--- title: "Quoteplicity Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Quoteplicity Software - reviews, pricing plans, popular comparisons to other Insurance products and more." source_url: "https://www.capterra.com/p/10022314/Quoteplicity/" page_type: "product" language: "en" --- # Quoteplicity Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Quoteplicity ## What is Quoteplicity? Life insurance quoting software designed specifically for agents looking to streamline their sales process and enhance customer engagement. With Quoteplicity, agents can quickly generate customized quotes based on individual client needs and preferences, then directly email these personalized quotes to potential customers, facilitating a smoother transition from inquiry to closure. At its core, Quoteplicity is a powerful lead generation tool. Featuring a visually appealing, customer-facing front end, the platform serves as an effective quote comparison tool. This not only helps in attracting clients by providing clear, easily understandable comparisons of different insurance options but also aids in converting these prospects into leads. ## What is Quoteplicity used for? [Quoting](https://www.capterra.com/quoting-software/)[Insurance](https://www.capterra.com/insurance-agency-software/)[Insurance Policy](https://www.capterra.com/insurance-policy-software/) Top alternative Featured Overall rating Based on 5 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $97 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Quoteplicity?[Manage this product listing](https://www.g2.com/products/quoteplicity/claim_requests/new?auto=true) ## Quoteplicity Overview Updated September 2026 AI summary Quoteplicity supports businesses of all sizes with automated quoting and proposal generation, offering features such as customizable branding, pricing calculations, and template management. Designed for organizations handling insurance, policy, and rating workflows, it includes access controls, CRM integration, and real-time data. Cloud-based deployment and options like API access and third-party integrations enable flexible, connected quoting processes. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Quoteplicity 5.0 (5) VS. [4.6 (1,486)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting Price $97 Flat Rate, Per Month Starting Price $39 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (5) Ease Of Use 4.6 (1,446) Value For Money 5.0 (5) Value For Money 4.4 (1,249) Customer Service 5.0 (5) Customer Service 4.6 (1,399) ## Quoteplicity alternatives [4.6 (498)](https://www.capterra.com/p/153475/FieldPulse/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (3,329)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars Highest Rated [4.7 (284)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Starting price $70.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.5 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/10022314/Quoteplicity/alternatives/) ## FAQs about Quoteplicity Overview ### What company size and specific industries is Quoteplicity built for? Quoteplicity is designed for licensed life insurance agents, making it a fit for individual agents and small insurance-focused teams rather than broad enterprise use. It is built specifically for the life insurance sector and is aimed at professionals who sell life insurance products. Features and Usability ### What are the key features of Quoteplicity? Quoteplicity offers automated quoting, proposal generation, quotes/estimates, and a rating engine for insurance pricing and cost calculations. It also includes CRM, lead management, customer history, and broker/agent portal tools, plus access controls/permissions, customizable fields, templates, reporting, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? Quoteplicity starts at $97 per month for the Starter Plan, a flat-rate option for single-website individuals. The Professional Version costs $199 per month and adds CRM integration plus support for up to 2 websites and 5 users. The Team Plan is $399 per month, and a free trial is available. Integrations ### Which third-party tools and platforms does Quoteplicity integrate with? Quoteplicity integrates with 3 third-party tools: AgencyZoom, Zapier, and Zoho CRM Plus. Its catalog integrations cover CRM and automation needs, giving users options for connecting quoting workflows with agency management, data sync, and broader app connections through Zapier. Getting Started and Support ### What training and onboarding options does Quoteplicity offer? Quoteplicity provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, videos offer self-paced walkthroughs, and documentation gives written reference material for setup and ongoing use. Getting Started and Support ### What customer support options does Quoteplicity offer? Quoteplicity offers email/help desk, a knowledge base, and phone support. These channels give users direct contact options and self-service guidance, but no reviewer feedback is available here to describe response times, helpfulness, or common support frustrations. ## Features AI summary Based on 1,847 Insurance reviews Capterra reviewers highlight these as the top features buyers look for in quoting software: - **Quotes/Estimates** (**70%** of reviewers rated this feature as critical) - **Billing & Invoicing** (**73%**) - **Pricing and Cost Calculations** (**66%**) Quoteplicity supports **Quotes/Estimates** and **Pricing and Cost Calculations**, so teams can create accurate proposals and calculate costs with more confidence. However, it does not include **Billing & Invoicing**. Instead, it offers **Third-Party Integrations** (**46%**), which can connect the product with other business systems to cover related workflows, helping businesses keep quoting data connected and move from estimate to follow-up more efficiently. Quotes/Estimates 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers Third-Party Integrations 5.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes Customizable Branding 5.0 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Add customized logos and colors to align with company branding Customizable Fields 5.0 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Customize data fields to support various needs and use cases Life & Health 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Businesses operating within the life and health insurance sectors Reporting & Statistics 5.