Insurance QuotePortal services
Insurance Agency Software & Quote Portal for Faster Policy Quoting
Run quoting, binding, and client management on one platform built for modern insurance agencies. InfoSwift gives your team real-time multi-carrier quotes, a branded self-service quote portal for clients, and a full pipeline to track every opportunity — so you spend less time rekeying data and more time writing business.
- Real-time, multi-carrier quoting from a single screen
- White-label quote portal your clients use under your brand
- Policy, client, commission, and pipeline management in one place
Trusted by 27+ Insurance Companies.
About
Complete Insurance Agency Software for Operations, Quoting & Portal Management
InfoSwift is an all-in-one insurance agency software platform that connects the work your team does every day. Instead of switching between rating tools, spreadsheets, email threads, and a separate CRM, your agency runs quoting, client servicing, and reporting from one connected system.
Quoting software pulls live rates across your carriers. A branded insurance quote portal lets clients start their own quote and submit details without a phone call. Quote manager software keeps every opportunity moving through your pipeline, while the underlying agency software handles policies, renewals, commissions, and the reporting your principals rely on. It is API-first, so it fits the carriers and systems you already use rather than forcing you to start over.
SERVICES
Everything Your Insurance Agency Software Needs Quote, Bind, Manage & Grow
Insurance Quoting Software — Real-Time Multi-Carrier Quotes
Quote across multiple carriers in real time from a single intake.
Enter client details once and compare live rates side by side, then move straight to bind without rekeying. Your producers stop juggling carrier portals and your clients get accurate numbers faster.
Insurance Quote Portal — Branded Self-Service Portal for Clients
Give clients a portal that carries your agency's branding, logo, and colors. They start a quote, enter their own information, and submit it on their schedule — daytime, evening, or weekend. Every submission lands directly in your pipeline, ready for a producer to review and bind.
Quote Manager Software — Track, Compare & Convert Quotes
See every open quote, its stage, and its owner on one dashboard.
Compare options, set follow-up tasks, and convert quotes to bound policies without losing track of a single lead.
Managers get clear visibility into what is in the pipeline and what is likely to close.
Insurance Agency Software — Policy, Client & Commission Management
Manage policies, client records, renewals, and commissions in one connected system. Client history, documents, and activity stay together, so anyone on your team can pick up an account with full context. Commission tracking keeps producer payouts accurate and transparent.
Insurance Quote Portal Software — White-Label & API Ready
Launch a fully white-labeled quote portal and connect it to the tools you already run. Open APIs let InfoSwift exchange data with your carriers, CRM, and back-office systems, so quotes, clients, and policies stay in sync across your stack instead of living in silos.
Insurance Quote System — Rules Engine & Rating Automation
A configurable rules engine applies your rating logic, eligibility rules, and product criteria automatically. Complex products and carrier-specific guidelines are handled consistently on every quote, reducing manual errors and keeping your team compliant as rules change.
Why InfoSwift?
Why Insurance Agencies Choose Our Software for Insurance Agency Operations
3× Faster Quotes with Insurance Quoting Software
Single intake and real-time multi-carrier rating remove the repetitive data entry that slows producers down. Teams quote and respond to clients in a fraction of the time it takes to log into carrier portals one by one.
Branded Insurance Quote Portal Ready
Your white-label quote portal can be configured, branded, and live in roughly two weeks. Clients get a self-service experience under your name without a long build cycle or development overhead on your side.
API-First Insurance Agency Software — Connects Everything
Open APIs connect InfoSwift to your carriers, CRM, and back-office tools. Data flows between systems automatically, which means fewer manual handoffs, fewer errors, and a single source of truth for your agency.
Full-Pipeline Quote Manager Software for Your Team
Every lead, quote, and follow-up sits in one pipeline view. Producers know what to work next and managers can forecast with confidence, so opportunities convert instead of going cold in an inbox.
Built to Scale — From Solo Producers to Multi-Location Agencies
Whether you're running one book of business or coordinating producers across multiple locations, InfoSwift's pipeline, reporting, and user permissions scale with your team. Add producers and lines of business without switching platforms.
Dedicated Onboarding Support — No Guesswork During Setup
A dedicated onboarding specialist configures your carriers, rating rules, and portal branding alongside your team — not a self-serve setup guide. Agencies go live faster because someone who knows the platform is doing the heavy lifting with you.
Our Process
How Our Insurance Agency Software Goes Live
01
Onboard — Configure Your Insurance Software & Carriers
We set up your account, connect your carrier appointments, and configure rating and product rules to match how your agency works.
