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Description

Quoteplicity is a powerful, white-labeled quoting software designed to empower licensed life insurance agents with a centralized platform for managing their daily operations. The software simplifies the quoting process by allowing agents to ac...

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Use Cases

Key Features

  • Reporting & Statistics
  • Email Management
  • Quotes/Estimates
  • Customizable Fields
  • Customizable Branding
  • Third-Party Integrations

Made For

Industries

  • Insurance
  • Financial Services
  • Financial Planning

Customer Segments

  • Small Businesses
  • Mid-size Businesses

Supported Platforms

  • Web
  • Mobile

Pros

  • White-labeling capabilities for brand consistency
  • Centralized platform streamlines quoting and sales processes
  • Customizable sales funnels improve lead conversion rates

Cons

  • Potential reliance on carrier integrations for data accuracy
  • May require initial setup and customization to align with agency branding
Company Name
Quoteplicity
Year Founded
2008
HQ Location
Tampa, FL
LinkedIn
11-50 employees
@Quoteplicity
500+ followers

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Frequently Asked Questions