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For independent insurance agents

Quote a full auto + home bundle in under 22 seconds — across 200+ carriers.

Personal and commercial lines in one platform — auto, home, renters, umbrella, commercial auto, BOP, workers' comp, flood, boat, and more. AMS, CRM, and rating engine unified, orchestrated by QUAD AI.

Plans start at $999/mo. No setup fees, no long-term contract. See pricing.

Personal & commercial lines — one launchpad

  • Auto
  • Home
  • Renters
  • Condo
  • Umbrella
  • Commercial Auto
  • BOP
  • Workers' Comp
  • Flood
  • Boat
  • Motorcycle
  • RV

<22s

Full Bundle Quote*

11+

Lines of Business

200+

Carriers via TurboRater

50 + DC

States Covered

Everything your agency needs in one platform

AMS, CRM, and multi-carrier rating — powered by AI and integrated with the tools agencies already trust.

Agency Management System

Powered by Momentum AMP (NowCerts) with bidirectional sync. Manage policies, documents, and client data — changes in Quotely update your AMS and vice versa.

Insurance CRM

Built-in CRM backed by NowCerts integration. Track leads, manage contacts, log activities, and nurture relationships — all synced to your book of business.

Multi-Carrier Rating

Compare quotes from 200+ carriers through TurboRater by Zywave. Auto in 4.8s, home in 17s — full bundle under 22 seconds vs. 10–15 minutes on legacy raters.*

Gail AI Voice Agent

Integrated AI voice agent that handles inbound calls, extracts client data, and creates follow-up tasks — so your team can focus on closing deals.

Why Quotely

Four things Quotely ships that legacy tools don't

These are the capabilities agencies switch for — grounded AI, voice handoff, sub-minute quoting, and real-time alerts.

QUAD AI

Grounded assistant

Cited answers pulled from your agency's own policies, rules, and client files. Not a generic chatbot — QUAD watches, suggests the next action, and only acts with approval.

Gail AI Voice

Inbound voice handoff

A named AI team lead that takes after-hours and overflow calls. Gail extracts the client details, opens the file, and creates the follow-up task before your team touches the phone.

Quote Launchpad

Sub-minute new-client quotes

One-screen launcher that bundles TurboRater auto + home, pre-fills the AMS record, and triggers underwriting uploads — built for sub-minute new-client quotes.

Agency Alerts

Real-time action queue

Cancellations, e-sign gaps, ink docs, and UM form follow-ups surface the moment carriers send them. Your team sees what needs action this hour, not when email surfaces it.

Simple, transparent pricing

No setup fees, no hidden costs. Pick a token bucket that matches your quote volume — unused tokens roll over.

1 token = 1 full multi-carrier quote (auto, home, bundle, or any supported line). Unused tokens roll over monthly.

Starter

$999/month

50 tokens/month

1 token = 1 AI-assisted quote request across the 200+ carrier network.

  • AMS (Momentum AMP) included
  • CRM included
  • TurboRater included
  • QUAD AI + Gail Voice included
  • Unused tokens carry over
  • API access + Credential vault
Most Popular

Professional

$1,799/month

250 tokens/month

1 token = 1 AI-assisted quote request across the 200+ carrier network.

  • AMS (Momentum AMP) included
  • CRM included
  • TurboRater included
  • QUAD AI + Gail Voice included
  • Unused tokens carry over
  • API access + Credential vault

Enterprise

$2,399/month

500 tokens/month

1 token = 1 AI-assisted quote request across the 200+ carrier network.

  • AMS (Momentum AMP) included
  • CRM included
  • TurboRater included
  • QUAD AI + Gail Voice included
  • Unused tokens carry over
  • API access + Credential vault

Loved by Agency Owners

Independent Agency PrincipalGoogle
2 months ago

Quotely cut our auto bundle quote cycle from 12 minutes on PL Rater to under a minute. The TurboRater integration just works and QUAD catches renewal changes we used to miss.

Commercial Lines ProducerGoogle
3 months ago

We replaced three separate tools — our AMS, our CRM, and a rater — with Quotely. Gail handles overflow calls and drops clean notes into the file. Saves at least an hour per day per producer.

Agency Operations ManagerGoogle
1 month ago

The Agency Alerts panel is the single biggest operational upgrade we've made. Cancellations, e-sign gaps, and UM forms surface automatically instead of getting buried in email.

Reviews shown are from Google and represent the opinions of actual users. Individual results may vary.

Ready to transform your agency?

Independent agencies use Quotely to quote in seconds, run renewals on autopilot with QUAD, and replace three legacy tools with one platform.

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