QuoteTurbo is an ACA broker CRM for teams that quote Marketplace coverage while the customer is still on the phone. The product connects the record, the call, the quote, the compliance note, and the follow-up so agents do not stitch the workflow together across five systems.
This page is the public version of what the team would tell you on a kickoff call. What the product does, what we will not do with broker or member data, and where the roadmap goes from here.
Key Takeaways
- QuoteTurbo combines CRM, dialer, telephony, live quoting, compliance notes, and member engagement in one workspace.
- We do not run advertising, do not sell broker or member data, and do not take carrier kickbacks.
- Every calculation on the product traces to an IRS, CMS, or HHS source documented on the methodology page.
- Member data is processed within QuoteTurbo infrastructure. We do not sell broker, member, or quote data.
- The product is designed for agents working live with households during AEP, OEP, and SEP calls.
What the product is built around
The product starts from the call. Most ACA households do not finish enrollment alone after a link lands in their inbox. The broker is usually on the phone, reading plan details, checking subsidy math, confirming doctors, and sending the next step while the customer is still there.
That is why QuoteTurbo treats quoting as one part of a larger CRM workflow. The member record, call history, plan comparison, quote PDF, payment or signature follow-up, and compliance notes should be connected before AEP volume hits.
Four principles, on the record
The product makes a few commitments brokers can hold us to. They are short enough to fit on a page.
One workspace for the call
Member records, dialer, telephony, quoting, compliance notes, and follow-up are designed to live in one broker workflow.
Member data does not get sold
QuoteTurbo does not sell broker, member, or quote data. No third-party advertising or tracking pixels run on pages that handle member information.
Methodology is published
Every number on the product traces to a source the IRS, CMS, or HHS publishes. The full pipeline is documented on the methodology page, including the change log.
The broker stays in control
Plan ranking, call scoring, and member follow-up support the agent on the phone. The software suggests and organizes; the broker makes the coverage decision with the household.
The operational details behind each principle live on the methodology page: data sources, refresh cadence, what is verified versus estimated, AI transparency, PHI handling. That page is the source of truth for any verification work.
What we will not do
Four things, stated plainly. No data sales. The broker book, the member roster, the quote history. None of it is for sale or shared with carriers. No advertising. No display ads, no sponsored placements, no ranking adjustments for any reason other than what serves the household best. No carrier kickbacks. The plan ranker does not weight by paid placement. No tracking pixels on member-data pages. Pages that handle member data run without third-party scripts.
The shape of who uses it
Three broker profiles use QuoteTurbo today. Solo agents who need branded PDFs, subsidy math, and call notes in one place. Agencies between 2 and 25 agents that need shared visibility across producers, follow-up, and renewals. And agency principals scouting alternatives at renewal time who want to run real quotes through a real product before changing workflows.
Larger teams use the same product direction for a different reason: manager visibility, consistent call handling, and fewer handoffs between systems during enrollment season.
A short timeline
2019
Broker workflow research
Early agency workflow mapping across quoting, call handling, and member follow-up.
2024
First broker workflows
Quoting modules, PDF exports, and call notes begin converging into a CRM workflow.
2026
QuoteTurbo public
The public CRM direction, Field Notes editorial, and Quality Labs roadmap move under one product narrative.
See the full product direction on Quality Labs.
How to reach the team
For product questions or feature requests, use the contact link in the header. For a walkthrough, request a demo and bring one real workflow you want to fix before AEP.
For broader reading, the field notes hub is where the team writes about ACA quoting, subsidy math, broker workflow, and build versus buy decisions.
