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Starter

Ideal for single-website individuals

$199

$97

USD/month

Standard Features

Drop-in widgets ? We provide you with a simple HTML code snippet that you can drop into any website. It works seamlessly with WordPress and other site builders — no complicated setup needed.
Data-collection funnels ? We provide ready-to-use funnels that guide users through submitting information needed for a free quote. Link directly to a funnel or send users from a widget. 10+ funnel types are available, including Term, Final Expense, Universal Life, and more.
Handpick carriers and products ? Select the insurance companies and products you want to display. We offer over 200 products from 40+ carriers. Customize your customer and agent quoters to fit your business.
Agent Quoter ? Run quotes with health classes up to Table 16. Compare multiple term periods at once and send customers links to specific product groups. Real-time rates for 200+ carriers, including Term, Final Expense, Universal Life, Accidental, Children's, Guaranteed Issue, and more.
Email lead delivery ? Get instant lead alerts sent directly to your email. Each alert includes customer details and a link to view the full quote in the portal. You will also get notifications when a customer completes a form or requests an application.
Return to quote link ? Every quote has a unique ID, allowing you to send customers a link to return to their quote anytime. Their information loads automatically so they can pick up right where they left off.
Custom branding ? Display your logo, agent photo, phone number, and links to reviews like Google, BBB, or Trustpilot. Use a custom subdomain like yourbrand.quoteplicity.com and customize widget colors and disclaimers.
Link to review pages ? 5-star reviews help close sales. Add links to your Google, Trustpilot, or BBB pages and display trust seals directly on your quote pages to build credibility with customers.
Pre-qualification forms ? Collect health and lifestyle details before quoting or applying. Pre-qualification forms help match customers to the right products quickly.
Filter results based on Pre-qualification answers ? Automatically filter and display only the products your customer qualifies for based on their pre-qualification answers. This helps avoid showing plans they wouldn’t be eligible for.
10+ product type engines ? Access quoting engines for over 10 product types including Term, Final Expense, Universal Life, Accidental Death, Children’s Coverage, and Guaranteed Issue. All in one platform.
Data collection after submission ? After a quote is submitted, we continue collecting additional data to help you complete the sale. This includes follow-up questions, application requests, and more.
Real-time rates from over 100 carriers ? Get up-to-date quotes from over 100 top insurance carriers. Rates are pulled in real time so you always have the most accurate pricing.
Integrate with Google Analytics ? Connect your quoter to Google Analytics to track views, clicks, conversions, and user behavior. Gain insights to improve performance and marketing ROI.
Integrate with Google Tag Manager ? Easily add tracking pixels, scripts, and conversion tags by integrating with Google Tag Manager. No need to modify your website code directly.
Integrate with Facebook Ads ? Track conversions and optimize ad performance by connecting your quoter to Facebook Ads. Easily add your Pixel and custom events using Google Tag Manager.
Integrate with Google Ads ? Track leads and conversions from your Google Ads campaigns. Add your conversion tracking using Google Tag Manager for seamless integration.
Integrate with Bing Ads ? Connect your quoter to Bing Ads to track conversions and optimize campaigns. Use Google Tag Manager to add your UET tag and event tracking.
Manage one website ? The Starter Plan includes setup for one website. You can add your quoter, funnels, and tracking tools to a single domain or subdomain of your choice.
Manage two users ? Your account includes access for two users. Invite a teammate or assistant to help manage quotes, leads, and settings within your portal.
Compliant disclaimers ? Add customizable disclaimers to your quote pages to meet compliance requirements. Use default language or edit it to match your business and state regulations.
Branded widgets ? Add a customizable quote widget to your website. Choose which fields to include and select the product types you want to quote. Designed to match your brand’s style.
Join duplicate leads ? If the same person submits multiple forms, their info is merged into one lead. If two different people share the same contact info, the leads are linked together to avoid confusion.
Option to require name, email, phone ? Choose whether to require name, email, and phone before showing quotes. This helps you capture high-quality leads while keeping flexibility in your funnel setup.
Lead reports ? View detailed reports that include all customer data, answers to every form and field they filled out, lead source, quote activity, product interest, and timestamps.
Advanced conversion rate data ? See which landing pages, widgets, and funnels convert best. View source and referrer data, track conversion rates for each form, and analyze user behavior by entry point.
Access to exclusive no exam products ? Get access to select no exam life insurance products that are only available through Quoteplicity. Offer faster coverage options to your clients without medical exams.
Ability to block certain ip's ? Block traffic from specific IP addresses to prevent spam, test entries, or unwanted users from submitting forms or accessing your quoter.
Choose recommended products ? Highlight specific products as recommended in the quote results. Help guide your customers toward the plans you trust most or want to feature.
Quote table rates in agent quoter ? Run quotes with health classes up to Table 16 in the agent quoter. See pricing across multiple risk classes to match each client's underwriting profile.
Run multiple insurance types in one quote (10, 15, 20, 30 year) ? Compare multiple term lengths like 10, 15, 20, and 30 years in a single quote. Quickly see pricing across different coverage durations to help clients decide.
Real-time filters for build and tobacco usage ? Instantly filter quote results based on your client’s height and weight (build) and tobacco use. See only the products they qualify for in real time.
Filter by health conditions ? Filter results using a wide range of health conditions that match real underwriting questions on carrier applications. Quickly narrow down products your client qualifies for.
Specific company forms after the application request ? After an application request, you get access to our custom forms that match the actual questions from each carrier. Use them to complete applications or submit drop-tickets accurately.
Link to your Ethos lander ? Add your unique Ethos landing page link to your quoter. Send customers directly to your Ethos application and get credit for the sale.

