Frequently Asked Questions
Looking for answers? You’ve come to the right place.
General
Do you offer affiliate programs?
Yes, we are offering affiliate partnerships to select agents, agencies, and related businesses. For more information, please contact us at [email protected].
Can I schedule a one-on-one?
Absolutely! You can schedule a one-on-one meeting with us anytime. We’re here to address your questions and value your feedback.
Do you offer marketing services?
While we provide custom programming and design services, we do not offer marketing services to our customers. We have chosen to focus our business on software development.
However, we are planning to introduce paid lead services in the near future. Please note, we do not handle marketing for individuals or agencies.
Product
Do you help with installation?
Yes, we offer paid installation services to ensure a quick and seamless setup. Our installation process is designed to be straightforward, allowing any designer or developer to easily install the system.
Beyond basic installation, we also provide custom mapping for your CRM, code implementation on your website, and the creation of landing pages and marketing materials. Additionally, we offer design customization to align perfectly with your brand.
Is it possible to add new products to your system?
Yes, if we can’t find the quotes or rates for your specific requested product through our available APIs, we can add products to our system database.
To do so, we need access to marketing materials, rate tables, build charts, and premium calculation equations, all of which are typically available through the insurance company’s sales or underwriting departments.
We can add your preferred products and carriers to our system at no additional cost.
Do I have to contract with Quoteplicity or a certain general agency?
No, Quoteplicity is designed as a versatile tool for independent agents and agencies, allowing you to quote any product from any company you choose. Our revenue is generated through a subscription model.
You have the freedom to contract with anyone you prefer. Quoteplicity is a valuable addition to your toolkit, aimed at helping you expand your business.
Does a customer have to enter in their personal information to run a quote?
The decision is entirely yours. The key information that transforms a lead into a customer includes their name, email, and phone number—what is known as Personally Identifiable Information (PII). You have the option to collect this information at the beginning of the quoting process, just before displaying the results, or not at all, allowing customers to run quotes anonymously.
What kind of products and categories can be quoted?
The advantage of our system is its flexibility, allowing you to create multiple quote engines and select which companies and products to display.
Our system is pre-built with 10 different quote engines, including:
- Term life insurance
- No medical exam term life insurance
- Instant issue term life insurance
- Living benefits term life insurance
- Accidental death insurance
- Final expense life insurance
- Guaranteed issue life insurance
- Whole life insurance
- Universal life insurance
- Children’s life insurance
Does the quoter come in other languages?
We’re glad you asked! Our quoting tool is also available in Spanish, with all content meticulously translated. If needed, we can customize any of the translations according to your specifications.
Additionally, we offer translation services for other languages as part of a custom project, available upon request.
Do you offer other insurance types besides life insurance?
Currently we only offer life insurance, but we are excited to announce that we will soon be expanding our services. Our upcoming launches include:
- Medicare Supplement Quoter with Medicare Add-ons
- Indexed Universal Life Example Quoter
- Fixed Annuities
- Indexed Annuities
- Disability Insurance
- Critical Illness Insurance
- Cancer Insurance
These new offerings will allow us to better meet the diverse needs of our customers.
Do you have any products that can be sold completely online without an agent?
We have the capability to direct customers to any URL you specify. If you have a product you’d like us to quote, we can seamlessly send that customer to your agentless application.
Currently, our customers are quoting products from Ethos, Assurity, and Sproutt, and we are planning to expand our offerings to include more options for agentless and instant issue life insurance products.
Please note that at this time, we serve solely as a quoting platform. It is your responsibility to set up your custom agentless applications.
How do you keep the rates accurate and current?
We utilize a third-party service dedicated to real-time synchronization with insurance companies. This ensures that any changes made by the companies are instantly reflected in the rates Quoteplicity provides.
Do you offer CRM services such as email?
No, we currently do not handle any CRM functionality. We recommend that our customers use their own CRM and lead management software. If you need recommendations, we are more than happy to assist. Please contact us at [email protected].
Billing
What plan is best for me?
The Pro Plan is likely the best choice for most agents and agencies, thanks to its direct integration with your lead management software. This plan enables you to send leads in real-time using APIs or HTTPS posts and manage two separate brands, among other advanced features.
That said, we offer a free trial, allowing you to test any plan and see how it fits your needs, completely risk-free. You can always upgrade later if you find the features beneficial.
Do I have to sign a contract to become a customer?
Our software is offered on a month-to-month basis with no contracts, allowing you to cancel anytime.
If you choose an annual plan, you still have the flexibility to cancel whenever you wish, and we will refund your payment on a prorated basis.
We personally dislike contracts, and since this is our company, we choose not to impose them on our clients. Our goal is to keep you satisfied and earn your business every day.