Insurance Agency Operating System for CRM, Leads, Sales, and Growth
Built for independent insurance agencies — one operating system for the floor.
QuoteMasters HQ connects CRM, quote requests, follow-up, lead accountability, marketing, training, dialing, and optional telemarketing teams so owners can run the day without stitching five tools together. Dial Shield Pro helps keep numbers connectable. SLA prioritization sorts new work by timing. Reporting separates live people from AI screeners and voicemail.
Book a walkthrough to see the screens, then apply for early access if it fits.
Early access is open. Apply for login access and send feedback on releases as they land.
A few independent agencies already run day-to-day operations on QuoteMasters HQ.
Outbound volume reported on our phone system, with Dial Shield Pro helping keep dialing numbers connectable.
Built for independent agencies nationwide.
QuoteMasters HQ is insurance agency software for independent agencies in the United States. A Michigan agency is one closed-alpha example, not a geographic limit. Review Before You Renew is a separate Michigan consumer review service.
Is QuoteMasters HQ only for Michigan agencies?
No. Independent insurance agencies in the United States can run CRM, quote follow-up, the lead marketplace, distribution, training, and optional telemarketing inside QuoteMasters HQ. The published case study is a Michigan agency in closed alpha. Review Before You Renew is the separate consumer review brand, and it does not limit where an agency can use the software.
What is an insurance agency operating system?
An insurance agency operating system is the daily workspace an independent agency uses to connect CRM, quote requests, follow-up, lead accountability, marketing, training, dialing, and optional telemarketing. This homepage is the QuoteMasters HQ product page. Closed-alpha agencies already run that core work here. Early Access is how new teams explore what is live and give feedback on modules still in development. Read what an agency OS should include or take the module tour, then open the category that matches how you buy leads, manage the book, or staff the dial.
Insurance Lead Marketplace
Buy, manage, and measure sources in one place.
02Insurance Lead Management
Intake through outcome reporting.
03Lead Distribution
Route to the right person fast.
04Customer CRM
Households, policies, renewal x-dates.
05Telemarketer Staffing
Live teams and managed pods.
06AI Telemarketing
Jessica and the hybrid floor.
07CallMaster Training
Call readiness for producers and pods.
Step through one outbound call and see what counts as a connect.
Simulated example, not a live call feed. Move the dial to see how AI screeners and voicemail can inflate a connect rate, and what QuoteMasters HQ counts as a live connect.
Outbound call starts
The dialer places the call. Nothing is counted as a connect yet.
How outbound answers get classified
Simulated dial activity for demonstration. Move through sample dispositions to see how Google-style AI screeners and voicemail are filtered out of the live-connect rate.
| Dest | Agent | Ping | Queue | Resolve |
|---|---|---|---|---|
| Alpha pod · MI | TM-04 | 86ms | SLA hot | Live person |
| Alpha pod · MI | TM-02 | 92ms | Renewal | AI screener (Google) |
| OS + Teams pod | TM-07 | 78ms | Quote desk | Voicemail |
| Alpha pod · OH | TM-01 | 101ms | Reactivate | No answer |
| OS + Teams pod | TM-05 | 88ms | SLA hot | Live person |
| Alpha pod · MI | TM-03 | 95ms | X-date | Voicemail |
| OS + Teams pod | TM-06 | 84ms | Quote desk | AI screener (Google) |
| Alpha pod · IN | TM-08 | 110ms | Reactivate | Busy |
Simulated activity for demonstration only. Other dialers often count AI screeners and voicemail as connects — QuoteMasters HQ reporting is built not to.
What QuoteMasters HQ does in closed alpha.
QuoteMasters HQ is insurance agency software for CRM, quote desk, follow-up, marketing, training, and outbound dialing in one login. A few independent agencies already use it that way in closed alpha. Early access beta is open now and adds your agency to that same system if you will give feedback on new releases.
Full day-to-day operations on HQ
Alpha agencies use QuoteMasters HQ for CRM, quotes, follow-up, marketing, training, and dialing in one login.
20,000+ outbound calls / week
Outbound calling volume reported on our phone system each week during closed alpha.
Dial Shield Pro
Spam-flag protection for outbound dialing numbers, built to help keep agency numbers connectable.
Reporting that separates live answers
Reporting is built to show spend, contact, and pipeline clearly. Many phone systems count AI call screeners (such as Google’s) and voicemail as live connects; HQ reporting is built to detect those so your connect rate reflects live people.
