# Quoteplicity Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Quoteplicity Software - reviews, pricing plans, popular comparisons to other Quoting products and more. Source: https://www.capterra.com/p/10022314/Quoteplicity/reviews --- # Quoteplicity Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 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)[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/) Overall rating Based on 5 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $97 Flat Rate, Per Month Free trial available 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.quoteplicity.com&name=Quoteplicity) ## 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 (1,420)](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 (1,380) Value For Money 5.0 (5) Value For Money 4.4 (1,184) Customer Service 5.0 (5) Customer Service 4.6 (1,333) ## Quoteplicity alternatives [4.6 (408)](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 [4.6 (191)](https://www.capterra.com/p/135691/QuoteWerks/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.4 (3,269)](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 (283)](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 [View all alternatives](https://www.capterra.com/p/10022314/Quoteplicity/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 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 Activity Dashboard 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities Quoteplicity 34 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Application programming interface that allows for integration with other systems/databases Generate rule-based quotes for clients automatically Online portal for brokers/agents to add, edit, update or access required information Create and manage digital catalog of products/services with their details, specifications, and price Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Access previous interactions or concerns to maintain customer relationships Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assemble applications and processes by dragging over and arranging pre-built components Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Store, manage and track all forms in a centralized location Store information about leads or contacts and track, manage and nurture them throughout the sales process Businesses operating within the life and health insurance sectors Pay employees in multiple states with correct tax deduction amounts in each Calculate rule-based prices for a product/service Create proposals based on costs of labor and materials Generate quotes or estimates for customers The calculation of a price/premium based on specific variables. Receive data and information in real time Active reporting of data and metrics Receive system updates as soon as any changes are made Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Search and filter data across systems to locate required information by entering keywords or certain criteria At least a username and password is required to access the system Create, save, and re-purpose templates for emails, forms, etc. Set up connections to third-party platforms to improve business processes 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 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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