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Quoteplicity 34 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - API: Application programming interface that allows for integration with other systems/databases - Automated Quoting: Generate rule-based quotes for clients automatically - Broker/Agent Portal: Online portal for brokers/agents to add, edit, update or access required information - Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer History: Access previous interactions or concerns to maintain customer relationships - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Forms Management: Store, manage and track all forms in a centralized location - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Life & Health: Businesses operating within the life and health insurance sectors - Multi-State: Pay employees in multiple states with correct tax deduction amounts in each - Pricing and Cost Calculations: Calculate rule-based prices for a product/service - Proposal Generation: Create proposals based on costs of labor and materials - Quotes/Estimates: Generate quotes or estimates for customers - Rating Engine: The calculation of a price/premium based on specific variables. - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Login: At least a username and password is required to access the system - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks --- Get Advice We can help you find the software with the features you need. Features 5.0 (5) 5.0 Based on 5 reviews ## Pricing Value for money 5.0 (5) Free Trial [View pricing plan details](https://www.capterra.com/p/10022314/Quoteplicity/pricing/) Starter Plan $97.00 Flat Rate,Per Month It includes: - Drop-in widgets - Data-collection funnels - Handpick carriers and products Professional Version $199.00 Flat Rate,Per Month It includes: - Drop-in widgets - Data-collection funnels - Handpick carriers and products - CRM integration - Multi-website management (manage up to 2 websites with one account) - Team management (manage up to 5 users) Team Plan $399.00 Flat Rate,Per Month It includes: - Drop-in widgets - Data-collection funnels - Handpick carriers and products - CRM integration - Multi-website management (manage up to 5 websites with one account) - Team management (manage up to 25 users) Value for money 5.0 (5) 5.0 Based on 5 reviews ## Integrations [ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Zoho CRM Plus](https://www.capterra.com/p/182207/Zoho-CRMPlus/)[ AgencyZoom](https://www.capterra.com/p/158243/AgencyZoom/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (5) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (5) 5.0 Based on 5 reviews ## User reviews Overall rating 5.0 Based on 5 reviews Filter by rating 5(5) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent BB Brian B. Owner Insurance ### "Quoteplicity is a game changer" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 21, 2025 As far as I know there is nothing on the market remotely close to what Quoteplicity offers, it was simple to integrate on my website, I get positive feedback from prospects daily and because of this user experience I know it's helping me close business. Pros I've been in the life insurance business for over 20 yrs, I've used other quoters on the market but Quoteplicity is a game changer. It's modern, it's clean, it's straightforward, it's educational, it's simple and best of all it puts the prospect in control of being able to review whatever amounts of coverage they want on their own time. Cons Quoteplicity can run quotes for any product on the market, but I focus on the senior market and I prefer sending pdf's of quotes instead of links. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. BE Benjamin E. Life Insurance Broker Insurance ### "AWESOME quoter/lead gen tool for life insurance agents" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 26, 2025 Great. It's been very helpful to allow my clients to get a quick quote on their own, which leads to leads being generated. Pros Clean and simple interface. Engaging funnel. Easy integration into my website. The ability to prioritize certain carriers over others. Cons Some of the back end settings take a little time to figure out, but overall it's not bad and it's nothing the client see publicly, so all is fine. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. BB Bennett B. CEO Insurance ### "Quoteplicity is the number one quoting engine for your site" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 31, 2024 Very easy to use and add on my website. \[sensitive content hidden\] have been the best to work with. Always there to help with any questions. Pros I like the design of the quoting apps and the funnel. It has proven to be a much better lead conversion than other quoting engines. Cons I have not found anything that I did not like. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. OS Omar S. Founder Insurance ### "The Best quoting software for your website!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 1, 2024 Quoteplicity.com has been a game changer for my business! Since integrating their quoting software into my website, I’ve seen a significant increase in lead conversions. The support from \[sensitive content hidden\] has been absolutely amazing – they worked closely with me to customize everything, including creating a version specifically in Spanish for my website visitors, who are primarily Spanish-speaking. Their dedication to making sure the experience is seamless and easy for potential clients has truly improved the way I offer life insurance online. Highly recommend to anyone looking to enhance their website’s performance! Pros Easy to use, beautiful UX/UI and support. Collects all of the required data needed from your prospect to complete 70% - 80% of the application Cons Nothing I didn't like. exceeds my expectations Switched from [NinjaQuoter](https://www.capterra.com/p/155104/NinjaQuoter/) language customization and user experience Alternatives considered [Compulife Quote Software](https://www.capterra.com/p/81783/Compulife-Quote-Software/) Reasons for choosing Quoteplicity customization, ux/ui, Language and support Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. RR Richard R. President Insurance ### "Best quoter on the market" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 19, 2024 Pros Ease of setup, customization, accuracy of quotes and great customer service. Cons Nothing so far. Every recommendation for a fix or feature has been completed. Switched from [Compulife Quote Software](https://www.capterra.com/p/81783/Compulife-Quote-Software/) Great interface with easy customization. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.