Insurance workflow software
QuoteDesk Pro helps agencies turn quoting work into organized client action.
A secure workspace for licensed insurance teams to manage client records, quotes, proposals, follow-up tasks, calendars, email, and service workflows.
QuotingACA and supplemental workflows
ClientsProfiles, activity, and proposal packages
CommunicationsEmail, calendar, and service follow-up
Built for the way insurance teams actually work
QuoteDesk Pro gives agents and agency teams a focused operating system for daily quoting and client service work. It keeps production workflows inside the authenticated application while providing clear public information for users and platform reviewers.
Connected account support
Authorized users can connect supported mailbox providers inside QDP to read selected mailbox threads and send user-composed messages from the application. Provider access is controlled by OAuth consent and can be disconnected by the user.