How It Works
From checkout to fully running, on the systems you already use
One form, one file from your agency management system and, on Pro and Complete, a one-time phone setting. After that, QuoteBind AI runs every day on its own — no new software for your team to learn.
Watch the 90-second overview
Everything QuoteBind AI handles for your agency
Calls, quotes, your agency page, reminders, certificates and the client portal, growth, the owner dashboard and the weekly AMS update, shown with a demo agency and sample data. The presenter is an AI avatar.
Setup, step by step
Six steps, most of them one-time
- Pick a plan and subscribeCore, Pro or Complete — month to month, no setup fee, paid by card. Right after payment you receive a welcome email with your personal setup link.
- Tell us about your agencyOne form: agency name and contact, office address, the lines of insurance you write, the carriers you work with, office hours, license numbers by state, your Google reviews link and the password for your owner dashboard.
- Share your policy exportUpload the policy export from your agency management system or a spreadsheet. QuoteBind maps its columns — renewal dates, payment frequency, policy status — automatically. No AMS? Add policies one by one from the dashboard.
- Choose how clients reach you onlineA page we host for your agency with your logo, colors, services and license details (our AI can write the "about us" for you), a simple link to share, or one line of code on the website you already have. Your own domain is optional.
- Turn on call forwarding (Pro and Complete)Your agency gets a dedicated US AI phone number. You forward missed and after-hours calls to it with a one-time setting at your phone company — we send the exact steps for your provider. Book a Call on your page dials out from that same number.
- Check your owner dashboardSee everything that is running. From then on, quote replies, renewal and payment reminders, the client portal, certificates of insurance and your owner dashboard start running from your own data.
After go-live
What runs on its own, every day
Once your data is in, the routine work happens on a schedule — not when someone remembers to do it.
Every morning
Renewal and payment dates move forward as each term and payment period passes, and the days-to-renewal and days-to-payment counts are recalculated.
Reminders, on time
Active policies renewing in the next 30 days and premium payments coming due get a reminder by email, in your agency's name.
Back to your AMS, daily
A CSV in your management system's own format is sent to you every day, ready to import, so your AMS stays the source of truth.
Weekly refresh
Upload your latest export once a week — new policies are added and changed ones updated, nothing is deleted. If a week goes by without it, you get a friendly reminder.
Around the clock
Quote requests from your page or website get a reply in seconds, day or night. On Pro and Complete, forwarded calls are answered and summarized by email.
Always visible
The owner dashboard shows new leads, policies coming due and open risk alerts, and clients can check their own policy in the portal.
Clear lines
What QuoteBind does — and what stays with your team
QuoteBind handles
First replies to quote requests, follow-up questions, reminders, routine proof-of-coverage certificates, after-hours calls (Pro and Complete), lead follow-up, cross-sell and churn flags, review requests and the daily data sync.
Your licensed team keeps
Quoting premiums, binding coverage, claims, certificates that need limits, additional insured wording or official ACORD forms, and every final decision with your clients.
What you don't need
No new software to learn, no passwords to your website, no new phone number for your clients, no annual contract.
Month to month
Plans from $129 a month with no setup fee. Pro and Complete add the AI phone line with 600 or 1,500 minutes included. See pricing →
FAQ
Questions agency owners ask
Do I need an agency management system (AMS)?
No. If you have one, you upload its export and QuoteBind maps the columns automatically. If you don't, you can add policies one by one from the owner dashboard.
Will you change my website or ask for its passwords?
No. You can use a page we host for your agency, or add our chat and quote request to your current website with one line of code. We never touch your server or ask for your site passwords.
Do my clients have to call a new number?
No. On Pro and Complete your agency gets a dedicated US AI number, and you forward missed and after-hours calls to it. Clients keep dialing the number they already know.
Is there a contract?
No. Every plan is month to month with no setup fee.
Go deeper
A closer look at each service
Let's Talk
See what QuoteBind would automate for your agency.
Book a call: tell us a little about your agency and pick when we call you. To see exactly where QuoteBind saves your team time, compare what each plan includes on our Pricing page.
Ask our AI anything in the chat — pricing, setup, or what QuoteBind would automate for your agency — and get answers right away. Prefer email? Write to [email protected].
No contracts. No obligation. Just a conversation.
