Agent Handoff
Qualified leads land with full context, lead scoring, and handoff velocity — so agents start quoting instead of chasing missing info.
QuoteMasters HQ agency platform
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.
Licensed local agentNo spamNo pressureReal local follow-up
Agency command center
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.
Platform features
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.
The agency operating system
One Platform to Run Your Agency, Crush Follow-Up, and Win More Premium.
QuoteMasters HQ is not another CRM bolt-on. It is the command center that connects quote intake, telemarketer qualification, agent handoff, follow-up accountability, and producer performance — so your team moves faster, wastes less spend, and closes more.
- See every quote request, source, and next step in one live dashboard
- Hand off qualified leads to agents with context, scoring, and velocity tracking
- Run the same workflow on desktop and mobile — from the office or the field
Built to put you on top
Turn Producer Performance Into a Scoreboard Your Team Actually Wants to Win.
Stop guessing who is carrying the agency. QuoteMasters HQ surfaces quotes, premium, close rate, and activity trends in a manager leaderboard that drives healthy competition — and real revenue.
- Rank producers by quotes, premium, close %, and activity
- Spot momentum early with trend indicators and live activity
- Coach with data, not drama — and scale what top performers do
How agencies win with QuoteMasters HQ
Every Step From First Click to Bound Policy — Without the Chaos.
The platform was built for the real agency floor: intake, qualification, handoff, follow-up, and service — with visibility owners and managers can actually use.
Follow-Up Queue
Your promise list for every callback, quote review, and renewal touch — overdue, due today, and scheduled in one view.
Customer Live Chat
Consumers get real-time support from licensed local agents — while your agency keeps the conversation inside QuoteMasters HQ.
Campaign and quote visibility
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 — in one command center your whole agency can run from.
New Quote RequestsFresh consumer interest hits your desk instantly
Campaign SourceKnow exactly what created every opportunity
Contact StatusSee follow-up movement before leads go cold
Follow-Up NeededProtect revenue with a promise list that never slips
Built by an agent
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.
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.