Every key program in the app, with a page that shows it.
CRM · Pipeline · Service · Executive · Team · Performance · Marketing · Training
QuoteMasters HQ is an insurance agency operating system. These pages map to the modules owners and staff open every day, not a generic feature list.
Pick a program. See the real UI.
Each page uses Full Alpha screenshots from the live demo tenant. Customer 360, Quote Pipeline, Service Desk, and the rest of the sidebar.
Today / Command Center
Agency snapshot, quote queue, open tasks.
02Customer CRM
Customer 360, households, X-date renewals.
03Executive
Start My Day production and agency health.
04Sales & Pipeline
Quote pipeline stages and sales floor.
05Quote Desk
Intake, ownership, next action.
06Service Desk
CSR queue, policy work, claims, comms.
07Marketing Studio
Month plan, mailer, email, social.
08Team
Staff activity, coaching, scoreboards.
09Performance
Lead → win, sources, budget reports.
10Lead Accountability
Ownership, contact rate, stalled work.
11CallMaster
AI training, duos, challenges, rewards.
12Agency Admin
Onboarding, roles, integrations.
13Speed to Lead
First-touch timing as an operating habit.
14What We Replace
The convenience / replace-stack map.
Want the walkthrough across every program?
Book a demo and move from Customer CRM through Pipeline, Service Desk, Marketing Studio, and CallMaster in one session.