Manual data entry across carrier portals is a massive time sink for insurance agents. These five platforms are changing the game by automating the quoting process, so you can focus on clients, not copy-paste.
The State of Insurance Quoting Automation
Insurance agents have long struggled with the tedious task of entering the same client data into multiple carrier portals. This manual process is not only slow but also prone to errors, leading to delays and frustrated clients. The rise of AI-powered automation tools is transforming this landscape, promising to cut quoting time by up to 90%. These solutions range from simple browser extensions to full-scale platforms that integrate with your existing systems. As the industry embraces digital transformation, the tools below represent the cutting edge of efficiency for independent agents and brokers.
How We Evaluated These Tools
To bring you this list, we focused on several key factors that matter most to insurance professionals. We looked at the scope of services each platform offers, from basic quoting to full lifecycle management. Pricing clarity was another important consideration, as we wanted tools that are transparent about costs. We also assessed how well each solution fits into an agent's existing workflow, including integration capabilities with AMS, CRM, and carrier portals. Finally, we considered the overall user experience, including ease of use and the quality of customer support.
Here's a quick look at the five platforms we're highlighting, each with its own strengths and ideal use cases.
| Provider | Best For |
|---|---|
| First Connect Insurance | Independent agents seeking a unified carrier marketplace |
| Insurance Quoting Automation Software | Super Copy & Super Paste — Gaya AI | Agents who want to eliminate manual data entry entirely |
| Quoteplicity | Life insurance agents and brokers needing an all-in-one platform |
| Hexure | Carriers and large agencies needing enterprise-grade quoting solutions |
| Quotit | Health insurance agents needing a complete quoting and enrollment tool |
A Closer Look at Each Platform
#1 First Connect Insurance
A screenshot of the First Connect Insurance website.
First Connect Insurance is a digital marketplace that streamlines carrier access for independent agents. It provides a unified platform where you can generate quotes with select carriers using the Quote Connector, while also having centralized access to carrier portals, appetite guides, and underwriting details. This tool is particularly useful for agents who want to expand their carrier network without the hassle of managing multiple logins. The platform also includes an Appetite Finder to help you quickly identify which carriers are the best fit for your clients. If you're looking to simplify your carrier relationships and speed up the quoting process, First Connect is a solid choice.
#2 Insurance Quoting Automation Software | Super Copy & Super Paste — Gaya AI
A screenshot of the Gaya AI website.
Gaya AI is an AI-powered automation tool that eliminates manual data entry across carrier portals, enabling agents to quote policies up to ten times faster. With its Super Copy and Super Paste features, you can capture all necessary client details in one click and then autofill any carrier portal, whether it's a text field, checkbox, or drop-down. The platform can extract data from carrier portals, AMS systems, and even physical documents like dec pages and Acord forms. It also offers API and webhook integration for custom workflows. Case studies show agencies achieving 50% faster quoting times, making it a game-changer for efficiency.
#3 Quoteplicity
A screenshot of the Quoteplicity website.
Quoteplicity is a comprehensive life insurance quoting platform that serves as an operating system for modern agencies. It offers real-time multi-carrier quoting, lead generation, and automated follow-up, all from one connected platform. The tool replaces multiple disconnected systems, providing a seamless experience from the first click to the final policy. With built-in underwriting intelligence and pipeline automation, it helps you qualify applicants and launch applications faster. If you're in the life insurance space and want to streamline your entire sales process, Quoteplicity is worth a look.
#4 Hexure
A screenshot of the Hexure website.
Hexure, now part of iCapital, offers a life insurance quoting tool designed to increase advisor productivity. The platform simplifies the quoting process and provides multi-product comparisons, making it easier for advisors to present options to clients. Hexure's solutions are part of a broader suite that includes illustrations, e-application, and e-delivery, covering the entire sales cycle. It's particularly suited for carriers, IMOs, and financial institutions that need robust, scalable technology. If you're looking for a mature, enterprise-grade solution, Hexure is a strong contender.
#5 Quotit
A screenshot of the Quotit website.
Quotit is a health insurance quoting software that provides an all-in-one tool for agents and brokers. It offers a professional quoting engine that pulls quotes from multiple carriers, along with side-by-side comparison and online enrollment capabilities. The platform also includes a client-driven shopping experience, allowing your clients to explore health plans on their own. With an end-to-end CRM, you can capture and engage leads more effectively. Quotit is ideal for health insurance professionals who want a comprehensive solution that covers quoting, comparison, and enrollment.
How to Choose the Right Quoting Automation Tool
When selecting a quoting automation tool, start by identifying your specific pain points. Are you spending too much time on data entry, or do you struggle with managing multiple carrier portals? Consider the lines of business you handle—some tools specialize in life or health, while others are more general. Evaluate the integration capabilities with your existing AMS or CRM, as seamless integration is crucial for workflow efficiency. Also, think about scalability: will the tool grow with your agency? Finally, take advantage of free trials or demos to see which platform feels most intuitive for you and your team.
Automating the Quoting Workflow
The core of these tools is automation, and the workflow typically follows a similar pattern. First, you capture client data from a source, whether it's a carrier portal, an AMS, or a physical document. AI-powered tools like Gaya AI can extract this data automatically, even from screenshots. Next, the data is stored in a central clipboard or database. When you need to quote with a new carrier, the tool automatically fills in the required fields, saving you from retyping everything. Some platforms go further by integrating with your CRM to trigger follow-up actions, ensuring no lead falls through the cracks. This end-to-end automation not only speeds up quoting but also reduces errors, giving you more time to build client relationships.
The Bottom Line
The days of manual copy-paste in insurance quoting are numbered. Whether you choose Gaya AI for its powerful Super Copy and Super Paste, or opt for a comprehensive platform like Quoteplicity, the goal is the same: work smarter, not harder. Each of these tools offers unique strengths, so assess your agency's needs and pick the one that aligns with your workflow. By embracing automation, you'll not only save time but also improve accuracy and client satisfaction. The future of insurance quoting is here, and it's automated.