Packaging

Agency OS, live teams, and Jessica.

Everyone’s job gets easier when they’re all on QuoteMasters HQ.

Agency OS is the software. OS + Teams adds people who dial. Jessica finds the live answers and hands them to that team. Disposition and the recording stay on the lead.

Apply for Early Access Staffing details

Choose your lane

Three packages on the same QuoteMasters HQ system.

Available

Agency OS

Software access for CRM, Quote Desk, pipeline, service, marketing, CallMaster, Dial Shield Pro dialing, and reporting.

Customer CRM (households, policies, x-dates)
Quote Desk, Sales Pipeline, Service Desk
SLA prioritization + Speed-to-Lead accountability
Marketing Studio month planning
CallMaster Training Academy
Proprietary reporting + Dial Shield Pro calling stack

Apply for Early Access

Available

OS + Teams

Agency OS plus QuoteMasters-employed telemarketers who dial inside the same platform and phone system.

Everything in Agency OS
Per-telemarketer seats or managed pods
Appointment setting inside the same platform
Dial Shield Pro + high-volume outbound calling
Producers stay focused on closing work

See staffing pricing

Available

AI Telemarketing

Jessica dials aged leads, keeps the ones a real person answered, and hands that pool to your telemarketers.

Live answers only. Voicemail and AI screeners stay out
Recording and disposition already on the lead
Works beside live teams, does not replace them
Easier when the agency and the caller are both on HQ

See AI telemarketing

Need a recommendation?

Book a walkthrough before you pick packaging.

We show Agency OS first, then live teams if you need dialers. Jessica runs on that same system. The more of your people on it, the less anyone is chasing a file somewhere else.

Apply for Early Access See proof

Review before you renew

Apply for early access

Book a live QuoteMasters HQ demo covering Agency OS and OS + Teams options.

Apply for Early Access