Outsource Life, LTC, DI, and Annuity with Quote Bot. Get Started Now!

  • Quote, Customize, & Buy Life Insurance in Minutes!

Partnering With P&C Agencies

We simplify and improve the buying process for your clients & prospects through an automated, consistent, and instant decision experience.

Scaling & automating your life insurance business

What is Quote Bot All About?

We make it easy​ for you to outsource​ your life insurance, long term care, disability, and annuity business because of our automated processes.

We make it easy for anyone to outsource their life insurance business because we make it easy for everyone to buy life insurance.

A new way to outsource
Your life insurance business!

Quote Bot allows you to seamlessly connect your clients and prospects to an automated, agent-less or agent driven process.

  • Your clients can quote, customize, & buy life insurance in minutes!

Try Our Value Calculator

Addressing the entire customer lifecycle

Regardless of how or where your clients come from.

  • Quote, customize, and buy Life, LTC, DI, Annuity in minutes!

  • Instant answers through our Chat Bot

  • Automated service and agent-based service available

Be confident about your client experience

Quote Bot addresses
the entire client lifecycle!

Marketing

Generate NEW clients, cross-sell existing clients, and generate awareness of the services you offer.

Education

Offer educational events, content, and campaigns to cultivate long term client relationships.

Customization

Your clients can customize their own solution, or use one of our many done-for-you solutions.

Instant Decision

Your clients may be able to use our instant decision, accelerated underwriting, or full application process.

Service

We can provide full new business service and in-force service for all clients and keep you informed all along the way.

Consistency

Your client will experience a consistent, automated processes with or without agent support.

Check out the demo below if you want to see our basic quote process.

Want to see the Basic quote process?

These are the live solutions that your clients/prospects will benefit from.
On a desktop you will see a clickable demo or a video demo on a mobile device.

Here are 3 of our done-for-you solutions

Personal Solutions!

We have designed personal solutions to help you understand and buy the life insurance coverage you want! Where you see the demo link, your client’s or prospects will see“Get a Quote”.

We have designed personal solutions to help you understand and buy the life insurance coverage you want! Click “Get a Quote” on the solution you’re interested in and you can complete it in minutes!

Income Replacement

An easy way to determine your life insurance need so your family can continue their current lifestyle.

Mortgage Replacement

An easy way to quote and customize the coverage you need so you family can remain in your home.

Needs Analysis

An easy way to determine your life insurance needs using the D.I.M.E. Method so you don’t have to guess about coverage.

Quote Bot optimizes the process and customer experience to take your life insurance offering to new heights!

Instant quote, pre-qualification, application, instant decision.
Your clients & prospects can quote, customize, and buy Life, lTC, DI & Annuity in minutes!

So why should you outsource with Quote Bot?

Here is a quick summary of outsourcing with Quote Bot

BEFORE Quote Bot

The Life Insurance outsourcing process was a blind process with many unknowns.

  • The referral process was a blind handoff after you referred your client out to the life insurance agent.

  • Sales strategies were largely unknown and you often would not hear about it until AFTER there was a problem.

  • Your existing staff may not have known about strategies available to your clients so it was difficult to get momentum.

  • Prospecting relied on generic requests vs proactive engagement to promote high-value client experiences.

Partnering With Quote Bot

You can be confident in the experience your clients and prospects will have.

  • You know exactly what your clients and prospects will experience through the buying process.

  • You can be confident that about the solutions available to your clients & prospects.

  • No need to train your existing staff about life insurance about the solutions available for your clients & prospects (nor hire new staff).  We automate the process.

  • Through our marketing automations and custom insurance solutions, we promote high value client experiences for you!

Begin Outsourcing Today!

Let’s start providing value to your clients & prospects.
you can be set up in minutes!

Outsourcing Today Provides:

  • Marketing & Cross-Selling to Clients and Prospects.

  • Automated Processes, consistent & easy.

  • Instant decision life insurance in 10 minutes or less!

  • Revenue, not expense…no need to hire staff.

  • Co-Branded Agency Portal