CRM integration ? Connect your leads to your CRM with webhooks or integrations. Automatically send lead data into your sales pipeline for faster follow-up and better tracking.
Domain alias (quotes.yourdomain.com) ? Use a custom subdomain like quotes.yourdomain.com to host your quoter. Strengthen your brand and create a seamless experience for your visitors.
Lead webhooks ? Send lead data instantly to your CRM, email platform, Zapier, or other tools using webhooks. Automate your workflow and respond to leads faster.
Company application forms ? Access forms that mirror each carrier’s real application questions. Use them to complete apps or submit drop-tickets with accurate, company-specific information.
Stand-alone company forms with quotes ? Let customers run quotes for a specific company and view rates for different coverage amounts and term lengths. Paired with forms that match that carrier’s application questions.
Direct GoHighLevel API integration ? Send leads directly into GoHighLevel using our built-in API integration. Match fields and import all Quoteplicity data into your CRM with just one click.
Direct Digital BGA API integration ? Connect directly to your Digital BGA account using our API integration. Submit drop-ticket-ready leads and streamline your workflow without manual data entry.
Direct VanillaSoft API integration ? Send leads straight into VanillaSoft using our direct API integration. All lead data is mapped automatically so your team can start dialing without delay.
Direct Zoho API integration ? Automatically send leads into your Zoho CRM using our direct API integration. Map fields, sync data, and keep your sales pipeline up to date in real time.

White-labeled lead cards ? Ideal for agencies and lead sellers. We provide a white-labeled subdomain where agents can view all customer data on a branded lead page with no Quoteplicity references.
White-labeled agent quoter ? Give agents access to a fully white-labeled quoting tool on your custom subdomain. They can run quotes without seeing any Quoteplicity branding, keeping everything under your brand.