SLA lead prioritization
SLA here means service-level timing on new work. Leads can be sorted by when follow-up is most valuable so high-priority quotes do not sit in a pile.
How an agency day looks with QuoteMasters HQ open.
From overnight quote requests through end-of-day reporting, here is how the modules get used.
Overnight quotes show an owner
Quote Desk lists after-hours requests, who owns each one, and how long each has been waiting.
First contact is visible on screen
SLA prioritization (queue order by timing) surfaces high-priority work first. Speed-to-Lead and Lead Accountability show contact rate, reached status, and anything still waiting.
Producers open the household record
Customer CRM shows households, policies, and renewal x-dates beside the same people on Quote Desk and Service Desk.
Marketing work is already queued
Marketing Studio holds the month plan. Mail, email, and ads go out with source tags Quote Desk can read.
Training happens before volume rises
CallMaster runs script and handoff drills. Live telemarketing pods can dial on our phone system with Dial Shield Pro helping keep numbers connectable.
Owners review one reporting view
Reporting shows campaign spend, contact rates that exclude AI screeners and voicemail when detected, pipeline movement, and coaching targets in one place.
What agencies using the product say.
“We stopped asking who called the lead. The desk already shows the owner, the clock, and the next move.”
“Marketing finally stopped living in a separate calendar. The month plan feeds the same queue the floor works.”
“CallMaster gave us practice people actually open. When volume spiked, the scripts were already in their hands.”
Modules included in QuoteMasters HQ.
Each module below is a real workspace in the app — not a brochure feature list.
Customer CRM
Households, policies, and renewal x-dates in one index.
02Quote Desk
Every quote request with source, status, and next action.
03Sales & Pipeline
Stages and waiting clocks from new request to won.
04Service Desk
CSR work for changes, claims, and messages in one queue.
05Speed-to-Lead
See which new leads were worked quickly — and which wait.
06Lead Accountability
Ownership, contact rate, and follow-up gaps on one screen.
07Marketing Studio
Mail, email, and ads with source tags the desk can use.
08AI Telemarketing
Jessica finds live answers and hands them to your team.
09Live Telemarketing Teams
Employed, trained telemarketers who dial inside HQ.
10CallMaster Training
Drills, scripts, and coaching before call volume rises.
Buy interest once. See whether the floor worked it.
The marketplace, Quote Desk, and Lead Accountability keep purchase, ownership, and dispositions connected so next month’s budget uses floor data.
- Sources managed beside the agency OS
- Owners and waiting clocks on every request
- Contact and outcome reporting by source
Households and quote clocks on the same login.
Customer 360 keeps people, policies, and renewal x-dates beside Quote Desk so producers open one book of record — not a CRM tab and an inbox pile.
- Lookup by name, phone, email, or household ID
- X-Date Renewals beside search and households
- Quote requests inherit the same customer context
Live pods, Jessica, and CallMaster on one stack.
Add QuoteMasters-employed telemarketers, let Jessica find aged-lead live answers, and practice scripts in CallMaster before volume rises — without a separate dialer login.
- Per-seat or managed pod staffing
- Jessica keeps voicemail and AI screeners out of the live pool
- CallMaster drills for producers and telemarketing teams
Show producers and CSRs the screens they would use.
On the walkthrough we open Dial Shield Pro dialing, SLA prioritization, reporting, CRM, Quote Desk, Marketing Studio, CallMaster, and optional live telemarketing seats.
Category pages, guides, and proof.
Related platform pages
Insurance Lead Marketplace
Buy, manage, and measure sources in one place.
02Insurance Lead Management
Intake through outcome reporting.
03Lead Distribution
Route to the right person fast.
04Customer CRM
Households, policies, renewal x-dates.
05Telemarketer Staffing
Live teams and managed pods.
06AI Telemarketing
Jessica and the hybrid floor.
07CallMaster Training
Call readiness for producers and pods.
Related guide articles
- What an agency OS should includeA practical checklist for owners.
Related proof
- Proof & case studiesClosed-alpha agencies on QuoteMasters HQ.
Book a walkthrough of the insurance agency operating system.
Run more of your agency from one place.
QuoteMasters HQ brings lead marketplace tools and agency workflows together across sales, service, renewals, marketing, team coordination, and performance reporting. Closed-alpha agencies already run core day-to-day work on HQ today. Early Access lets your team explore what is live, give feedback on modules still in development, and help shape what comes next — without assuming every surface is finished.