01
Source visibility
Know which source created the lead, what it cost, how it performed, and whether the outcome justified the spend.
What it does
Every feature exists to answer one question: should we turn this lead flow up, down, or off?
QuoteMasters HQ focuses on the high-leverage mechanics that decide whether paid leads become revenue or disappear into operational waste.
Why it matters
Features
Explore QuoteMasters HQ features for lead routing, source control, speed-to-lead, campaign monitoring, and revenue reporting.
Source scorecardsAuto-routing rulesLive transfer statusLead capsAgent queue visibilityOwner dashboard
02
Routing control
Route leads based on capacity, geography, product type, agent availability, speed, or campaign rules.
03
Performance scorecards
Give owners a fast view of cost per lead, contact rate, quote rate, close rate, and revenue impact.
FAQs
Common questions
Does it replace my CRM?
It can support a CRM, but the first job is controlling lead flow and accountability.
Can it support multiple lead vendors?
Yes. The data model is built around source-level visibility.
Can it help with speed-to-lead?
Yes. Speed-to-lead is one of the core operating metrics throughout the product.
For insurance agencies
Your Agency Deserves a Command Center — Not Another Spreadsheet.
QuoteMasters HQ gives owners, managers, and producers one premium workspace for quote intake, follow-up, handoffs, and performance — built to save time, protect leads, and push your team to the top of the board. Request a guided preview and see why agencies are switching.