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FAQ's

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  • 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…

  • 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…

  • 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 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.

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • 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.

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