Customer Success Stories

Real results from agencies transforming with Quotely

45%

Average efficiency improvement

12 hrs

Saved per agent per week

500+

Agencies served

98%

Customer satisfaction

Midwest Insurance Group

|Oklahoma|15 agents

Challenge

Struggling with multiple disconnected systems and manual data entry

Solution

Implemented Quotely unified platform with Gail AI automation

40%

Faster quote turnaround

25%

Increase in policies written

15 hrs

Saved per week on admin tasks

“Quotely transformed how we operate. Our team is more productive and our clients are happier.”
- Agency Principal

Summit Insurance Partners

|Texas|8 agents

Challenge

Needed to modernize operations while maintaining carrier relationships

Solution

Migrated to Quotely with TurboRater integration

Increase in quote volume

50%

Reduction in E&O exposure

98%

Client retention rate

“The transition was seamless. Quotely understood our needs as an independent agency.”
- Managing Partner

Coastal Insurance Solutions

|Florida|22 agents

Challenge

High growth straining existing systems and processes

Solution

Scaled operations with Quotely AMS and QUAD management

60%

Improvement in efficiency

$500K

Additional revenue captured

35%

Reduction in staff overtime

“QUAD gave us the visibility we needed to scale without losing control.”
- CEO

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