Quoteplicity Life Quoter

Introducing the Quoteplicity Quoter Plugin

We help life insurance agents grow their business with online quoting software.

Now you can quote and compare life insurance products without ever leaving your CRM.

Quoteplicity is designed to make selling life insurance faster, easier, and more profitable, and now it works directly inside your CRM with our brand new plugin.

No more switching tabs, copy-pasting contact info, or losing track of quotes.

With the Quoteplicity Quoter Plugin, you can:

Quote Inside Your CRM

The plugin opens directly in your contact view and auto-fills your client’s details like name, DOB, state, and gender directly into the quoter automatically. That means zero double-entry and way less friction.

Customize the Experience

Choose the exact companies and products you want to show. Filter by:

• Product type (term, whole, final expense, guaranteed issue, etc.)

• Coverage amount and duration

• Health class

• Riders (e.g., accidental, living benefits, critical illness)

• Underwriting type (simplified issue, guaranteed issue, etc.)

Access Real Product Info

See detailed product pages, sample applications, and underwriting guides for each plan right inside the plugin. Stop hunting through carrier portals. Everything you need to answer client questions or pre-screen for underwriting is at your fingertips.

Run All Types of Quotes

Quote across multiple product types — side by side.

With Quoteplicity, you can run quotes for:

• Final Expense

• Term Life (10, 20, 30+ years)

• No Medical Exam Term

• Living Benefits

• Whole Life

• Guaranteed Issue / Instant Issue

• Universal Life (IUL, GUL)

• Accidental Death

• Children’s Life Insurance
  

You can even compare different coverage types in the same quote, like 10, 20, and 30-year terms, together to help your client clearly see their options.

Once a quote is ready, send it directly to your client by SMS or email. They can interact with it, adjust the term or coverage, and request to apply right from the link.

Save & Share Quotes

Quotes are automatically linked to a contact’s record so you can refer back, follow up, or send an update later. You can also generate a personalized quote link to share with your client.

They can:

• View the quote

• Adjust coverage, term, or health class

• Select the policy that fits their needs

• Request to apply, or start the app on their own
  

It’s a modern quoting experience that puts your client in the driver’s seat while keeping you in control.

Built for Agents. Backed by Experts.

Quoteplicity is built by a team of insurance agents and software developers who understand how frustrating traditional quoting tools can be. That’s why we created a platform that simplifies the quoting process, removes barriers to sales, and helps you close more policies.

Whether you’re an agency owner or a solo agent, Quoteplicity is your all-in-one tool to:

• Run fast, accurate quotes

• Compare plans side by side

• Deliver a better client experience

• Keep everything organized in one system

• Sell more policies with less effort

More Efficiency. More Sales. Happier Clients.

The Quoteplicity Quoter Plugin is the next evolution of life insurance sales.
It’s not just a tool,  it’s your new sales advantage.

We help life insurance agents grow their business with online quoting software.

Try the Plugin Now. You’ll never quote the old way again.