What is QuoteDeck used for?

QuoteDeck is quoting software for health and life insurance agents, with live ACA, Medicare, dental and life rates, branded proposals and enrollment forms. It is a good fit for independent agents quoting several plan types in one place, and agencies tracking quotes and follow-ups in a pipeline.

How much does QuoteDeck cost?

Paid plans for QuoteDeck start at $59.99 per month, and there is no free plan.

Is QuoteDeck open source?

No. QuoteDeck is proprietary (closed-source) software and can't be self-hosted. In the Finance & Accounting category, open-source options include InvoicePlane, Actual Budget and Firefly III.

What are some alternatives to QuoteDeck?

Other SaaS products in the Finance & Accounting category include Bonsai, FreelanceHQ and Clearwell.

QuoteDeck: features, pricing and alternatives

About QuoteDeck

QuoteDeck is a hosted quoting platform for health and life insurance agents and agencies. Clients receive a quote request form by email or SMS and the agent is notified instantly. A quick quoter then produces quotes for ACA Marketplace, Medicare, dental and vision and life plans from multiple carriers, with plans compared side by side, and other products such as short-term medical and supplemental plans can be added to the same quote.

Quotes are sent as branded proposals, and the platform learns an agent's preferred quote structures to make later quotes faster. The dashboard has quote templates, a book of business, conversations, an opportunities pipeline, automations, forms, a calendar and analytics, with follow-up reminders for quotes not accepted after five days. Enrollments can be collected on the platform.

Key features

Live ACA, Medicare, dental and life quoting
Quote request forms by email or SMS
Side-by-side plan comparison across carriers
Branded quote proposals
Opportunity pipeline and follow-up reminders
Quote templates that learn preferred structures
Enrollment collection on the platform

Good fit for

Independent agents quoting several plan types in one place
Agencies tracking quotes and follow-ups in a pipeline

Tags: insurance; quoting; aca; medicare; crm; proposals; agents

QuoteDeck: questions and answers

What is QuoteDeck used for?: QuoteDeck is quoting software for health and life insurance agents, with live ACA, Medicare, dental and life rates, branded proposals and enrollment forms. It is a good fit for independent agents quoting several plan types in one place, and agencies tracking quotes and follow-ups in a pipeline.
How much does QuoteDeck cost?: Paid plans for QuoteDeck start at $59.99 per month, and there is no free plan.
Is QuoteDeck open source?: No. QuoteDeck is proprietary (closed-source) software and can't be self-hosted. In the Finance & Accounting category, open-source options include InvoicePlane, Actual Budget and Firefly III.
What are some alternatives to QuoteDeck?: Other SaaS products in the Finance & Accounting category include Bonsai, FreelanceHQ and Clearwell.