Partners

CRMs | Business Services

CRMs

Integrated Partner

Agency MVP is a smart sales & lead management system — built by agents, for agents. Our software identifies which prospects are most valuable and most likely to close by analyzing key insurance-specific data points. This saves hours of data entry time and allows you to automatically send texts and emails to households using custom workflows.

Special offers are available for QuoteWizard clients!

Integrated Partner

AgencyZoom is an employee enablement tool that helps agencies streamline their processes! Boost your sales team’s performance with lead management, boosting retention through automated customer engagement and create a polished online presence by helping generate Google reviews.

Special offers are available for QuoteWizard clients!

Coming Soon

For over 10 years, Lightspeed Voice has served insurance agencies with fully hosted private phone networks and reliable sales automation solutions. We incorporate plug-n-play phone system and sales automation tools that make it easy to automate processes, close deals, and do what you do best: connect with new and prospective customers!

Integrated Partner

Whether during off-hours or during the day, when you don’t have the time, Typhoon can provide a quote within minutes to an internet lead coming into your inbox. Typhoon pushes the information directly into Alliance so the quote is as accurate as the information that comes in on the lead. Typhoon can receive leads from 100s of lead providers and seamlessly integrates with your Lead Manager Software.

Integrated Partner

ROBO-Agent helps turn your contact rate to 100%. As the internet lead or telemarketing lead is received, it will generate a quote based on the lead information, and email it to the prospect within a minute from your Outlook. By emailing the quote directly to the prospect first, this allows your staff to focus on closing the lead.*

* Available for independent insurance agents and captive Allstate agents.

Special offers are available for QuoteWizard clients!

Integrated Partner

A complete, all-in-one sales and marketing system that easily manages leads, engages prospects through automated Email and SMS campaigns, and increases sales, productivity and contact rates utilizing our intelligent call cadence.

Special offers are available for QuoteWizard clients!

Set up a free demo!

Integrated Partner

Blitz is a web-based CRM tool that automates manual tasks so you can focus on what’s important: closing leads. The power of Blitz, paired with QuoteWizard leads, can increase your agency lead conversion rate by 10%+!

Visit Blitz for a brief demonstration!

Integrated Partner

Get in touch with QuoteWizard leads in seconds. As soon as a lead submits a form, they’ll be on the DYL platform and ready to call. DYL’s all-in-one phone and lead management system automates your sales pipeline from capture to close. With over 80+ features, DYL empowers your managers and staff to work around the world.

Special offers are available for QuoteWizard clients!

Integrated Partner

Allstate Lead Manager is the official CRM of Allstate.

Integrated Partner

APEX LeadCloud is the official CRM of Farmers Insurance.

DoublePositive combines the industry’s best Lead Suppliers, Lead Scoring Services, LIVE Hot Transfers, and Real Time Reporting Services to create the highest octane lead program on the market.

LeadMailbox is the first “web-based” lead management system designed over 15 years ago. LeadMailbox provides a fully customizable, extremely user friendly LMS for agents, with powerful analytic reporting for management.

Agents Ally is an agency management system with robust solutions for expanding your agency’s prospecting and sales efforts as well as retaining and servicing your current clients. Agents Ally is one agency tool that does it all!

Business Services

Insurance Sales Lab offers the most powerful sales training platform in the insurance industry called The One-Call Close Masterclass. Everything you’ll learn in the One-Call Close Masterclass is time-tested and proven to help agents write more P&C business. This simple and repeatable sales process was built exclusively for Farmers, Allstate, and Independent Agents. If your agency is in growth mode, consider enrolling in the masterclass today!

Craig Wiggins and his team want to help you grow your business. Staffing your agency following our specific and proven hiring process will help you transform your agency. We are giving you our entire hiring process and supporting documents including our agency handbook, example compensation plans, & more.

Special offers are available for QuoteWizard clients!

Live, fun, and engaging insurance sales training that guarantees results! Role Play at the Olson Agency is the first and only LIVE sales training program for insurance agencies whose topics are customized and driven by YOU. The only insurance sales training program with a 100% money-back guarantee.

Special offers are available for QuoteWizard clients!

Club Capital is the largest accounting and advisory firm for insurance agency owners in the country, providing a one-stop financial infrastructure that includes monthly accounting, integrated payroll, CFO services, and tax preparation.

Whether you’re looking to hire for sales or customer service, hire your ideal candidate with IdealTraits. We offer a comprehensive hiring service including job post management, interview guidance, and in-depth character surveys for applicants to help you source the best team.

Team Hired’s mix of proprietary marketing campaigns, video-based group interviews, & 1-on-1 coaching and consulting allows insurance agents to place new hires at a fraction of the cost and in a fraction of the time of traditional recruiting methods.

Special offers are available for QuoteWizard clients!

The most powerful marketing and communication software built specifically to meet the need of Independent insurance agencies. If you believe that the relationship you have with your clients is the heart of your business, then see how Agency Revolution can make those relationships deeper, stronger, and longer-lasting.

We are a specialized, no-contract answering service. Our team is fully bilingual in English and Spanish and utilizes specialized scripts to collect important information as well as transfer policyholders for immediate assistance.

Special offers are available for QuoteWizard clients!

YPC Media is an online marketing agency that implements powerful digital tools to help your business grow by helping you be found when people are searching, deliver a brand awareness that helps you get noticed, with the goal to help you generate leads.

Special offers are available for QuoteWizard clients!

Mivation’s Racing Snail software is a flexible, insurance-focused productivity software that will motivate your team to its highest potential. It will effectively track your data to offer accountability and goal management, analyze your data to offer actionable business intelligence, and incentivize your team members to focus on growth-targeting compensation.

Special offers are available for QuoteWizard clients!

National Online Insurance School is a state-certified life & health insurance school, providing pre-licensing insurance courses nationwide. Our online courses satisfy state credit hour requirements and prepare individuals to pass their state insurance exam.

Dundee Data’s auto data file offers auto related information that no other file on the market today can. Our mailing list of over 200 million records provides the most accurate vehicle information, such as owner, address, make, model and year.

The Hearsay Client Engagement Platform is reinventing the human-client experience in financial services by empowering over 200,000 advisors and agents to authentically and intelligently grow business relationships through proactively guiding and capturing the last mile of digital communications. The world’s leading financial firms rely on Hearsay’s SaaS platform to scale their reach, optimize sales engagements, and deliver exceptional client service in a consistent and compliant manner.

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