Insurance agency software for CRM, quotes, follow-up, marketing, training, and dialing.
One login for the desks your team uses every day. Closed alpha is live; early access beta is open.
QuoteMasters HQ is built for independent insurance agencies. It puts customer CRM, Quote Desk, follow-up tracking, Marketing Studio, CallMaster training, and outbound dialing in one system. Dial Shield Pro helps keep dialing numbers off spam flags. SLA prioritization sorts new work by timing. Reporting counts live people separately from AI screeners and voicemail.
Book a walkthrough to see the screens, then apply for early access if it fits.
A few independent agencies run CRM, quotes, follow-up, and dialing in QuoteMasters HQ today.
Outbound volume reported on our phone system, with Dial Shield Pro helping keep dialing numbers connectable.
Apply for login access and send feedback on releases as they land.
Step through one outbound call and see what counts as a connect.
Simulated example, not a live call feed. Move the dial to see how AI screeners and voicemail can inflate a connect rate, and what QuoteMasters HQ counts as a live connect.
Outbound call starts
The dialer places the call. Nothing is counted as a connect yet.
How outbound answers get classified
Simulated dial activity for demonstration. Move through sample dispositions to see how Google-style AI screeners and voicemail are filtered out of the live-connect rate.
| Dest | Agent | Ping | Queue | Resolve |
|---|---|---|---|---|
| Alpha pod · MI | TM-04 | 86ms | SLA hot | Live person |
| Alpha pod · MI | TM-02 | 92ms | Renewal | AI screener (Google) |
| OS + Teams pod | TM-07 | 78ms | Quote desk | Voicemail |
| Alpha pod · OH | TM-01 | 101ms | Reactivate | No answer |
| OS + Teams pod | TM-05 | 88ms | SLA hot | Live person |
| Alpha pod · MI | TM-03 | 95ms | X-date | Voicemail |
| OS + Teams pod | TM-06 | 84ms | Quote desk | AI screener (Google) |
| Alpha pod · IN | TM-08 | 110ms | Reactivate | Busy |
Simulated activity for demonstration only. Other dialers often count AI screeners and voicemail as connects — QuoteMasters HQ reporting is built not to.
What QuoteMasters HQ does in closed alpha.
QuoteMasters HQ is insurance agency software for CRM, quote desk, follow-up, marketing, training, and outbound dialing in one login. A few independent agencies already use it that way in closed alpha. Early access beta adds your agency to that same system if you will give feedback on new releases.
Full day-to-day operations on HQ
Alpha agencies use QuoteMasters HQ for CRM, quotes, follow-up, marketing, training, and dialing in one login.
20,000+ outbound calls / week
Outbound calling volume reported on our phone system each week during closed alpha.
Dial Shield Pro
Spam-flag protection for outbound dialing numbers, built to help keep agency numbers connectable.
Reporting that separates live answers
Reporting is built to show spend, contact, and pipeline clearly. Many phone systems count AI call screeners (such as Google’s) and voicemail as live connects; HQ reporting is built to detect those so your connect rate reflects live people.
SLA lead prioritization
SLA here means service-level timing on new work. Leads can be sorted by when follow-up is most valuable so high-priority quotes do not sit in a pile.
How an agency day looks with QuoteMasters HQ open.
From overnight quote requests through end-of-day reporting, here is how the modules get used.
Overnight quotes show an owner
Quote Desk lists after-hours requests, who owns each one, and how long each has been waiting.
First contact is visible on screen
SLA prioritization (queue order by timing) surfaces high-priority work first. Speed-to-Lead and Lead Accountability show contact rate, reached status, and anything still waiting.
Producers open the household record
Customer CRM shows households, policies, and renewal x-dates beside the same people on Quote Desk and Service Desk.
Marketing work is already queued
Marketing Studio holds the month plan. Mail, email, and ads go out with source tags Quote Desk can read.
Training happens before volume rises
CallMaster runs script and handoff drills. Live telemarketing pods can dial on our phone system with Dial Shield Pro helping keep numbers connectable.
Owners review one reporting view
Reporting shows campaign spend, contact rates that exclude AI screeners and voicemail when detected, pipeline movement, and coaching targets in one place.
