Quoteplicity: Pricing, Free Demo & Features

Last Updated Jul 1, 2026

Overview

Quoteplicity helps life insurance agencies that are seeking a connected sales environment by combining lead generation, multi-carrier quoting, and underwriting research. While some users report limited PDF quote sharing options, its integration, lead conversion performance, and quoting capabilities make it a noteworthy option for insurance distribution teams.

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Starting Price

$59

per month

Quoteplicity Specifications

Underwriting Management
Quote Management
Agent Management
Broker Management
Customer Management (CRM)
Risk Assessment And Analysis
Document Management
Customer Portal
Workflow Automation
Reporting And Analytics

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What Is Quoteplicity?

Quoteplicity is an insurance platform built specifically for life insurance agents, agencies, IMOs, and BGAs. It supports insurance-specific processes such as prospect qualification and agent-led sales activities. The platform allows agencies to capture quote requests, compare carrier rates, assess applicant eligibility, and manage prospect engagement without relying on multiple disconnected applications.

What Is Quoteplicity Best For?

The platform is well known for its health-condition-based underwriting research through QuoteIQ. It allows agents to evaluate how specific medical conditions and medications may affect eligibility across different carriers before an application is submitted. This capability is particularly relevant for life insurance agencies that frequently work with applicants who have complex health histories and need carrier recommendations aligned with underwriting requirements.

How Much Does Quoteplicity Cost?

The platform’s starting price is $59/month. This package, known as the Producer plan, includes capabilities such as a full underwriting toolkit, Pulse, QuoteIQ, and more. Additional Quoteplicity pricing tiers are as follows:

Agency - $199/month

Besides the monthly subscription charges, users should also account for additional, hidden costs, including but not limited to:

Implementation And Onboarding: May range from approximately $500–$5,000, depending on agency size and workflow complexity
Data Migration: Typically falls between $1,000–$10,000 based on the amount of data to be transferred
Third-Party Integrations: May require an estimated investment of $500–$7,500 to connect CRM, carrier, or other business applications
Customization And Configuration: Can often range from roughly $1,000–$10,000 for advanced workflow customization or specialized configuration services
Premium Support And Consulting: May cost anywhere from $100–$1,000+ per month for additional support or consulting services

Get a personalized Quoeplicity cost today.

Disclaimer: The pricing is subject to change.

Quoteplicity Integrations

The software supports integration with multiple systems and platforms, such as:

Agent CRM
AgencyZoom
GoHighLevel
Momentum CRM
Slack software

How Does Quoteplicity Work?

Here's how you can get started with the software upon logging in and accessing the dashboard:

Review leads, quotes, and sales activity from the main dashboard
Configure quote forms, landing pages, and qualification journeys
Connect CRM systems and map insurance data fields
Select carriers and products available for quoting
Evaluate health conditions and underwriting criteria through QuoteIQ
Assign leads using routing rules and distribution settings
Generate and compare multi-carrier life insurance quotes
Launch follow-up campaigns using automated email and SMS sequences
Monitor applications, quote history, and pipeline progress

You can also schedule a free Quoteplicity demo to experience the platform's functionalities first-hand.

Who Is Quoteplicity For?

Quoteplicity caters to the needs of insurance professionals dealing in various types of life insurance, such as

Universal life
Agentless term life
Final expense
Whole life
Children’s whole life
Return of premium life
Instant issue life

Quoteplicity Use Cases

Based on our analysis of Quoteplicity’s insurance-focused capabilities, we have identified several scenarios where the platform may be a suitable fit for agents, agencies, and insurance distribution organizations:

Life Insurance Agencies Serving Applicants With Complex Medical Histories

Many life insurance applicants have pre-existing conditions or medication histories that can significantly affect eligibility and pricing. Determining which carrier is likely to offer favorable underwriting terms often requires extensive research. Quoteplicity software is well-suited for agencies that frequently encounter these cases because it provides carrier-specific underwriting context before an application is submitted, helping teams evaluate options with greater confidence.

Independent Agents Comparing Carrier Options During Client Consultations

Independent agents often represent multiple carriers and need to evaluate policy options while speaking with prospects. Switching between separate carrier portals can slow conversations and make comparisons difficult. The platform is designed for agencies that want to review multiple carrier rates in a single quoting environment while providing clients with side-by-side policy information during the decision-making process.

Insurance Marketing Organizations Managing Lead Generation Programs

Organizations that invest in digital advertising, landing pages, and lead acquisition campaigns require a structured way to qualify prospects before agents become involved. Without a consistent intake process, teams may spend time pursuing individuals who are not suitable candidates. Quoteplicity can support these operations through consumer-facing quote experiences and qualification journeys designed specifically for life insurance inquiries.

Growing Agencies Standardizing Sales Processes Across Producers

As agencies expand, maintaining consistency across quoting, prospect follow-up, and application preparation becomes increasingly challenging. Different producers may collect information differently or follow separate procedures when evaluating applicants. The software is a strong fit for organizations seeking a more standardized approach, allowing teams to work from shared quoting, qualification, and lead-management processes.

Brokerage Organizations Coordinating Carrier Relationships And Lead Distribution

Brokerages and larger insurance distribution groups often manage relationships with multiple carriers while distributing leads among agents operating in different territories or specialties. Tracking opportunities and ensuring prospects reach the appropriate producer can become difficult as lead volume increases. The system aligns well with these environments by supporting carrier access, lead routing, and sales activity management within the same ecosystem.

Is Quoteplicity Right For You?

If your organization focuses on life insurance sales, Quoteplicity might be the ideal solution for you. It offers capabilities that align closely with the insurance quoting journey. The software provides TCPA compliance customization options, allowing organizations to tailor how they capture consent and log data. Trusted by various companies, such as Lincoln Financial Group, Pacific Life, Foresters Financial, and more, the platform is highly scalable to meet the needs of growing agencies.

