QuoteDeck is quoting, presentation, enrollment and CRM software for licensed health and life insurance agents, built by an independent agency owner for his own agents.
1. Your client requests a quote. Text or email them a branded quote request form, and their info comes straight into QuoteDeck.
2. You build the quote. The Quick Quoter pulls live rates for Medicare, ACA, term life, IUL, whole life and final expense (with underwriting), dental and vision, hospital indemnity, short-term medical and supplemental plans. Group plans into packages so cross-selling is built in.
3. You share it with your client. One branded link opens on any phone and shows benefits, providers, formularies and a monthly total for each package.
4. Your client enrolls. The enrollment form is mostly filled in from the quote request, your client signs digitally, and compliance records are kept for you.
For IMOs, FMOs and agencies, QuoteDeck offers a private signup link for your agents and a report page showing who is quoting and how many quotes are going out.