Professional

Ideal for multi-website entrepreneurs

$299

$199

USD/month

Standard Features

Drop-in widgets ? We provide you with a simple HTML code snippet that you can drop into any website. It works seamlessly with WordPress and other site builders — no complicated setup needed.
Data-collection funnels ? We provide ready-to-use funnels that guide users through submitting information needed for a free quote. Link directly to a funnel or send users from a widget. 10+ funnel types are available, including Term, Final Expense, Universal Life, and more.
Handpick carriers and products ? Select the insurance companies and products you want to display. We offer over 200 products from 40+ carriers. Customize your customer and agent quoters to fit your business.
Agent Quoter ? Run quotes with health classes up to Table 16. Compare multiple term periods at once and send customers links to specific product groups. Real-time rates for 200+ carriers, including Term, Final Expense, Universal Life, Accidental, Children's, Guaranteed Issue, and more.
Email lead delivery ? Get instant lead alerts sent directly to your email. Each alert includes customer details and a link to view the full quote in the portal. You will also get notifications when a customer completes a form or requests an application.
Return to quote link ? Every quote has a unique ID, allowing you to send customers a link to return to their quote anytime. Their information loads automatically so they can pick up right where they left off.
Custom branding ? Display your logo, agent photo, phone number, and links to reviews like Google, BBB, or Trustpilot. Use a custom subdomain like yourbrand.quoteplicity.com and customize widget colors and disclaimers.
Link to review pages ? 5-star reviews help close sales. Add links to your Google, Trustpilot, or BBB pages and display trust seals directly on your quote pages to build credibility with customers.
Pre-qualification forms ? Collect health and lifestyle details before quoting or applying. Pre-qualification forms help match customers to the right products quickly.
Filter results based on Pre-qualification answers ? Automatically filter and display only the products your customer qualifies for based on their pre-qualification answers. This helps avoid showing plans they wouldn’t be eligible for.
10+ product type engines ? Access quoting engines for over 10 product types including Term, Final Expense, Universal Life, Accidental Death, Children’s Coverage, and Guaranteed Issue. All in one platform.
Data collection after submission ? After a quote is submitted, we continue collecting additional data to help you complete the sale. This includes follow-up questions, application requests, and more.
Real-time rates from over 100 carriers ? Get up-to-date quotes from over 100 top insurance carriers. Rates are pulled in real time so you always have the most accurate pricing.
Integrate with Google Analytics ? Connect your quoter to Google Analytics to track views, clicks, conversions, and user behavior. Gain insights to improve performance and marketing ROI.
Integrate with Google Tag Manager ? Easily add tracking pixels, scripts, and conversion tags by integrating with Google Tag Manager. No need to modify your website code directly.
Integrate with Facebook Ads ? Track conversions and optimize ad performance by connecting your quoter to Facebook Ads. Easily add your Pixel and custom events using Google Tag Manager.
Integrate with Google Ads ? Track leads and conversions from your Google Ads campaigns. Add your conversion tracking using Google Tag Manager for seamless integration.
Integrate with Bing Ads ? Connect your quoter to Bing Ads to track conversions and optimize campaigns. Use Google Tag Manager to add your UET tag and event tracking.
Manage one website ? The Starter Plan includes setup for one website. You can add your quoter, funnels, and tracking tools to a single domain or subdomain of your choice.
Manage two users ? Your account includes access for two users. Invite a teammate or assistant to help manage quotes, leads, and settings within your portal.
Compliant disclaimers ? Add customizable disclaimers to your quote pages to meet compliance requirements. Use default language or edit it to match your business and state regulations.
Branded widgets ? Add a customizable quote widget to your website. Choose which fields to include and select the product types you want to quote. Designed to match your brand’s style.
Join duplicate leads ? If the same person submits multiple forms, their info is merged into one lead. If two different people share the same contact info, the leads are linked together to avoid confusion.
Option to require name, email, phone ? Choose whether to require name, email, and phone before showing quotes. This helps you capture high-quality leads while keeping flexibility in your funnel setup.
Lead reports ? View detailed reports that include all customer data, answers to every form and field they filled out, lead source, quote activity, product interest, and timestamps.
Advanced conversion rate data ? See which landing pages, widgets, and funnels convert best. View source and referrer data, track conversion rates for each form, and analyze user behavior by entry point.
Access to exclusive no exam products ? Get access to select no exam life insurance products that are only available through Quoteplicity. Offer faster coverage options to your clients without medical exams.
Ability to block certain ip's ? Block traffic from specific IP addresses to prevent spam, test entries, or unwanted users from submitting forms or accessing your quoter.
Choose recommended products ? Highlight specific products as recommended in the quote results. Help guide your customers toward the plans you trust most or want to feature.
Quote table rates in agent quoter ? Run quotes with health classes up to Table 16 in the agent quoter. See pricing across multiple risk classes to match each client's underwriting profile.
Run multiple insurance types in one quote (10, 15, 20, 30 year) ? Compare multiple term lengths like 10, 15, 20, and 30 years in a single quote. Quickly see pricing across different coverage durations to help clients decide.
Real-time filters for build and tobacco usage ? Instantly filter quote results based on your client’s height and weight (build) and tobacco use. See only the products they qualify for in real time.
Filter by health conditions ? Filter results using a wide range of health conditions that match real underwriting questions on carrier applications. Quickly narrow down products your client qualifies for.
Specific company forms after the application request ? After an application request, you get access to our custom forms that match the actual questions from each carrier. Use them to complete applications or submit drop-tickets accurately.
Link to your Ethos lander ? Add your unique Ethos landing page link to your quoter. Send customers directly to your Ethos application and get credit for the sale.

