Pricing

Simple pricing. Scoped to your agency.

Implementation based on your team size, carrier configuration, and workflow. Ongoing pricing scales with how you use Quote.

Solo
Owner-operator or single agent
Core Implementation
+ $3/lead
Ongoing platform, processing fees based on usage
  • 1 agent
  • Supported carrier configuration
  • CRM / AMS workflow setup
  • Quote workspace
Agency
2-5 agents working meaningful lead volume
Core Implementation
+ $3/lead
Ongoing platform, processing fees based on usage
  • Up to 5 agents
  • Multi-user onboarding
  • Supported carrier configuration
  • CRM / AMS integration
  • Priority implementation support
Scale
6+ agents or more complex workflows
Core Implementation
+ Monthly Rate
Ongoing platform, processing fees based on usage
  • 6+ agents
  • Expanded workflow mapping
  • Advanced onboarding
  • Operational reporting
  • Priority support

What changes the implementation?

Implementation depends on team size, carrier configuration, and workflow complexity.

Agent count

More users mean more onboarding, permissions and rollout coordination.

Carrier mix

The number and reliability of supported carrier workflows affects setup and ongoing operations.

Workflow complexity

A simple CRM handoff is different from a multi-system, multi-step implementation.

Not sure which tier fits?

A 20-minute workflow review should make the answer obvious.