Partnering With P&C Agencies
We simplify and improve the buying process for your clients and prospects through an automated, consistent, and instant decision experience — covering Life Insurance, Long-Term Care, Disability Income, and Annuities.
We make it easy for you to outsource your life insurance business because we make it easy for everyone to buy life insurance.
What is Quote-Bot All About?
Quote-Bot allows you to seamlessly connect your clients and prospects to an automated, agent-less or agent-driven process. We make it easy for you to outsource your life insurance, long-term care, disability, and annuity business through automated processes that work 24/7.
Your clients can quote, customize, and buy life insurance in minutes — no medical exam, no waiting, no pressure. Whether they want to do it entirely on their own or with agent support, Quote-Bot delivers a consistent, professional experience every time.
Addressing the Entire Customer Lifecycle
Regardless of how or where your clients come from, Quote-Bot is built to handle every stage — from generating awareness to ongoing in-force service. Be confident in what your clients experience.
Marketing
Generate new clients, cross-sell existing clients, and generate awareness of the services you offer — through our marketing automations and custom insurance solutions.
Education
Offer educational events, content, and campaigns to cultivate long-term client relationships and keep your agency top-of-mind for insurance decisions.
Customization
Your clients can customize their own solution, or use one of our many done-for-you solutions — built around their specific needs and budget.
Instant Decision
Your clients may use our instant decision accelerated underwriting — or our full application process. Most receive an approval decision in under 90 seconds.
Service
We provide full new business service and in-force service for all clients — and keep you informed all along the way. Nothing falls through the cracks.
Consistency
Your clients experience a consistent, automated process — with or without agent support. Every time, every client, every stage of the lifecycle.
Before & After Partnering With Quote-Bot
Here's a quick summary of what changes when you outsource your life insurance business with Quote-Bot.
3 Done-For-You Personal Solutions
We have designed personal solutions to help your clients understand and buy the life insurance coverage they want. These are live solutions your clients and prospects will benefit from — most can be completed in minutes.