EasyQuote is a smart lead collection and quoting assistant designed specifically for insurance agents. Simplify how you gather client details, generate quotes, and follow up — all from one streamlined tool.
How It Works
Enter your prospect’s name, phone, and email — that’s it.
EasyQuote automatically sends a secure link via text message to your prospect.
The client completes their personalized insurance form at their convenience — covering auto, home, motorcycle, boat, ATV, golf cart, and life insurance.
Once submitted, the full form is securely delivered to your email — ready for quoting.
Why Agents Love EasyQuote
Effortless Lead Capture — Collect and manage new leads in seconds without manual data entry.
Automated Client Follow-Ups — Receive smart reminders and follow-up lists for prospects who haven’t completed their form yet.
Professional Client Experience — Give clients a simple, secure, and mobile-friendly way to share their details.
Instant Notifications — Get real-time alerts as soon as new forms are submitted.
Comprehensive Reporting — Weekly and monthly summaries help you stay on top of performance and conversions.
Perfect For
Independent agents, brokerages, and sales teams who want to save time, close more deals, and provide a seamless digital experience to their clients.
Security You Can Trust
All client data is transmitted securely, protecting both your business and your customers.