Module tour of QuoteMasters HQ.
Quote desk, follow-up, marketing, training, and dialing in one login.
This page walks the screens staff open. The insurance agency operating system product page is the homepage. Closed-alpha agencies already run core day-to-day work there. Early Access is for exploring what is live and giving feedback on modules still in development.
After a quote request arrives: owner, timing, and next action.
Looking for the product? Start on the insurance agency operating system. This tour shows how quote requests, follow-up, campaign sources, lead status, and retention work sit on the same screens for agents, managers, and owners.
QuoteMasters HQ is insurance agency software for independent agencies in the United States. A Michigan agency is one closed-alpha example, not a geographic limit. Review Before You Renew is a separate Michigan consumer review service.
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.
Live Telemarketing Teams
Pair the OS with telemarketer staffing so employed, trained callers dial inside Quote Desk while producers close. Jessica finds the live answers and hands them to that floor. Everyone’s job gets easier when they are all on HQ.
Modules for quote intake, ownership, follow-up, and dialing.
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.
Producers and CSRs see intake, ownership, and next action in one view.
QuoteMasters HQ shows producers and CSRs what came in, who owns it, how fast it was touched, and what still needs follow-up, without bouncing between inboxes and spreadsheets.
Every major module in the app has a page.
Customer CRM, Sales & Pipeline, Service Desk, Executive, Team, Performance, Marketing Studio, CallMaster, Agency Admin: mapped to the Full Alpha sidebar.
Customer CRM
Customer 360 search across leads, households, policies, and renewal x-dates, insurance CRM without generic clutter.
Sales & Pipeline
Quote Pipeline stages with waiting clocks, next steps, and Sales Floor handoffs beside the board.
Service Desk
CSR queue for policy changes, claims, and customer comms, priority and assignment visible.
CRM, intake, marketing, training, and reports without five separate logins.
See the replace map: what QuoteMasters HQ takes off your tool stack so staff spend time quoting, not hunting for the next tab.
Built around intake, retention, follow-up, and owner visibility.
QuoteMasters HQ was built from an agent’s perspective. Agencies 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
Book a walkthrough of QuoteMasters HQ modules and daily workflow.
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.