Meet QUAD
One AI that runs your entire agency — quoting, CRM, renewals, compliance, commissions, and communication. Not a feature bolted on. An operating system built in.
One AI. Every workflow.
QUAD doesn't automate one task — it runs your entire agency.
Quote & Compare
Multi-carrier quotes in seconds, not hours.
- Compare rates from 200+ carriers through TurboRater — auto, home, renters, condo, motorcycle.
- Side-by-side coverage breakdowns so you pick the right fit, not just the cheapest.
- One conversation: quote, compare, and add the prospect to your CRM.
Client Intelligence
Your entire book of business, searchable and smart.
- Bidirectional sync with Momentum AMP — changes in QUAD update your AMS and vice versa.
- Instant client lookup across policies, claims, and communication history.
- Create prospects, log activities, and assign tasks without leaving the conversation.
Renewals & Retention
Never miss a renewal. Never lose a client to autopilot.
- Automated renewal scanning flags at-risk policies weeks before expiration.
- Cross-sell engine identifies upsell opportunities across your book.
- Cancellation detection triggers retention workflows before it's too late.
Compliance & Regulatory
State requirements, FCC consent, flood zones — checked automatically.
- State-specific coverage requirements verified before bind.
- FCC prior express consent tracked and logged for every client touchpoint.
- FEMA flood zone lookup built in — no third-party tool needed.
Commissions & Financials
Know what you're owed. Reconcile in minutes, not days.
- Upload a carrier statement and QUAD matches every line item against your book.
- Discrepancies flagged instantly with reason codes and dollar amounts.
- Commission intelligence tracks trends across carriers and policy types.
Communication & AI
Voice calls, Slack, follow-ups — QUAD handles the busywork.
- Gail AI processes inbound calls, extracts client data, and creates follow-up tasks.
- Slack integration pushes alerts, updates, and summaries to your team channels.
- Automated email and SMS outreach for renewals, cross-sells, and re-engagement.
Now try it yourself
Pick a scenario and drive the conversation. Every tool call, every result — this is how your agency runs with AI.
Starting scenario...
Want to go off-script?
Soon you'll be able to type anything and talk to QUAD directly — with a sandboxed demo agency, synthetic clients, and real AI responses.
Your agency runs on 5 different systems.
QUAD runs them all.
Stop juggling tools. Start running your agency with one AI that connects everything.