Insurance CRM that already speaks ACA, Medicare, and life.
One client record for policies, notes, and renewals. Pipelines built for AEP and SEPs, not a blank Salesforce install.
The all-in-one platform for health insurance agencies
One platform todial, quote, &grow
Your CRM, dialer, live quoting & AI that scores every call, in one login. Agents stop juggling tools and start closing more policies.
Built for agencies, FMOs & call centers selling ACA, Medicare & life.
Built for ACA, Medicare & life
CRM, dialer & quoting in one login
Calling on our own carrier network
AI scores every call for compliance
Close and collect without hanging up
Guided onboarding, no long contracts
Built for ACA, Medicare & life
CRM, dialer & quoting in one login
Calling on our own carrier network
AI scores every call for compliance
Close and collect without hanging up
Guided onboarding, no long contracts
Why QuoteTurbo exists
Your agents close in spite of your software, not because of it.
Your tools don't talk to each other
CRM, dialer, quoter, e-sign: each in its own tab and its own bill. Leads fall through the cracks.
Growth keeps raising your phone bill
Per-seat, per-minute dialers make every new hire cost more. Scaling shouldn't eat your margin.
Generic CRMs weren't built for insurance
Salesforce arrives empty. You pay a consultant to teach it AEP, SEPs, and appointments, on day one.
Nobody can hear every call
Managers spot-check a handful a week. Coaching is guesswork and compliance is a gamble, until a chargeback.
6-in-1
One login and one bill in place of your six-tool stack
100%
Of agent calls scored against your compliance rules
500+
Agents supported, from solo to enterprise floors
78%
Of dials connect on our carrier-direct network, not resold minutes
The platform
Everything your agency runs on, in one login.
Carrier-direct dialing on our own network.
Power and predictive dialing live inside the same login as your CRM. Local presence, recording, and connect rates that do not depend on resold minutes.
Live ACA and Medicare quoting on the call.
Pull Marketplace plans, run APTC and SLCSP math, and compare side by side while the household is still on the phone.
AI that scores every call against your rules.
Every rep is listened to and scored automatically. Managers see missed disclosures and coaching moments without spot-checking a handful of recordings.
Close and collect before you hang up.
Text the quote, capture e-signature, and take first payment in the same conversation. No second tool, no 'send me something later' drop-off.
From agencies like yours
Owners and principals, in their words.
Switched mid-season, no downtime
“I'd put off switching for a year because moving a whole team mid-season sounded like a nightmare. It wasn't. My agents were dialing and quoting the same afternoon, and I stopped hearing 'which tab has the client's info?' by day two.”
Marcus Reyes
Owner · 14-Agent Agency, Texas
The phone bill stopped scaling with headcount
“We run a call floor, so telco is real money for us. Moving our calling onto QuoteTurbo's own carrier network brought our per-agent phone cost down enough that I stopped treating it as a fixed cost of doing business.”
Andre Whitfield
Director of Sales · Call Center, Florida
I finally see every call
“The call scoring is the thing I didn't know I needed. I used to spot-check maybe two calls a week. Now I see every agent's numbers on Monday and I know who needs coaching before it turns into a chargeback.”
Ashley Rodriguez
Principal · Medicare & ACA Agency, Ohio
Closed before we hung up
“What actually closed more deals was the one-tap sign and pay. The client's already warm on the call, and sending it and getting it back before we hang up killed a lot of our 'let me think about it' fall-offs.”
Diego Marin
Founder · Independent Agency, Arizona
Security & compliance
Built to keep you compliant.
Recording, consent, and audit-ready logs handled for you, so your team can keep selling with confidence.
Every call recorded, with consent controls
HIPAA-aware practices (see Privacy Policy)
Data residency & retention options
- Call recorded
- Consent captured
- Encrypted end-to-end
Why QuoteTurbo
Stop paying for six tools that don't talk.
Six logins, six bills, and leads slipping through the gaps. Active keys are what QuoteTurbo runs in one place. Grey keys are the tabs you close.
In one login
Insurance CRM
One client record
Live quoting
Healthcare.gov data
Carrier dialer
Own network
APTC & SLCSP
On the quote
Call scoring
Against your rules
Call recording
Consent logged
E-signature
On the call
In-app payments
First premium
Client PDFs
Shareable export
Pipelines
AEP and SEPs
QuoteTurbo
1 login · 1 bill
Agent books
Per-rep history
SMS & email
Quote on the call
Renewals
AEP window ready
Notes & docs
Same record
Tabs you close
Generic CRM
Blank Salesforce
Per-seat dialer
Resold minutes
Quoting tool
Another login
E-sign app
Separate bill
Payments tool
Tab six
Call QA tool
Spot checks
Leads stop slipping between tabs. Everything shares one record, and the bill stops climbing with every new hire.
Onboarding
Live in days, not a mid-season nightmare.
Moving a whole team to new software sounds painful. With QuoteTurbo it is three steps, and your agents are dialing the same week.
