insurance quote desk software
Quote Request Management Built for Agency Sales Ops
Organize incoming quote requests by source, quote type, contact status, and next action. Sales ops teams get a cleaner workflow for intake, assignment, follow-up, and quote progress — without juggling inboxes, spreadsheets, and memory.
Sales Ops · Quote Desk
Every quote request has a source, an owner, and a next action.
Quote Desk keeps intake, assignment, first-touch SLA, and quote progress in one queue — so sales ops is not guessing from inboxes.
In QueueUnworked and open requests
AssignedOn agent desks with owners
First Call SLAVisible timing on every row
StatusNew through quote sent
Review before you renew
Ready to tighten sales ops around every quote request?
See how QuoteMasters HQ helps agencies manage intake, assignment, follow-up, and quote progress in one place.