Two plans built around the agent lifecycle. Producer for agent-side quoting and underwriting. Agency for the full consumer-facing infrastructure on top.
Producer
$59/month
Best forAgents and producers who need a quoting and underwriting toolkit to support their own sales conversations
Run quotes with LiveQuote, use QuoteIQ and the full underwriting toolkit, send consumer quote links, and manage leads in Pulse. The first user is $59/month and each additional user is $29/month, with unlimited quoting per seat.
Quoting & CRM
LiveQuote · agent quoter
QuoteIQ · underwriting intelligence
Full underwriting toolkit
Pulse · CRM and lead management
Lead automations
Quote history and lead tracking
Consumer quote links
Operations & integrations
Unlimited quoting per seat
API and webhook access · push quotes into your CRM
1st user $59/month
Additional users $29/month each
Single-user accounts auto-pause to $0 after 60 days inactive · resumes on login
Multi-user accounts stay at the $59 floor · inactive additional seats auto-pause individually
Available on Agency
Beacon · consumer quoting and application experiences
Signal · conversion funnels and lead qualification
Public quote pages and embedded website quoting
White-label and agency customization
First user $59
Additional users $29
Inactive additional seats auto-pause to $0 after 60 days · resume on login
Best forAgencies who need agent-side quoting and underwriting tools plus consumer-facing lead generation, branded quote pages, and embedded website experiences
Everything in Producer, plus the full consumer-facing quoting toolkit. Branded quote pages, embedded website quoting, lead funnels, application workflows, and white-label customization. Built for agencies running a complete life insurance sales infrastructure.
Quoting & CRM
LiveQuote · agent quoter
QuoteIQ · underwriting intelligence
Full underwriting toolkit
Pulse · pipeline tracking and analytics
Nexus · CRM and lead management
Lead webhooks
Consumer-facing quoting (front-end)
Beacon · lead capture and consumer funnels
Signal · conversion funnels and lead qualification
Public quote pages
Embedded website quoting
Consumer quote links
Advanced client intake forms
Pre-filled application workflows
Application-ready data collection
Bridge · application workflow and handoff
Custom agent branding
White-label and agency customization
Operations & integrations
Unlimited leads and quotes
2 users included
Additional users: $29/month each
Inactive user accounts auto-pause after 60 days · no billing while paused
API and webhook access
Priority onboarding and support
2 users included
Additional users $29
Inactive additional seats auto-pause to $0 after 60 days · resume on login
Best forIMOs, BGAs, call centers, CRM partners, and larger organizations
Custom infrastructure, onboarding, integrations, and scaling support for larger organizations. Includes a fully white-labeled administration area and portal so the entire experience runs under your brand.
Available on both plans. Add or remove any time, prorated. Inactive seats auto-pause after 60 days with no further billing.
$29/user/month
Additional user
Each named user with their own login. Unlimited quoting per seat. Inactive seats auto-pause after 60 days and resume the moment that user logs back in.
$99/brand/month
Additional brand
Run a second niche or co-branded site with its own quote URL, branding, and consumer-facing surfaces.
Services · beyond the software
Hands-on help when you don't want to DIY.
Software is the foundation. When you need a team to build, launch, or grow it for you, our services run alongside any plan.
Launchpad
Done-For-You Setup
We onboard, configure, and launch Quoteplicity for you. Funnel builds, lead capture, branded quote pages, integrations, and team training. Go live in days instead of weeks.
A managed growth team running on top of your Quoteplicity stack. Funnel optimization, conversion testing, automation tuning, and ongoing growth strategy delivered every month.
Powered by GoHighLevel · usage-based communications.
Quoteplicity's CRM is powered by GoHighLevel and included on every plan at no additional subscription cost. Communication actions inside the CRM · text messages, emails, phone calls, voicemail drops, and other billable services · are usage-based. You only pay for what you actually send, with transparent per-action pricing shown inside your account.
Compare plans
Producer vs Agency.
One simple decision. Test the platform on Producer, scale on Agency.
Compare plans
Producer
$59/mo
Agency
$199/mo
Quoting tools
LiveQuote · agent quoter
QuoteIQ · underwriting intelligence
Monthly quote cap
Unlimited
Unlimited
Quote history
Full
Full
CRM and lead management
Nexus · CRM and lead management
Pulse · pipeline tracking and analytics
Lead automations
Lead webhooks
Underwriting tools
Bridge · application workflow and handoff
Full underwriting toolkit
Advanced client intake forms
Pre-filled application workflows
Application-ready data collection
Consumer-facing surfaces
Consumer quote links
Beacon · lead capture and consumer funnels
Public quote pages
Branded consumer links
Embedded website quoting
Signal · conversion funnels and lead qualification
Branding
Custom agent branding
White-label and agency customization
Team management
Users included
1 ($59)
2
Additional users
$29/month each
$29/month each
Additional brands
$99/month each
Inactive seat auto-pause (60 days)
Integrations
API and webhook access
Support
Priority onboarding and support
Quick guidance
Not Sure Which Plan Fits?
Solo agents and anyone testing Quoteplicity should start on Producer. Agencies, producers, and anyone running ads, embedding quoting on a website, or scaling a team should start on Agency.
Need to roll Quoteplicity out across multiple agencies?
We build custom multi-agency rollouts, dedicated infrastructure, white-glove migrations, and revenue-share partnerships for IMOs, BGAs, call centers, and CRM partners deploying Quoteplicity at scale beyond the Agency plan.
Quoteplicity is the quoting, underwriting, lead capture, CRM, and sales automation layer agencies use before and during the application process. We do not replace your full policy management system. We work in front of it.
