Apply for early access to QuoteMasters HQ closed alpha.
A few agencies run their full day-to-day operations in QuoteMasters HQ, with more than 20,000 outbound calls on our phone system each week. Early access beta puts your agency on that same system and opens a channel for release feedback.
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 is open now and 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.
What we show when we meet.
Bring how your agency handles quotes and dialing today. We will walk the closed-alpha screens in production and cover what early access beta includes.
Working closed alpha
How alpha agencies already run day-to-day operations on QuoteMasters HQ today.
Quote Desk + SLA prioritization
Every request with source, owner, and waiting clock — sorted by follow-up timing priority.
Dial Shield Pro + outbound dialing
Phone system in use: 20,000+ weekly outbound calls reported, with Dial Shield Pro spam-flag protection.
Reporting owners can review with the team
Connect reporting without counting AI call screeners (like Google) and voicemail as live answers when those are detected.
Early access beta path
How to join, what new features you can give feedback on, and OS / OS + Teams packaging.
Early access means login to the closed-alpha system and feedback on new releases.
You get the live OS: Dial Shield Pro dialing, SLA queue timing, proprietary reporting, CRM, Quote Desk, Marketing Studio, and CallMaster. New features ship to early access agencies first, and we use your feedback while we build.