Oblq Quote runs your leads through the agent portals you use today, producing quotes on the carrier sites and generating actual premium results that are surfaced to a single dashboard.
Quote connects to your CRM where it matters in your workflow and watches for new leads. Then runs those leads through each of the carriers you have a relationship with to produce quotes that you can use to initiate conversations and edit if you need to.
Our setup is white-glove: we'll configure your CRM integration and your carrier panel.
As leads are loaded into your CRM, Quote runs each lead end to end through the carriers in parallel: address validation, property details, standard underwriting questions, coverage selections. Each carrier's quirks are handled by a flow built for that specific carrier.
Each carrier reports to a tile: premium and coverage when it quotes, the carrier's stated reason when it declines, and a plain-English fix when something is missing. A bad address or missing year built is not a dead end: correct it in your CRM and re-run that one lead with one click.
Quote proposals save as PDFs to your cloud storage, attach to the lead in your CRM, and every tile deep-links to the live quote in the carrier portal, so binding picks up exactly where the robot left off.
Carrier logins are stored encrypted at rest and decrypted only at quoting time. Rotate them whenever you want.
If a carrier is down, the tile says so and the lead retries. Quote never dresses an outage up as a decline.
Leads, quotes, and PDFs live in your CRM and your cloud storage. Quote works for your agency, not on your data.
No. Raters model premiums from rate tables and the numbers drift from what the carrier actually offers. Quote fills the carrier's own portal and returns the carrier's own number, with the quote saved in their system, ready to bind or to update with additional or new information.
The ones you have relationships with. Quote does not come with a fixed menu: each carrier flow is built individually for your agency's appointed markets as part of onboarding, and maintained as carriers change their portals. Bring your panel and we build to it - quoted end to end, declines classified, PDFs captured.
The tile tells you exactly what the carrier needs, in plain English. You fix it in your CRM, click re-run on that lead, and every carrier gets a fresh shot with the corrected data.
No. Leads keep landing in your CRM the way they do now. The only new habit is running one dashboard to read answers instead of a row of portals to type into. Most of our customers work all day through the Oblq Quote dashboard instead of their CRM.
Setup is white-glove: we wire up your CRM, enter your carrier panel with you, and run your first live leads together. Most agencies are running the same week they start.
A 20-minute demo with three of your real leads beats any pitch.
Product fit matters to us... that's why our product team (not sales) will meet with you. When you decide to move forward, they'll get you started.
Someone from our product team will reach out to schedule. If you would rather not wait, email [email protected].