Create Custom Quotes in 3 Easy Steps!
Logo & Defaults
Upload your logo and set defaults to make filling out your custom quote forms a breeze.
Enter Quote Details
Enter the insured’s contact info and policy details with a simple online form.
Generate a PDF
Easily generate a professional PDF Quote for download or email the quote automatically!
Just one Agency fee more than pays for this service
Custom Quote Form is an easy to use service specifically for Insurance Agents. Ever wanted to add your logo, your information, or an Agency Fee to a quote? With Custom Quote Form, you can personalize, save, and track every quote you send to a customer. Custom Quote Form was created by Insurance Agents, for Insurance Agents. Sign up today for your 30 day free trial.
We love the clean looking personalized quotes as opposed to those clunky looking company quotes. The quote forms make it easier for the customer to understand.
- Jeremy J
We use this ALL the time. I love being able to put our own information on the quote and send it to the customer. Generating an EOI off the quote is a bonus!
- Patricia D
I can’t believe it took this long to have something like this. I’ve generated almost an extra $1000 per month by adding Agency Fees on the custom quotes.
- Marvin S