Multi-website management (manage up to 2 websites) ? Manage up to two separate websites with one account. Add quoters, funnels, and tracking tools to each domain or subdomain individually.
Team management (manage up to 5 users) ? Your account includes access for up to 5 users. Invite team members to collaborate, manage leads, and run quotes from the same portal.

CRM integration ? Connect your leads to your CRM with webhooks or integrations. Automatically send lead data into your sales pipeline for faster follow-up and better tracking.
Domain alias (quotes.yourdomain.com) ? Use a custom subdomain like quotes.yourdomain.com to host your quoter. Strengthen your brand and create a seamless experience for your visitors.
Lead webhooks ? Send lead data instantly to your CRM, email platform, Zapier, or other tools using webhooks. Automate your workflow and respond to leads faster.
Company application forms ? Access forms that mirror each carrier’s real application questions. Use them to complete apps or submit drop-tickets with accurate, company-specific information.
Stand-alone company forms with quotes ? Let customers run quotes for a specific company and view rates for different coverage amounts and term lengths. Paired with forms that match that carrier’s application questions.
Direct GoHighLevel API integration ? Send leads directly into GoHighLevel using our built-in API integration. Match fields and import all Quoteplicity data into your CRM with just one click.
Direct Digital BGA API integration ? Connect directly to your Digital BGA account using our API integration. Submit drop-ticket-ready leads and streamline your workflow without manual data entry.
Direct VanillaSoft API integration ? Send leads straight into VanillaSoft using our direct API integration. All lead data is mapped automatically so your team can start dialing without delay.
Direct Zoho API integration ? Automatically send leads into your Zoho CRM using our direct API integration. Map fields, sync data, and keep your sales pipeline up to date in real time.

White-labeled lead cards ? Ideal for agencies and lead sellers. We provide a white-labeled subdomain where agents can view all customer data on a branded lead page with no Quoteplicity references.
White-labeled agent quoter ? Give agents access to a fully white-labeled quoting tool on your custom subdomain. They can run quotes without seeing any Quoteplicity branding, keeping everything under your brand.

