Run Your Agency From One Place.
Built for Independent Agencies.
QuoteMasters HQ gives independent agencies a cleaner way to capture quote requests, manage follow-up, understand campaign activity, support retention, and see where opportunities stand, without a captive carrier locking your stack.
Built to help independent 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.
One operating view for quote intake, ownership, and next action.
QuoteMasters HQ shows the floor 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.
One system instead of CRM + intake + marketing + training + reports.
See the replace map: what QuoteMasters HQ takes off your tool stack so the floor spends time quoting, not hunting for the next tab.
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.