A Premium Workspace for Quote Requests, Follow-Up, and Agency Growth Built for Insurance Teams.
QuoteMasters HQ gives agencies a cleaner way to capture quote requests, manage follow-up, understand campaign activity, support retention, and see where opportunities stand.
Built to help agencies see what happens after the quote request comes in.
QuoteMasters HQ is designed around the real agency floor: new quote requests, follow-up needs, campaign sources, lead status, retention opportunities, and team visibility. It gives agents, managers, and owners a cleaner operating view without making the consumer experience feel like a cheap lead funnel.
Quote Request Intake
Capture the fields agencies need for a real quote review: contact info, quote type, address, ZIP, date of birth when needed, carrier, renewal timing, and consent.
Lead Status Visibility
Track New Quote Request, Contact Attempted, Reached, Quote Started, Quote Sent, Follow-Up Needed, Won, Lost, Not Interested, and Bad Contact Info.
Follow-Up Management
Help teams see what needs a call, text, email, quote review, or next follow-up before the opportunity goes cold.
The tools agencies need to work quote opportunities professionally.
The platform supports quote flow, retention, campaign visibility, team follow-up, and basic agency management visibility from a premium insurance-focused interface.
Campaign Source Tracking
See where quote requests came from across campaigns, funnels, landing pages, and local review traffic.
Retention Workflows
Support renewal reviews, escrow reviews, bundle reviews, reactivation campaigns, and review-before-you-renew outreach.
Agency Management Visibility
Give owners and managers a clearer view of quote flow, follow-up needs, campaign activity, and team accountability.
Know Where Every Quote Request Came From.
QuoteMasters HQ gives teams simple visibility into quote request activity, campaign source, contact status, and follow-up needs.
Designed for real agency problems: intake, retention, follow-up, and visibility.
QuoteMasters HQ was built from an agent’s perspective. Agencies do not just need names and numbers. They need cleaner intake, better context, faster follow-up, stronger retention workflows, and a consumer experience that builds trust from the first click.
For Agents
A simpler way to see who needs follow-up, what type of quote review they requested, and what information is already available.
For Managers
Better visibility into contact status, quote progress, campaign source, and follow-up needs.
For Owners
A cleaner picture of quote flow, campaign performance, retention opportunities, and agency activity.
QuoteMasters HQ app and agency workspace
See how the QuoteMasters HQ platform can help your agency work smarter.
Get a closer look at the agency UI built for quote intake, lead status visibility, campaign source tracking, follow-up accountability, retention workflows, and agency management visibility.