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Quoteplicity

Overview

Quoteplicity 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Quoteplicity
Quoteplicity
5.0
(5)

Pricing

Starting at $97.00 per month

About Quoteplicity

Quoteplicity is a cloud-based quoting solution designed for insurance agents and agencies. The platform caters to a range of insurance professionals, from those serving a smaller niche to those catering to a broader audience. It enables users to handpick carriers and products, allowing them to craft the perfect portfolio for their clients. Quoteplicity also offers a tailored coverage selection, empowering agents to curate a suite of insurance options that cater to their clients' unique needs and preferences. Key features inlcude customizable recommended products, lead capture capabilities, CRM integration and more.

Quoteplicity Screenshots

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Quoteplicity Pricing and Plans

Starting price: $97.00 per month
Free Trial
Free Version

Starter Plan

$97.00

flat rate, per month

Plan includes:

  • Drop-in widgets
  • Data-collection funnels
  • Handpick carriers and products

Professional Version

$199.00

flat rate, per month

Plan includes:

  • Drop-in widgets
  • Data-collection funnels
  • Handpick carriers and products
  • CRM integration
  • Multi-website management (manage up to 2 websites with one account)
  • Team management (manage up to 5 users)

Team Plan

$399.00

flat rate, per month

Plan includes:

  • Drop-in widgets
  • Data-collection funnels
  • Handpick carriers and products
  • CRM integration
  • Multi-website management (manage up to 5 websites with one account)
  • Team management (manage up to 25 users)
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Quoteplicity Features

  • Popular features found in Quoting
    Automated Quoting
    Billing & Invoicing
    Customizable Branding
    Discount Management
    Document Management
    Electronic Signature
    Pricing Management
    Proposal Generation
    Third-Party Integrations
  • More features of Quoteplicity
    Access Controls/Permissions
    Activity Dashboard
    Activity Tracking
    API
    Broker/Agent Portal
    Catalog Management
    CRM
    Customer History
    Customizable Fields
    Customizable Forms
    Customizable Reports
    Customizable Templates
    Drag & Drop
    Email Management
    Email Marketing
    For Life Insurance
    Forms Management
    For Personal Insurance
    Insurance Rating
    Lead Management
    Life & Health
    Multi-State
    Pricing and Cost Calculations
    Quotes/Estimates
    Rating Engine
    Real-Time Data
    Real-Time Reporting
    Real-Time Updates
    Reporting & Statistics
    Search/Filter
    Secure Login
    Template Management
    User Management

Quoteplicity Integrations

Zapier
Zapier
Zoho CRM Plus
Zoho CRM Plus
AgencyZoom
AgencyZoom

Quoteplicity User Reviews

Overall Rating

5.0

Ratings Breakdown

5

100%

4

0%

3

0%

2

0%

1

0%

Secondary Ratings

Ease of Use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

Have you used Quoteplicity and would like to share your experience with others?

BB

Brian B.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 12 months

Review source

Reviewed October 2025

Quoteplicity is a game changer

5

As far as I know there is nothing on the market remotely close to what Quoteplicity offers, it was simple to integrate on my website, I get positive feedback from prospects daily and because of this user experience I know it's helping me close business.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
I've been in the life insurance business for over 20 yrs, I've used other quoters on the market but Quoteplicity is a game changer. It's modern, it's clean, it's straightforward, it's educational, it's simple and best of all it puts the prospect in control of being able to review whatever amounts of coverage they want on their own time.
Cons:
Quoteplicity can run quotes for any product on the market, but I focus on the senior market and I prefer sending pdf's of quotes instead of links.

Read More

OS

Omar S.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 12 months

Review source

Reviewed October 2024

The Best quoting software for your website!

5

Quoteplicity.com has been a game changer for my business! Since integrating their quoting software into my website, I’ve seen a significant increase in lead conversions. The support from [sensitive content hidden] has been absolutely amazing – they worked closely with me to customize everything, including creating a version specifically in Spanish for my website visitors, who are primarily Spanish-speaking. Their dedication to making sure the experience is seamless and easy for potential clients has truly improved the way I offer life insurance online. Highly recommend to anyone looking to enhance their website’s performance!

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Easy to use, beautiful UX/UI and support. Collects all of the required data needed from your prospect to complete 70% - 80% of the application
Cons:
Nothing I didn't like. exceeds my expectations

Reasons for choosing Quoteplicity

customization, ux/ui, Language and support

Reasons for switching to Quoteplicity

language customization and user experience

Read More

BE

Benjamin E.

Verified reviewer

Insurance

Self-Employed

Used daily for less than 12 months

Review source

Reviewed March 2025

AWESOME quoter/lead gen tool for life insurance agents

5

Great. It's been very helpful to allow my clients to get a quick quote on their own, which leads to leads being generated.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Clean and simple interface. Engaging funnel. Easy integration into my website. The ability to prioritize certain carriers over others.
Cons:
Some of the back end settings take a little time to figure out, but overall it's not bad and it's nothing the client see publicly, so all is fine.

Read More

BB

Bennett B.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 12 months

Review source

Reviewed October 2024

Quoteplicity is the number one quoting engine for your site

5

Very easy to use and add on my website. [sensitive content hidden] have been the best to work with. Always there to help with any questions.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
I like the design of the quoting apps and the funnel. It has proven to be a much better lead conversion than other quoting engines.
Cons:
I have not found anything that I did not like.

Read More

RR

Richard R.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 6 months

Review source

Reviewed July 2024

Best quoter on the market

5

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Ease of setup, customization, accuracy of quotes and great customer service.
Cons:
Nothing so far. Every recommendation for a fix or feature has been completed.

Reasons for switching to Quoteplicity

Great interface with easy customization.

Read More

Showing 1 - 5 of 5 Reviews

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