Proof from closed-alpha agencies on QuoteMasters HQ.
20,000+ weekly outbound calls, Dial Shield Pro, and SLA prioritization.
These agencies use QuoteMasters HQ for CRM, quotes, follow-up, marketing, training, and dialing. Operator quotes and the Michigan case study are below.
What QuoteMasters HQ does in closed alpha.
QuoteMasters HQ is insurance agency software for CRM, quote desk, follow-up, marketing, training, and outbound dialing in one login. A few independent agencies already use it that way in closed alpha. Early access beta is open now and adds your agency to that same system if you will give feedback on new releases.
Full day-to-day operations on HQ
Alpha agencies use QuoteMasters HQ for CRM, quotes, follow-up, marketing, training, and dialing in one login.
20,000+ outbound calls / week
Outbound calling volume reported on our phone system each week during closed alpha.
Dial Shield Pro
Spam-flag protection for outbound dialing numbers, built to help keep agency numbers connectable.
Reporting that separates live answers
Reporting is built to show spend, contact, and pipeline clearly. Many phone systems count AI call screeners (such as Google’s) and voicemail as live connects; HQ reporting is built to detect those so your connect rate reflects live people.
SLA lead prioritization
SLA here means service-level timing on new work. Leads can be sorted by when follow-up is most valuable so high-priority quotes do not sit in a pile.
Operator quotes
Anonymized operator feedback from agencies running QuoteMasters HQ modules for sales, follow-up, marketing, and training.
“We stopped asking who called the lead. The desk already shows the owner, the clock, and the next move.”
“Marketing finally stopped living in a separate calendar. The month plan feeds the same queue the floor works.”
“CallMaster gave us practice people actually open. When volume spiked, the scripts were already in their hands.”
Michigan independent: one OS instead of five tools
A Michigan independent agency replaced CRM clutter, inbox intake, speed-to-lead spreadsheets, and ad-hoc training with QuoteMasters HQ — then added live telemarketing seats so producers could stay on closing work.
Apply for early access
Apply for early access beta. Bring partners if they need to see the product before you decide.