QuoteDeck

QuoteDeck is a quoting platform for insurance agents who sell health and life coverage. Agents send clients a quote request form by email or SMS. They then quote ACA Marketplace, Medicare, dental and vision, and life plans from multiple carriers in a quick quoter, and can add short-term medical and supplemental products to the same proposal.

Clients get a branded, mobile-friendly proposal where they can compare tiers side by side, open brochures, provider networks and formularies, and pick a plan. The agent then sends an enrollment form that fills in from the quote request data and collects household and health details, digital signatures and compliance records.

Around the quoting tools sit a CRM, a visual sales pipeline, stage-based SMS and email automations, and an analytics dashboard for revenue, conversion and policies. Quote Navigator is an AI assistant that studies an agent's quote history and acceptance rates and suggests plan combinations based on what has closed before.