Standalone Personal Lines Rater by Quotamation

• Quoting (Standalone Rater)

• Reporting, analytics & accountability (Goals & Prospects) for insurance agents

Quoting:

• Instant Data Lookup - Enter just a name, DOB, and address and we’ll instantly pull home info, additional household drivers, and vehicle details. Less typing, more selling.

• Embedded Quoting - Empower clients to kickstart their quotes directly on your agency's site. More qualified leads, fewer distractions, happier agents.

• Carrier Access - Access quotes from over 100 national and regional carriers through a single platform. Compare options and find the best coverage for your clients in minutes.

Goals: Track, measure, and achieve your agency's most important targets and goals.

• Set meaningful goals that drive growth across your entire agency.

• Track key metrics like premium, policies written, and new household quotes in real-time with customizable dashboards.

• Keep your team aligned, accountable, and motivated with clear visibility into performance.

Prospects: Turn leads into clients with simple prospect management

• Streamline your sales pipeline with an intuitive prospect management system built for insurance agencies.

• Track leads through every stage of your sales cycle and convert prospects into quotes with a single click.

• Keep your entire team aligned with a centralized view of all prospect activities and never let a valuable lead slip through the cracks.

Integrations: EZLynx, AgencyZoom, Gaya, & HawkSoft (HawkSoft integration being launched April 2026)