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FAQ's

Is it possible to add new products to your system?

Yes, if we can’t find the quotes or rates for your specific requested product through our available APIs, we can add products to our system database. To do so, we need access to marketing materia...
Do I have to contract with Quoteplicity or a certain general agency?

No, Quoteplicity is designed as a versatile tool for independent agents and agencies, allowing you to quote any product from any company you choose. Our revenue is generated through a subscription ...
Does a customer have to enter in their personal information to run a quote?

The decision is entirely yours. The key information that transforms a lead into a customer includes their name, email, and phone number—what is known as Personally Identifiable Information (PII). Y...
What kind of products and categories can be quoted?

The advantage of our system is its flexibility, allowing you to create multiple quote engines and select which companies and products to display. Our system is pre-built with 10 different quote eng...
Does the quoter come in other languages?

Our quoting tool is also available in Spanish, with all content meticulously translated. If needed, we can customize any of the translations according to your specifications. Additionally, we offer...
Do you offer other insurance types besides life insurance?

Currently we only offer life insurance, but we are excited to announce that we will soon be expanding our services. Our upcoming launches include: Medicare Supplement Quoter with Medicare Add-ons ...
Do you have any products that can be sold completely online without an agent?

We have the capability to direct customers to any URL you specify. If you have a product you’d like us to quote, we can seamlessly send that customer to your agentless application. Currently, our c...
How do you keep the rates accurate and current?

We utilize a third-party service dedicated to real-time synchronization with insurance companies. This ensures that any changes made by the companies are instantly reflected in the rates Quoteplici...
Do you offer CRM services such as email?

No, we currently do not handle any CRM functionality. We recommend that our customers use their own CRM and lead management software. If you need recommendations, we are more than happy to assist.
Do I have to sign a contract to become a customer?

Our software is offered on a month-to-month basis with no contracts, allowing you to cancel anytime. If you choose an annual plan, you still have the flexibility to cancel whenever you wish, and we...
What makes Quoteplicity's data-collection funnels unique?

Our funnels are specifically designed to be dynamic and adaptable to various insurance types, ensuring only relevant questions are asked. This optimizes user experience by avoiding unnecessary quer...
How do Quoteplicity funnels ensure high conversion rates?

The funnels are optimized for all devices and incorporate advanced design techniques that enhance user engagement and completion rates. Our design philosophy focuses on simplicity and efficiency, e...
Can the funnels be customized to fit our agency's brand?

Absolutely! Our funnels are fully customizable to align with your brand identity. This includes everything from the aesthetic elements like colors and logos to the specific workflow of the funnels,...
How does Quoteplicity handle third-party integrations within the funnels?

Our funnels support easy integration of third-party tracking pixels and other tools. This feature allows for enhanced tracking capabilities and the ability to gather more detailed analytics, helpin...
What happens if a user partially completes a funnel?

Our funnels are equipped with intelligent data-saving features. If a user partially completes a funnel, the entered data is saved, allowing the user to resume filling without starting over. This fe...
Are there any specific compliance considerations with Quoteplicity funnels?

Yes, our funnels are designed with compliance at the forefront, adhering to the latest industry standards and regulations. This ensures that all collected data is handled securely and in accordance...
What are Quoteplicity widgets and how can they enhance my website?

Quoteplicity widgets are ready-to-use call-to-action forms that can be easily embedded into your website with just a line of code. These widgets are designed to boost conversions by simplifying the...
Can I customize the widgets to match my brand?

Yes, our widgets are fully customizable. You can adjust colors, styles, typography, and even the fields within the widget to ensure they seamlessly match your brand’s aesthetic and functional requi...
What types of widgets are available, and can I design my own?

Quoteplicity offers a variety of preconfigured widget options tailored to different insurance types and user needs. Additionally, you have the flexibility to build your own widgets from scratch. Th...
Are the widgets optimized for different devices?

All Quoteplicity widgets are optimized for performance on various devices, including desktops, tablets, and smartphones. This ensures a consistent and effective user experience, no matter where you...
What support does Quoteplicity offer for widget deployment and optimization?

Quoteplicity provides comprehensive support for setting up, customizing, and optimizing your widgets. Our team is available to assist with technical integration, design customization, and strategic...
Do you offer an affiliate program?

Yes, we are offering affiliate partnerships to select agents, agencies, and related businesses. Learn more about our partner program.