What agencies using the product say.
“We stopped asking who called the lead. The desk already shows the owner, the clock, and the next move.”
“Marketing finally stopped living in a separate calendar. The month plan feeds the same queue the floor works.”
“CallMaster gave us practice people actually open. When volume spiked, the scripts were already in their hands.”
Modules included in QuoteMasters HQ.
These are the modules agencies use inside QuoteMasters HQ for customers, quotes, follow-up, marketing, training, and dialing.
Customer CRM
Look up households, policies, and renewal x-dates from one customer index.
02Quote Desk
Work every quote request in one queue with source, status, and next action.
03Sales & Pipeline
Move quotes through stages with waiting clocks beside the quote board.
04Service Desk
Run CSR work for policy changes, claims, and customer messages in one queue.
05Speed-to-Lead
See which new leads were worked quickly and which are still waiting.
06Lead Accountability
See ownership, contact rate, and follow-up gaps on one screen.
07Marketing Studio
Build a month of mail, email, and ads with source tags the desk can use.
08CallMaster Training
Practice with AI drills, avatar dialers, challenges, and locker rewards.
09Live Telemarketing Teams
Add employed, trained telemarketers who dial inside the same platform.
10Live Communication
Call, text, and transfer without jumping between separate tools.
Look up households, policies, and renewal dates in one CRM.
Customer 360 lets producers and CSRs search leads, households, customers, policies, and renewal x-dates from one index, so everyone opens the same customer record.
- Lookup by name, phone, email, or household ID
- Households and X-Date Renewals beside search
- Feeds Quote Desk and Service Desk without a second CRM
Put every quote request in one desk with a waiting clock.
QuoteMasters HQ puts each request on one Quote Desk with source, quote type, contact status, and next action, then moves it through Sales & Pipeline stages.
- One queue instead of inboxes, texts, and memory
- Visible waiting time and follow-up needed
- Pipeline stages from New through Won / Lost
See who owns each lead and whether first contact happened.
Lead Accountability shows contact rate, first-touch timing, ownership, campaign performance, and opportunities that still have no follow-up.
- Contacted, reached, quoted, or still open
- Source and campaign performance in one view
- See which sources are working before you spend more
Plan a month of mail, email, and ads in Marketing Studio.
Build the campaign calendar, mailers, budget pacing, and source tags in one place so Quote Desk can see what marketing is sending.
- Full-month campaign calendar without the Monday rebuild
- Mailers, caps, and pacing tied to real quote sources
- Owners see what is live without another spreadsheet
Practice scripts with AI prospects and avatar dialers in CallMaster.
CallMaster is training software with solo AI drills, duo practice, manager 1-on-1 coaching, and unlockable locker gear so producers can rehearse scripts and handoffs before call volume rises.
- Solo AI rounds with prospect avatars and step-by-step scripts
- Duos, group breakouts, and private manager coaching codes
- Missions, badges, and challenge modes that reward real practice
Add QuoteMasters-employed telemarketers who dial inside the platform.
Live telemarketing teams employed by QuoteMasters HQ, trained on our system, and working inside the platform. Pricing is available per telemarketer or as a full pod.
- Outbound calling and appointment setting handled for you
- Producers can stay on kept appointments instead of cold dialing
- Seat pricing or managed pods with pod manager + QC
Show producers and CSRs the screens they would use.
On the walkthrough we open Dial Shield Pro dialing, SLA lead prioritization, reporting, CRM, Quote Desk, Marketing Studio, CallMaster, and optional live telemarketing seats so your team can see the daily workflow.
Common owner tasks in QuoteMasters HQ.
Review campaign spend
Check which sources and campaigns produced contacted work, and which did not.
Track first contact
Check first-touch timing and ownership so new quotes are not left sitting.
Run CallMaster drills
Open CallMaster in the same login producers already use for quotes and dialing.
Add seats with ownership
Add agents, campaigns, or dialing seats and keep an owner on every request.
Apply for early access
Book a walkthrough of Dial Shield Pro, SLA prioritization, reporting, CRM, Quote Desk, and Marketing Studio. Bring partners if they need to see it.