QUAD

Quotely User Agency Dashboard

The Complete Insurance Platform & Analytics Engine for Independent Agents

75%
Faster Quote Generation
3X
Productivity Increase
90%
Reduction in Training Time

What is QUAD?

QUAD (Quotely User Agency Dashboard) is your complete insurance platform that combines powerful quoting capabilities with advanced data analytics to give you unprecedented visibility into your agency's performance.

πŸ“Š

Visual Analytics Dashboard

See your agency's cost structure, ROI, and performance metrics in real-time through intuitive visualizations and interactive dashboards.

πŸ’‘

Smart Data Insights

Get actionable insights on which products drive profitability, identify cost centers, and optimize your agency operations.

🎯

ROI Tracking

Track return on investment across all product lines, marketing channels, and operational initiatives with precision analytics.

⚑

Complete Platform

All-in-one solution combining quoting, policy management, analytics, and business intelligence in a single modern interface.

See Your Agency Like Never Before

QUAD transforms complex agency data into clear, actionable insights through powerful visual analytics.

πŸ“ˆ Cost Analysis

Track every dollar spent across operations, marketing, and technology

πŸ’° Profit Tracking

Monitor profitability by product line, client, and time period

🎯 ROI Optimization

Identify highest-return activities and eliminate waste

πŸ“Š Interactive Dashboard Preview

Real-time charts β€’ Performance metrics β€’ Trend analysis β€’ Custom reports

What QUAD Does for Your Agency

1

Collect & Organize

Automatically gathers data from all your systems, quotes, policies, and operations into one centralized platform.

2

Analyze & Visualize

Transforms raw data into beautiful, interactive dashboards showing costs, revenues, trends, and opportunities.

3

Optimize & Grow

Provides actionable insights to reduce costs, increase profitability, and make data-driven business decisions.

πŸš— Complete Product Coverage

  • Personal Lines (Auto, Home, Life)
  • Commercial Lines (GL, Property, WC)
  • Recreational Vehicles
  • Life & Health Insurance

πŸ”§ Modern Integrations

  • TurboRater Integration
  • Momentum AMP (NowCerts)
  • Gail Partnership
  • QuickBooks & RingCentral

🎯 Early Access for Individual Agents

Lock in Lifetime Savings Before Public Launch

Limited Time: Early Access Pricing

Secure your position before we launch to the broader market

$200
Monthly Savings
vs. retail pricing locked forever
3-12
Month Payback
on your buy-in investment
βœ“
Flexible Growth
upgrade tiers anytime with credit

QUAD 1.0

$679/month

Perfect for getting started

  • 65 Monthly Quotes
  • Complete Analytics Dashboard
  • All Product Lines
  • Basic Support

QUAD 7.0

$1,529/month

Enterprise solution

  • 625+ Monthly Quotes
  • Custom Analytics
  • Unlimited Everything
  • 24/7 Priority Support
  • API Access
1

Choose Your Tier

Start with QUAD 1.0 ($1,500 buy-in) or go higher for more features

2

Lock Lifetime Rate

Your monthly rate stays locked - even as we raise retail prices

3

Upgrade Anytime

Apply your initial investment as credit toward higher tiers

🏒 Aggregator Partnership Program

Leverage Your Buying Power for Exclusive Rates

πŸ’ͺ

Volume Advantage

Bring 25+ agents and unlock special pricing that individual agents can't access.

🎯

Member Benefits

Offer your agents exclusive QUAD access at discounted rates - a powerful recruitment tool.

Aggregator BenefitsRequirementsValue
Exclusive Group Pricing25 agent minimum$200/month savings per agent vs retail
Member Recruitment Tool$1,500 buy-in per agentCompetitive advantage in agent retention
White-Label OptionsHigher tiers availableBrand the platform for your organization

πŸ’‘ Smart Strategy for Aggregators

Use your volume to secure better rates than individual agents can get. Offer this as a member benefit to attract and retain top agents in your network.

πŸ—ΊοΈ State Exclusivity Program

Lock Out Your Competition Forever

⚠️ ONE AGGREGATOR PER STATE

Once your state is claimed, no other aggregator will receive discount pricing. Ever.

$7,500
State Exclusivity Fee
Locks out all competitors
25
Agent Minimum
@ $1,500 buy-in each
$200
Monthly Advantage
Your agents save vs others
1

Claim Your State

Pay $7,500 exclusivity fee + bring 25 agents minimum at discounted rates

2

Lock Lifetime Advantage

Your agents (current and future) get $679/month while competitors pay $879+

3

Dominate Your Market

Recruit agents with exclusive access to the best QUAD pricing in your state

πŸ›‘οΈ What Exclusivity Guarantees

  • No other aggregator in your state gets discount pricing
  • All future agents you recruit get the same low rate
  • Permanent competitive advantage in your territory
  • Protected investment in your agent network

πŸ“ˆ ROI Breakdown

  • 25 agents: $5,000/month collective savings
  • 50 agents: $10,000/month collective savings
  • Payback: 9 months on initial investment
  • Years 2+: Pure profit advantage

Your State Status: AVAILABLE

This window closes the moment another aggregator claims your state.

Email us immediately to begin the exclusivity process

Why Independent Agents Choose QUAD

πŸš€

Built for 2025, Not 2005

Modern API-first architecture with seamless integrations. Leave behind fax machines and phone books forever.

πŸ“Š

Data-Driven Decisions

See exactly where your money goes and what drives profits with visual analytics that make sense.

⚑

Lightning Fast Learning

Master the platform in weeks, not months. Your team becomes productive immediately.

πŸ’°

Transparent Pricing

No hidden fees or surprise rate hikes. Lock in your savings with early access pricing.

The QUAD Advantage

2-4

Weeks to master vs months with legacy systems

75%

Faster quote generation than traditional platforms

3X

Productivity increase with streamlined workflows

Ready to Transform Your Agency?

Join the QUAD Revolution

1

Individual Agents

Lock in early access pricing starting at $679/month with $1,500 buy-in

2

Aggregators

Volume discounts for 25+ agents with member recruitment advantages

3

State Exclusivity

Lock out competitors forever with territorial exclusivity rights

Don't Wait - Limited Time Offers

Early access pricing ends when we launch publicly. State exclusivity is first-come, first-served.