The All-In-One Virtual Sales Platform For Insurance Agents
Every lead, conversation, follow-up, and appointment in one dashboard — so you spend your day closing, not clicking between tools.
Your Complete Insurance Sales Platform
Everything you need to run your book of business, without duct-taping five subscriptions together.
Verified Producer Website
Every agent gets a real website of their own — not a generic landing page. Prospects see your face, your license, and your products before you ever dial their number.
Every Conversation In One Place
Texts, emails, calls, and Facebook messages flow into a single thread per contact — no more hunting across tabs to remember where a lead left off.
Drip Campaigns With AI Appointment Setting
Product-specific text and email sequences run for weeks on autopilot, and AI works every reply to lock in the appointment — so the lead converts while you stay on the phones.
Free Built-In Dialer — WAVV When You're Ready To Scale
Quotiva ships with its own free single-line power dialer, in-house — start calling day one at no extra cost. WAVV is a separate subscription, but it plugs straight into Quotiva when you're ready for more firepower.
Carrier Portals & Product Quick Links
One click into every carrier portal, e-App, and quote tool you use — organized by product line so you stop hunting for links in the middle of a call.
Policy Dashboard
Your whole book of business at a glance — every policy written, premium on the books, persistency, and what needs attention before it becomes a chargeback.
One Platform, Built For Life Insurance
Unified conversations
Texts, emails, calls, and Messenger in one thread per lead. Nothing scattered, nothing lost.
Power Dialer integration
Dial multiple leads at once through WAVV. Select a list, hit start, and work the queue.
Automations
Leads move through your pipeline on their own — tagged, routed, and followed up without manual work.
Text & email campaigns
Nurture on autopilot with automated drips that warm leads up before you ever pick up the phone.
Verified Producer Website
A professional producer profile with your headshot, bio, and license credentials to build instant trust.
Analytics & insights
Track performance in real time and refine your strategy with numbers, not guesswork.
Retention & chargeback defense
Automated payment reminders go out before every due date, keeping policies active and chargebacks off your ledger.
Clients pipeline
Fill out one quick form after the sale and the client lands in your dedicated book-of-business pipeline for ongoing service.
Stage-triggered nurture sequences
Move a lead to no-show, objection, or chargeback-risk and the matching text & email sequence fires — educating the prospect and linking your producer website to get the call booked.
One Plan. Everything Included.
No tiers, no upsells. Every producer gets the full platform.
Professional Plan
Connects With The Tools You Already Use
No complicated setup — link your accounts once and everything talks to everything.
Real Results From Real Agents
Got Questions? We've Got Answers
What is Quotiva?
Quotiva is an all-in-one virtual sales platform built for life insurance agents — leads, conversations, follow-up automation, dialing, and performance tracking in one dashboard.
Is there a free trial?
Yes — every new account starts with a 14-day free trial with full access to the platform, so you can decide if it's the right fit before paying anything.
Is Quotiva easy to set up?
Yes. You get a step-by-step onboarding guide, video tutorials, and a knowledge base, and the platform connects to the tools you already use without any development work.
Does Quotiva integrate with tools I already use?
Quotiva integrates directly with the WAVV Power Dialer and Facebook lead forms, and our team can build custom CRM integrations for your organization.
What kind of support do I get?
24/7 support through email and our Discord community. Our team is there to resolve issues and answer questions quickly, plus we run regular webinars for new features.
Is my data secure?
Yes. Quotiva uses industry-standard encryption and security practices to keep your data and your clients' information protected.
Download Quotiva On Mobile
Manage your leads, work your pipeline, and never miss a conversation — from anywhere.
Stop Leaving Leads Untouched. Get A Grip On Your Business Today.
Try Quotiva free for 14 days.
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