is charged until it ends, and you can cancel anytime.
Join the agents who use QuoteDeck to sell more
QuoteDeck streamlines your quoting process so you can present professionally, close with confidence, and win more business. Watch clients accept more quotes and your revenue rise, all from one platform built for modern insurance agents.