02
Setup — Launch Your Insurance Quote Portal & Branding
Your quote portal is branded with your logo, colors, and domain, then tested end to end so client submissions flow straight into your pipeline.
03
Activate — Go Live with Insurance Quoting Software
Your team starts quoting across carriers in real time. We support onboarding so producers are confident from day one.
04
Grow — Manage Pipeline in Quote Manager Software
Track every quote to close, monitor producer performance, and use pipeline reporting to grow written premium quarter over quarter.
Industries
Quote Portal Software Built for Every Line of Insurance
Every insurance has its own compliance rules, failure modes, and user expectations. We build Quote portal around what actually breaks in your domain.
Home Insurance Quote Portal
Give homeowners a branded portal to quote coverage in minutes. Multi-carrier rating pulls property, coverage, and rebuild-cost details into one clean submission — no back-and-forth phone calls for basic quotes.
Life Insurance Quote Portal
Let clients start term or whole life quotes on their own time. Configurable underwriting questions route straight into your pipeline, so producers pick up pre-qualified leads instead of cold intake calls.
Health Insurance Quote Portal
A self-service portal for individual and family health plans. Clients enter household and coverage details once; your team compares carrier options and finalizes enrollment without rekeying data across systems.
Property Insurance Quote Portal
Built for landlords, commercial property owners, and investors. Clients submit property details, coverage needs, and portfolio size through a branded intake — producers get structured, bindable leads instead of raw inquiries.
Lead Form
Request a Free Demo of Our Insurance Agency Software & Insurance Quote Portal
See InfoSwift in action with a walkthrough tailored to your agency. We will show you real-time multi-carrier quoting, your branded client portal, and the pipeline and reporting your team would use every day.
FAQ's
Frequently Asked Questions About Our Insurance Agency Software & Insurance Quoting Software
Software for an insurance agency is a platform that manages your agency’s core work — quoting, policy and client management, commissions, and reporting — in one connected system. InfoSwift includes real-time multi-carrier quoting software, a branded self-service quote portal for clients, quote manager software for your pipeline, and policy, client, and commission management. It is API-first, so it connects to the carriers and tools your agency already uses.
Your clients visit a quote portal branded with your agency’s logo, colors, and domain. They start a quote, enter their own details, and submit at any time without needing to call or email first. Each submission flows directly into your pipeline, where a producer can review it, finalize multi-carrier rates, and move it to bind. The result is a self-service experience for clients and clean, ready-to-work leads for your team.
InfoSwift is carrier-agnostic and API-first, designed to connect to the carriers your agency is appointed with rather than a fixed list. During onboarding we configure your carrier connections and rating rules so your team quotes across the markets you actually write. If you have specific carriers in mind, share them with our team and we will confirm fit during your demo.
For many agencies, yes. InfoSwift manages clients, quotes, pipeline, and follow-ups in one place, which lets a number of teams retire a separate CRM. If you prefer to keep your existing CRM, our API-first design lets InfoSwift sync with it so quotes and client records stay aligned. We will help you decide the right setup based on your current stack during your demo.
Most agencies launch a branded quote portal in roughly two weeks. Full go-live timing depends on the number of carrier connections and how much rating and product configuration your agency needs. Our team handles onboarding, branding, and testing, and supports your producers through launch so they are confident from day one. We will give you a clear timeline after reviewing your requirements.
Yes. The quote portal is fully white-label. It carries your agency’s logo, colors, and domain so clients experience it as your own platform, not a third-party tool. This keeps your brand front and center throughout the quoting journey while InfoSwift runs the technology behind it.
Yes. InfoSwift includes a configurable rules engine that applies your rating logic, eligibility criteria, and product-specific guidelines automatically. It is built to handle complex products and carrier-specific rules consistently across every quote, which reduces manual errors and helps your team stay compliant as those rules change over time.
Why InfoSwift?
Why Agencies Trust InfoSwift as Their Insurance Agency Software
Insurance agencies don’t switch platforms lightly. Here’s why teams choose InfoSwift and stay. Quoting, portal, pipeline, policies, and commissions live in one system — so your team stops re-entering the same client details across five different tools. From a single producer to multi-location teams, InfoSwift scales with your book of business without forcing a platform change down the line.Open APIs mean InfoSwift fits into your existing carrier and CRM stack today — and adapts as your tech stack changes tomorrow.
Let The Experts Brief You Now: +1 (714) 660-6085 Email: getinfo@infoswift.com