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One connected operating system for modern life insurance distribution.
See all products →Automations & Cross-CRM Integrations
Run Quoteplicity-grade automations inside the CRM you already use.
Nexus is the automation and integration layer of Quoteplicity. Pre-built workflows, branded email and SMS sequences, and native destinations for the CRMs your team is already running, all wired with every standard and custom field Quoteplicity captures so the platform works the way you do.
Native destinations for the CRMs your team already runs.
Nexus ships native integrations for the systems insurance teams actually use. GoHighLevel, AgencyZoom, Zoho, VanillaSoft, Digital BGA, plus webhook and email destinations for everything else. Every lead, quote, application, and custom field flows into the destination of your choice in real time, mapped to the right place automatically.
- Native destinations for GoHighLevel, AgencyZoom, Zoho, VanillaSoft, and Digital BGA
- Webhook and email destinations for any CRM that accepts inbound payloads
- Field-level mapping so standard and custom Quoteplicity fields land where your team expects them
Pre-built workflows that route every lead end to end.
The hard part of CRM automation is not building one workflow, it is building the dozens of branching rules that route a real production lead. Nexus ships those workflows pre-built. New quote requests, application submissions, insurance-type tagging, timezone routing, agent round-robin, and the rest of the operational scaffolding are ready to go from day one.
- New quote request, application submission, and form-started/completed flows
- Lead-quote insurance-type tagging and timezone-by-state assignment
- Round-robin agent assignment with skip rules for assigned producers
Multi-step automation logic, built for insurance distribution.
Each Nexus workflow is a real, branching automation, not a single email and a wait step. New leads run through agent assignment, opportunity creation, insurance-type routing, weekend and business-hours checks, and a multi-touch SMS and email cadence so every prospect gets the right message at the right moment, without any work from your team.
- Branching by quote engine: term, universal, final expense, IUL, accidental, agentless, and more
- Weekend and business-hours awareness so messages send at the right time
- Multi-touch SMS and email cadence with state-based timezone alignment
Branded email templates with full Quoteplicity personalization.
Every Nexus workflow ships with insurance-grade email templates already wired to your brand. Quote confirmations, follow-ups, application starts, schedule-a-call, and re-engagement, all rendered with the recipient's name, recommended coverage, policy type, premium, quote ID, and any custom field captured upstream by LiveQuote, Beacon, Signal, or your funnels.
- Ten production-ready templates covering the full quote-to-application journey
- Personalization tokens for coverage amount, policy type, term length, premium, and quote ID
- Editable in a visual designer so your team can rebrand without touching code
Every standard and custom field, posted everywhere it is needed.
Nexus does not just send a name and an email. Every field Quoteplicity captures, including coverage amount, policy type, coverage length, max monthly premium, quote engine, quote ID, assessment answers, household structure, beneficiaries, and your own custom fields, is available as a token inside emails, SMS, and outbound payloads to your CRM. Your team gets the full picture, in the system they already work in.
- Standard fields: coverage amount, policy type, term length, premium, quote ID, agent assignment
- Quiz and assessment fields: goals, household, budget, beneficiaries, health context
- Your own custom fields, posted to the CRM destination of your choice
Ten production-ready email templates, ready to deploy.
Quote confirmation, find the plan that fits best, start the application online, quick and simple, about our company, schedule a call, return anytime, find out what you qualify for, one step away, and let's get this done together. Each template is wired into the matching workflow and ready to drop into your brand.
- Ten templates covering quote confirmation, follow-up, application, scheduling, and re-engagement
- Insurance-trained copy that performs against real production traffic
- Edit in the visual designer or replace with your own templates and keep the automations intact
Pulse · Native GoHighLevel Installation
If you want Quoteplicity natively inside GoHighLevel, that is Pulse.
Pulse is our white-labeled GoHighLevel installation. Every Nexus workflow, email template, and automation comes pre-installed in a GHL sub-account branded to your agency. If you do not run on GHL, Nexus still hands the same automations and templates to whichever CRM you do run on, so you keep your stack and gain the platform.
Explore PulseSetup
Three ways teams turn Nexus on.
Drop the destinations into your existing CRM
Pick the Nexus destinations that match your stack. New quote requests, applications, and assessment submissions start flowing into your CRM with full field mapping inside an afternoon.
Run the pre-built workflows
Turn on the Quoteplicity workflow library. Quote follow-up, application nudges, weekend-aware cadence, and timezone-by-state routing all become live automations on day one.
Adopt the email and SMS template library
The ten production-ready templates carry their personalization tokens with them. Rebrand in the visual designer, plug them into the matching workflow, and ship.
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See Nexus in action.
Run a real multi-carrier quote in the live demo, or join the waitlist to be the first to know when Nexus access opens up.