for health insurance agencies
Your CRM, a dialer on your agency's own numbers, ACA quoting on live CMS Marketplace data with APTC and SLCSP worked out inline, and e-signature with an audit trail. Agents stop juggling tabs and get back to the household on the line.
Built for ACA agencies, FMOs and call centers, with Medicare and life policies kept on the same client record.
Illustrative
Quote the carriers
your agents sell
4
Tools in one login: CRM, dialer, ACA quoting and e-signature
3
Lines of business on one client record: ACA, Medicare and life
2
Subsidy figures worked out on every ACA quote: APTC and SLCSP
0
Spreadsheets between the quote and the signed application
The platform
Five parts that share one client record, so the call, the quote, the signature and the policy never have to be copied between tools.
Illustrative
One client record for members, policies, notes and documents. Custom fields and workflows fit it to how your agency sells, not a blank install you pay a consultant to shape.
Illustrative
Inbound and outbound calls on a softphone using your agency's own numbers. The member record opens when the call connects, and the recording, disposition and callback save straight to it.
Illustrative
Carrier logos show how the quoting view looks. Plans and premiums are examples, not carrier offers.
Search Marketplace plans for the household's county, see APTC, SLCSP and CSR eligibility inline, and compare plans side by side while the household is still on the phone.
Check the math on the public ACA subsidy calculator, SLCSP calculator or ICHRA calculator.
See it in a demoIllustrative
Signed applications land in a policy pipeline with the carrier, agent and status attached. Workflows create the follow up tasks, and a TV floor board keeps the sales room current.
Illustrative
No second tool and no "send me something later" drop off. Quick Send templates go out by text or email, and the signature comes back with an audit trail.
Compliance
Every e-signature keeps an audit trail: who sent it, when the household opened it, when they signed and from which device. When a complaint or chargeback lands, you are not rebuilding the story from memory.
Agencies shaped like yours
How the day changes for three common agency shapes. Illustrative profiles, not customer testimonials.
fewer tabs
the room can see
one book
Onboarding
Moving a whole team to new software sounds painful. The plan is three steps: a demo, a workspace set up with your carriers and licensed states, then your agents log in.
Your first week on QuoteTurbo
week one
Mon
Tue
Wed
Thu
Fri
Timing depends on team size and how much data comes with you. We scope it together in the demo.
Who runs on it
1 seat
just you and the phone
Dial, quote and send the application for signature from one screen. APTC and SLCSP sit beside the plan list, so the household hears the estimate before you hang up.
5 to 50 agents
managers in the loop
Each agent keeps a book and a pipeline, the team shares Quick Send templates, and a TV floor board shows the room how the day is going during OEP.
50+ agents
FMOs and DCEs too
Workflows that route the follow ups, custom fields for whatever your floor tracks, and a policy pipeline the back office works from instead of a shared spreadsheet.
Questions
The things owners ask before moving their agency over. The longer answers live in Field Notes.
Ask us in a demoQuoteTurbo is a CRM, dialer, ACA quoting and e-signature platform for health insurance agencies. Members and policies live in the CRM, agents call from a built-in softphone on the agency's own numbers, ACA plans come from live CMS Marketplace data with APTC and SLCSP worked out inline, and applications go out for e-signature with an audit trail. It all runs in one login.
Not today. Quoting is ACA, on live CMS Marketplace data. Medicare and life policies can be entered on the same client record, tracked in the policy pipeline and sent for e-signature. Medicare quoting is on the roadmap.
Enter the household and income and the quote shows the benchmark Silver plan (SLCSP), the estimated premium tax credit (APTC) and cost sharing reductions (CSR) where the household qualifies, next to each plan's net premium. Estimates depend on broker supplied inputs; Healthcare.gov makes the final eligibility determination and Form 8962 reconciles the credit. Want to check the math first? Try the ACA subsidy calculator or the SLCSP calculator.
It lives inside the CRM instead of beside it. Agents call from a softphone on your agency's own numbers, the matching member record opens when the call connects, and the disposition, notes, recording and any callback land on that record. The quote is one click away while the household is still on the line.
Salesforce is a general CRM that agencies configure for insurance. Five9 is a contact center platform. TLD pairs leads with a dialer. QuoteTurbo is built around health insurance agency work: an insurance CRM, a dialer, live ACA quoting and e-signature sharing one client record.
Request a demo. We walk your team through the platform and set your agency up with a login built from the details you share. Existing users sign in from the top of the page.
Client data is encrypted in transit (TLS). Calls on the dialer are recorded and saved to the member's call log. We do not sell broker, client or call data. See the Privacy Policy for processors and retention.
Competitor data verified July 2026. Vendors update features and pricing without notice. Confirm directly with each vendor before purchasing decisions. Salesforce, Five9, and TLD are trademarks of their respective owners.QuoteTurbo is not affiliated with or endorsed by any of them.
your whole agency, one login
See the CRM, dialer, quoting and e-signature in one walkthrough, set up with the carriers and states your agents actually sell.
