Quotely Pricing Overview

The full platform, unlocked. Starter, Professional, and Enterprise include TurboRater (auto + home), AMS + CRM via Momentum AMP by NowCerts, QUAD AI, Gail Voice, IVANS, Agency Alerts, and API access. Tiers differ only in token capacity and AMS seat count. Momentum AMP by NowCerts AMS — Momentum AMP Manage policies, documents, and client data with bidirectional NowCerts sync. Changes in Quotely update your AMS and vice versa. Momentum AMP by NowCerts CRM — Momentum AMP CRM backed by the same Momentum AMP (NowCerts) data layer as your AMS. Track leads, manage contacts, log activities — all synced to your book of business. TurboRater by Zywave TurboRater — 200+ carriers Multi-carrier rating through TurboRater by Zywave. Auto in 4.8s, home in 17s — full bundle under 22 seconds vs. 10–15 minutes on legacy raters. Quotely QUAD AI Grounded agency assistant. Cites your own policies, rules, and client files. Watches, suggests the next action, and only acts with approval. Gail Gail AI Voice Named AI voice agent. Handles inbound calls, extracts client data, opens the file, and creates the follow-up task before your team touches the phone. IVANS IVANS sync Automated policy downloads from carriers into your AMS. No manual re-entry, no missed endorsements. Agency Alerts Real-time action queue. Cancellations, e-sign gaps, ink docs, and UM form follow-ups surface the moment carriers send them. API access + Credential vault REST API for custom integrations. Carrier credentials encrypted with AES-256-GCM — zero plaintext storage.

What's a token? One token = one automated multi-carrier quote across 200+ carriers. Tokens are consumed by Quotely's automated quoting engine — not manual quotes you run yourself. Tokens also power QUAD AI chat, Gail voice, and Agency Alert automation — higher tiers include more usage for both. AMS (Momentum AMP), CRM, IVANS sync, API access, and the credential vault are included on Starter and above — not metered. Connect includes TurboRater quotes and QUAD AI only.
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