What should an insurance agency operating system include?
CRM, quote follow-up, ownership, marketing, training, and dialing.
This page is the checklist. QuoteMasters HQ is the product. Closed-alpha agencies already run core day-to-day work on the homepage. Early Access is for teams evaluating what is live and giving feedback on modules still in development.
What an agency operating system covers that AMS, CRM, and lead vendors do not.
Use the QuoteMasters HQ homepage when you want the product. This guide covers who owns each new quote, how fast first touch happened, which campaigns are live, which households renew next, how the team practiced, and whether dialing capacity sits in the same login as the rest of the work.
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.
Keep the AMS for books
Keep the AMS for policy and accounting. Put HQ on demand, follow-up, and growth work.
More than a contact list
Households matter — so do quote clocks, service queues, marketing months, and training under real call volume.
Lead ownership after the vendor handoff
Lead vendors deliver interest. QuoteMasters HQ assigns ownership, timing, and next action until the appointment is kept.
Screens producers and CSRs open daily
Modules map to the screens staff open every day. Optional live telemarketing seats work inside the same login.
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.
Sample schedule from 7:45 AM through close.
Sample schedule of how producers and CSRs use the modules on a normal Tuesday.
Overnight quotes show an owner
Quote Desk lists after-hours requests, who owns each one, and how long each has been waiting.
First contact is visible on screen
SLA prioritization (queue order by timing) surfaces high-priority work first. Speed-to-Lead and Lead Accountability show contact rate, reached status, and anything still waiting.
Producers open the household record
Customer CRM shows households, policies, and renewal x-dates beside the same people on Quote Desk and Service Desk.
Marketing work is already queued
Marketing Studio holds the month plan. Mail, email, and ads go out with source tags Quote Desk can read.
Training happens before volume rises
CallMaster runs script and handoff drills. Live telemarketing pods can dial on our phone system with Dial Shield Pro helping keep numbers connectable.
Owners review one reporting view
Reporting shows campaign spend, contact rates that exclude AI screeners and voicemail when detected, pipeline movement, and coaching targets in one place.
Compare AMS bolt-ons, CRM-only tools, and buying leads alone.
Read the VS pages, then book a walkthrough with anyone who needs to see the screens.
Apply for early access
Apply for early access. Agency OS, live teams, and Jessica are on the same system, so everyone’s job gets easier.