Team

Ideal for agencies

$999

$399

USD/month

Standard Features

Drop-in widgets ? We provide you with a simple HTML code snippet that you can drop into any website. It works seamlessly with WordPress and other site builders — no complicated setup needed.
Data-collection funnels ? We provide ready-to-use funnels that guide users through submitting information needed for a free quote. Link directly to a funnel or send users from a widget. 10+ funnel types are available, including Term, Final Expense, Universal Life, and more.
Handpick carriers and products ? Select the insurance companies and products you want to display. We offer over 200 products from 40+ carriers. Customize your customer and agent quoters to fit your business.
Agent Quoter ? Run quotes with health classes up to Table 16. Compare multiple term periods at once and send customers links to specific product groups. Real-time rates for 200+ carriers, including Term, Final Expense, Universal Life, Accidental, Children's, Guaranteed Issue, and more.
Email lead delivery ? Get instant lead alerts sent directly to your email. Each alert includes customer details and a link to view the full quote in the portal. You will also get notifications when a customer completes a form or requests an application.
Return to quote link ? Every quote has a unique ID, allowing you to send customers a link to return to their quote anytime. Their information loads automatically so they can pick up right where they left off.
Custom branding ? Display your logo, agent photo, phone number, and links to reviews like Google, BBB, or Trustpilot. Use a custom subdomain like yourbrand.quoteplicity.com and customize widget colors and disclaimers.
Link to review pages ? 5-star reviews help close sales. Add links to your Google, Trustpilot, or BBB pages and display trust seals directly on your quote pages to build credibility with customers.
Pre-qualification forms ? Collect health and lifestyle details before quoting or applying. Pre-qualification forms help match customers to the right products quickly.
Filter results based on Pre-qualification answers ? Automatically filter and display only the products your customer qualifies for based on their pre-qualification answers. This helps avoid showing plans they wouldn’t be eligible for.
10+ product type engines ? Access quoting engines for over 10 product types including Term, Final Expense, Universal Life, Accidental Death, Children’s Coverage, and Guaranteed Issue. All in one platform.
Data collection after submission ? After a quote is submitted, we continue collecting additional data to help you complete the sale. This includes follow-up questions, application requests, and more.
Real-time rates from over 100 carriers ? Get up-to-date quotes from over 100 top insurance carriers. Rates are pulled in real time so you always have the most accurate pricing.
Integrate with Google Analytics ? Connect your quoter to Google Analytics to track views, clicks, conversions, and user behavior. Gain insights to improve performance and marketing ROI.
Integrate with Google Tag Manager ? Easily add tracking pixels, scripts, and conversion tags by integrating with Google Tag Manager. No need to modify your website code directly.
Integrate with Facebook Ads ? Track conversions and optimize ad performance by connecting your quoter to Facebook Ads. Easily add your Pixel and custom events using Google Tag Manager.
Integrate with Google Ads ? Track leads and conversions from your Google Ads campaigns. Add your conversion tracking using Google Tag Manager for seamless integration.
Integrate with Bing Ads ? Connect your quoter to Bing Ads to track conversions and optimize campaigns. Use Google Tag Manager to add your UET tag and event tracking.
Manage one website ? The Starter Plan includes setup for one website. You can add your quoter, funnels, and tracking tools to a single domain or subdomain of your choice.
Manage two users ? Your account includes access for two users. Invite a teammate or assistant to help manage quotes, leads, and settings within your portal.
Compliant disclaimers ? Add customizable disclaimers to your quote pages to meet compliance requirements. Use default language or edit it to match your business and state regulations.
Branded widgets ? Add a customizable quote widget to your website. Choose which fields to include and select the product types you want to quote. Designed to match your brand’s style.
Join duplicate leads ? If the same person submits multiple forms, their info is merged into one lead. If two different people share the same contact info, the leads are linked together to avoid confusion.
Option to require name, email, phone ? Choose whether to require name, email, and phone before showing quotes. This helps you capture high-quality leads while keeping flexibility in your funnel setup.
Lead reports ? View detailed reports that include all customer data, answers to every form and field they filled out, lead source, quote activity, product interest, and timestamps.
Advanced conversion rate data ? See which landing pages, widgets, and funnels convert best. View source and referrer data, track conversion rates for each form, and analyze user behavior by entry point.
Access to exclusive no exam products ? Get access to select no exam life insurance products that are only available through Quoteplicity. Offer faster coverage options to your clients without medical exams.
Ability to block certain ip's ? Block traffic from specific IP addresses to prevent spam, test entries, or unwanted users from submitting forms or accessing your quoter.
Choose recommended products ? Highlight specific products as recommended in the quote results. Help guide your customers toward the plans you trust most or want to feature.
Quote table rates in agent quoter ? Run quotes with health classes up to Table 16 in the agent quoter. See pricing across multiple risk classes to match each client's underwriting profile.
Run multiple insurance types in one quote (10, 15, 20, 30 year) ? Compare multiple term lengths like 10, 15, 20, and 30 years in a single quote. Quickly see pricing across different coverage durations to help clients decide.
Real-time filters for build and tobacco usage ? Instantly filter quote results based on your client’s height and weight (build) and tobacco use. See only the products they qualify for in real time.
Filter by health conditions ? Filter results using a wide range of health conditions that match real underwriting questions on carrier applications. Quickly narrow down products your client qualifies for.
Specific company forms after the application request ? After an application request, you get access to our custom forms that match the actual questions from each carrier. Use them to complete applications or submit drop-tickets accurately.
Link to your Ethos lander ? Add your unique Ethos landing page link to your quoter. Send customers directly to your Ethos application and get credit for the sale.