Still have queries about the Quoteplicity software? Contact us at (661) 384-7070 for detailed guidance to make an informed decision.

Quoteplicity Features

Quoting And Underwriting

This functionality area brings together LiveQuote and QuoteIQ to support carrier selection and applicant evaluation. Agents can compare real-time rates from multiple life insurance carriers, review underwriting considerations, assess medical eligibility, and identify suitable products before beginning the application process.

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CRM And Automation

Quoteplicity features CRM and automation tools, Pulse and Nexus, providing an insurance-focused environment for managing leads and ongoing opportunities. It lets teams track pipeline activity, automate follow-up communications, route prospects to assigned agents, and connect insurance data with supported CRM platforms and workflows.

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Services And Growth

The platform offers services and growth modules, Launchpad and Ascend, to support agencies during implementation and ongoing optimization. Quoteplicity software assists with website setup, funnel configuration, onboarding activities, conversion testing, and automation adjustments, while providing guidance aligned with insurance-focused marketing initiatives.

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Distribution

The system includes Gateway and Marketplace distribution tools, which focus on carrier access and lead acquisition. It allows agencies to manage carrier appointments and expand product availability. The platform also provides access to pre-qualified life insurance leads. In addition, sales teams can connect with prospects sourced through the broader Quoteplicity insurance ecosystem.

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Consumer Experiences

The software provides Beacon and Signal tools to support insurance prospect acquisition and qualification. It lets insurers deploy quoting experiences and application journeys to gather information from prospective customers. The platform also supports landing pages, health questionnaires, and intake forms. These tools help visitors evaluate coverage options before speaking with an agent.

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Pros And Cons of Quoteplicity

A quick look at Quoteplicity's strengths and weaknesses to
help you decide if it's the right fit

Pros

Helps increase customer engagement during the buying process
Increases lead generation through self-service quoting
Higher quote conversions support business growth
Reduces application effort with pre-collected data
Improves customer satisfaction through more relevant experiences

Cons

Backend settings can take time to learn
Mobile accessibility is somewhat limited
Initial setup requires time and configuration

Quoteplicity Pricing

An overview of Quoteplicity pricing plans to help you
choose the best option for your team and budget.

Producer	Agency

Lead automations Full underwriting toolkit LiveQuote · agent quoter Consumer quote links Quote history and lead tracking Pulse · CRM and lead management QuoteIQ · underwriting intelligence	Pulse · pipeline tracking and analytics QuoteIQ · underwriting intelligence Lead webhooks Full underwriting toolkit LiveQuote · agent quoter Nexus · CRM and lead management Public quote pages Consumer quote links Custom agent branding Advanced client intake forms

Disclaimer: The pricing details were last updated on Aug 18, 2026 from the vendor's website. Please contact us for a tailored pricing list.

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Frequently Asked Questions

Quick answers to common questions to help you better understand the product, features, and services.

What other apps does Quoteplicity integrate with?

Quoteplicity integrates with various third-party applications, including AgencyZoom, Slack, GoHighLevel, Agent CRM, and Momentum.

What language does Quoteplicity support?

Quoteplicity supports the English language.

Does Quoteplicity offer an API?

Ye, Quoteplicity offers an API.

What level of support does Quoteplicity offer?

Quoteplicity offers email, form submission, and phone support.

How much does Quoteplicity cost?

The software has two pricing plans: Producer ($59/month) and Agency ($199/month). Get a custom Quoteplicity price quotation based on your organization’s size and needs.

Who are the typical users of Quoteplicity?

Typical users of Quoteplicity include professionals dealing with various types of life insurance, such as final expense, return-of-premium life, universal life, children’s whole life, instant-issue life, whole life, and agentless term life.

Does Quoteplicity have a mobile app?

No, Quoteplicity does not have a mobile app.

Overview

Starting Price

$59

Quoteplicity Specifications

What Is Quoteplicity?

What Is Quoteplicity Best For?

How Much Does Quoteplicity Cost?

Quoteplicity Integrations

How Does Quoteplicity Work?

Who Is Quoteplicity For?

Quoteplicity Use Cases

Life Insurance Agencies Serving Applicants With Complex Medical Histories

Independent Agents Comparing Carrier Options During Client Consultations

Insurance Marketing Organizations Managing Lead Generation Programs

Growing Agencies Standardizing Sales Processes Across Producers

Brokerage Organizations Coordinating Carrier Relationships And Lead Distribution

Is Quoteplicity Right For You?

Quoteplicity Features

Pros And Cons of Quoteplicity

Pros

Cons

Quoteplicity Pricing

Producer

Agency

$59 per month

$199 per month

Quoteplicity Reviews

Frequently Asked Questions

What other apps does Quoteplicity integrate with?

What language does Quoteplicity support?

Does Quoteplicity offer an API?

What level of support does Quoteplicity offer?

How much does Quoteplicity cost?

Who are the typical users of Quoteplicity?

Does Quoteplicity have a mobile app?

What Is Quoteplicity?

What Is Quoteplicity Best For?

How Much Does Quoteplicity Cost?

Quoteplicity Integrations

How Does Quoteplicity Work?

Who Is Quoteplicity For?

Quoteplicity Use Cases

Life Insurance Agencies Serving Applicants With Complex Medical Histories

Independent Agents Comparing Carrier Options During Client Consultations

Insurance Marketing Organizations Managing Lead Generation Programs

Growing Agencies Standardizing Sales Processes Across Producers

Brokerage Organizations Coordinating Carrier Relationships And Lead Distribution

Is Quoteplicity Right For You?