Your first week on QuoteTurbo
Week 1MON
TUE
WED
THU
FRI
Book your demo30 min
We build your workspaceCRM · dialer · carriers
Your team logs in and sellsLive calls by Friday
MON
Book your demo30 min
TUE · WED
We build your workspaceCRM · dialer · carriers
THU · FRI
Your team logs in and sellsLive calls by Friday
MON
Book your demo
A 30-minute walkthrough built around how your agency actually sells. The real platform, not a slide deck.
TUE · WED
We build your workspace
We stand up your CRM, pipelines, dialer, and carrier appointments from what you tell us. You never touch a config screen.
THU · FRI
Your team logs in and sells
Agents dial, quote, and close on day one. One login, your whole book, nothing to migrate by hand.
No long contracts. Month-to-month, and we stay in your corner.
Who it's for
From solo agents to 500-seat call centers.
1seat
Solo producer
Solo independent agent
Dial, quote, and close without paying for a five-tool stack.
Dial and quote in one place
Close on the call
Guided onboarding, month-to-month
Your whole agency, one login
Ready to run your agency on QuoteTurbo?
See the whole platform in one walkthrough, then put it on your own brand with white-label deployment.
Questions
Frequently asked questions
The things owners ask before moving their agency over. Still not sure it fits how you sell?
QuoteTurbo is the all-in-one platform for health insurance agencies: an insurance CRM, a built-in dialer on our own carrier network, live ACA & Medicare quoting, AI that monitors and scores every call for compliance, and client engagement tools for texting, e-signature, and payments - all in one login.
Yes. QuoteTurbo is modular. Run the CRM on its own, run the dialer on its own, or run both together as your core. AI call auditing and the marketing automation tools are upsells you can turn on whenever you're ready.
Request a demo. We'll 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. No per-quote fees, no long contracts. We don't sell your data or take carrier kickbacks.
Most dialers rent you minutes from a carrier and route them through intermediaries, adding markup and quietly burning a share of your dials on dead air. We own the network your calls run on and route carrier-direct, so more dials connect, calling is more reliable, and it gets cheaper as your volume grows. The dialer, recording, and local presence all live inside the same platform your agents already work in.
Salesforce is a blank CRM you pay a consultant to shape for insurance. Five9 is a dialer with no CRM or quoting. TLD bundles leads and a dialer but rents its calling and isn't built around live ACA & Medicare quoting. QuoteTurbo is all of it - insurance-native, on our own carrier network, in one login.
It listens so your managers don't have to. Every rep's call is transcribed and scored automatically against the compliance rules your agency configures - the AI flags missed disclosures and off-script moments, turns real calls into coaching for each agent, and leaves you a clear record if a chargeback or complaint ever comes back.
Client data is encrypted in transit (TLS), and calls are recorded with consent controls. We do not sell broker, client, or call data, and we do not load third-party ad pixels on pages that handle client information. See the Privacy Policy for processors and retention.
Yes. QuoteTurbo can run on your own brand and domain, with custom integrations or a consumer-facing version for your clients - all powered by the same platform. Request a demo and we'll scope it with you.
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.
Tools and reading
Every tool, calculator, and broker read in one place.
Each tool below ships with live CMS data. Each Field Note is written by the Devkrest engineering team behind QuoteTurbo. Nothing here is gated.
Plan finder
Live ACA plan search across every state. Subsidy math inline. Free for every broker.
Plan ranker
Score-based ranker that surfaces three plans with templated reasoning per recommendation.
ACA subsidy calculator
APTC eligibility, FPL bracket, and net premium for any household. Same math as Form 8962.
APTC calculator
Quick subsidy estimate by household and income. Useful before opening the full plan finder.
SLCSP calculator
Second Lowest Cost Silver Plan benchmark per county. The number APTC actually keys off.
Free ACA quoting software
What ships free for brokers today, how the funding model works, and what we will not do with the data.
Quotit alternative
How QuoteTurbo compares with Quotit. Workflow, pricing, and the migration path for solo brokers.
Connecture alternative
Replacing legacy Connecture for ACA quoting. Transition guide and feature comparison.
Methodology
How QuoteTurbo calculates subsidies, sources plan data, and handles client data. The math, the sources, the receipts.
- Recent notes: ACA mid-year life event outreach calendar: 8 SEP triggers brokers should proactively monitor (/field-notes/aca-mid-year-life-event-outreach-calendar); ACA plan year vs calendar year: why deductibles reset on January 1 (/field-notes/aca-plan-year-vs-calendar-year); ACA state individual mandate penalties in 2026: which states still enforce them (/field-notes/aca-state-individual-mandate-penalties-2026)
Field notes
Editorial writing for brokers, agencies, and insurtech operators. AEP prep, regulatory reads, broker workflow.
Browse the latest notes →
Need CRM, dialer, live quoting, and AI on one login, or white-label on your domain? Request a Demo →
QuoteTurbo is a software tool. It does not provide insurance advice. Coverage decisions rest with the broker and the consumer.