Multi-website management (manage up to 5 websites) ? Manage up to 5 websites from one account. Each site has its own admin, while the master admin can access all settings, stats, and controls across every site.
Team management (manage up to 20 users) ? Manage up to 20 users under one account. Assign roles and control which brands or websites each user can access for quoting, lead management, and reporting.

CRM integration ? Connect your leads to your CRM with webhooks or integrations. Automatically send lead data into your sales pipeline for faster follow-up and better tracking.
Domain alias (quotes.yourdomain.com) ? Use a custom subdomain like quotes.yourdomain.com to host your quoter. Strengthen your brand and create a seamless experience for your visitors.
Lead webhooks ? Send lead data instantly to your CRM, email platform, Zapier, or other tools using webhooks. Automate your workflow and respond to leads faster.
Company application forms ? Access forms that mirror each carrier’s real application questions. Use them to complete apps or submit drop-tickets with accurate, company-specific information.
Stand-alone company forms with quotes ? Let customers run quotes for a specific company and view rates for different coverage amounts and term lengths. Paired with forms that match that carrier’s application questions.
Direct GoHighLevel API integration ? Send leads directly into GoHighLevel using our built-in API integration. Match fields and import all Quoteplicity data into your CRM with just one click.
Direct Digital BGA API integration ? Connect directly to your Digital BGA account using our API integration. Submit drop-ticket-ready leads and streamline your workflow without manual data entry.
Direct VanillaSoft API integration ? Send leads straight into VanillaSoft using our direct API integration. All lead data is mapped automatically so your team can start dialing without delay.
Direct Zoho API integration ? Automatically send leads into your Zoho CRM using our direct API integration. Map fields, sync data, and keep your sales pipeline up to date in real time.

White-labeled lead cards ? Ideal for agencies and lead sellers. We provide a white-labeled subdomain where agents can view all customer data on a branded lead page with no Quoteplicity references.
White-labeled agent quoter ? Give agents access to a fully white-labeled quoting tool on your custom subdomain. They can run quotes without seeing any Quoteplicity branding, keeping everything under your brand.

Drop-in ready widgets

Looking for attractive call-to-actions to use on your website? Choose from pre-built widgets, or create your own!

Data-collection funnels

Streamline the quoting process with high converting data-collection funnels.

Select the carriers and products you want to quote

Build your own portfolio by selecting your go-to carriers and products with ease.

CRM integration

Seamlessly integrate Quoteplicity with your existing CRM and lead management systems for enhanced efficiency.

Multi-website management

Manage up to 5 niche websites with a single login and one payment plan—no multiple subscriptions needed.

Frequently asked questions

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.

Is there a contract?

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.

Do you offer an affiliate program?

Yes, we are offering affiliate partnerships to select agents, agencies, and related businesses. Visit our affiliate program signup for more details.

What if I have additional questions?

If you have any questions or feedback, please don’t hesitate to call us at (602) 902-1072, send an email to [email protected], or schedule a one-on-one meeting. We are here to answer all your questions and listen to your feedback.