Quoteplicity review for insurance agents: pricing, carriers and features
Quoteplicity quotes term, whole life, UL and final expense. Its QuoteIQ tool points to the carrier guide behind each likely class. It also runs inside GoHighLevel and builds quote funnels for your site.
Producer costs $59 a month for one user, and Agency is $199 with two users.
- Best for
- Life agents and agencies on GoHighLevel who want quotes, underwriting help and lead funnels in one place
- Lines
- Term, whole life, universal life, final expense and guaranteed issue
- Price
- $59 a month for one user
- How you get it
- Subscribe online. No upline needed
- Carriers
- 40+
- Applications
- Hands off to carrier apps, including instant-issue Ethos, Assurity and Sproutt
- Website quoter
- Yes, hosted or embedded quote funnels
- Free trial
- 14 days, card required
Our take
Quoteplicity suits a life agent who runs leads through GoHighLevel and wants quoting and underwriting inside the CRM. QuoteIQ showing its source in the carrier guide helps you trust the class it suggests.
Agency is the plan for funnels and white label, but it costs much more per user than Producer.
There's no PDF proposal, only links.
Pros
- Underwriting answers tied to carrier guides
- Quotes inside GoHighLevel contacts
- Hosted or embedded quote funnels
- Month to month, cancel any time
Cons
- Agency costs over three times Producer
- AI quotes are capped each month
- No PDF proposals
- No promised export after you cancel
Plans and pricing
| Plan | Price a month | Users | What it adds |
|---|---|---|---|
| ProducerOne agentFor a solo agent | $59 | 1 | LiveQuote, QuoteIQ underwriting, consumer quote links, quote history and up to 25 website leads a month |
| AgencyTeams and funnels | $199 | 2 | Everything in Producer, plus unlimited leads, Beacon funnels, application flows, white label, API and webhooks |
| EnterpriseIMOs, BGAs and call centers | Quote only | Custom | Custom setup, admin portal and dedicated support |
As of October 2026, from quoteplicity.com. Extra users are $29 a month and extra brands $99. Yearly billing gives two months free.
| Users | Producer plus extra users | Agency plus extra users |
|---|---|---|
| 1 | $59 | $199 |
| 3 | $117 | $228 |
| 5 | $175 | $286 |
Producer is cheaper at any size, but Agency adds unlimited leads, funnels and the API. AI quotes are capped at 100 a month on Producer and 300 on Agency, then $50 buys 500 more.
Access and contracting
- How you get it
- Sign up online with a card
- Who pays
- You
- What you need first
- Nothing for quoting. Show only carriers you're appointed with
- If you leave your upline
- Nothing changes on a direct plan
Agents contracting with Ethos through Quoteplicity can get the software discounted or free, based on production.
Carriers, products and states
- Carriers
- 40+
- Carrier list
- LiveQuote carrier logos
- States
- Set by each product and your appointments
Quoteplicity says LiveQuote covers 40+ carriers and its GoHighLevel quoter 50+, as of October 2026.
Rates and underwriting
- Where rates come from
- Live from carrier rate engines
- Fixing a wrong rate
- Portal support form
QuoteIQ underwriting
- Condition and drug lookup
- Likely rate class by carrier
- Guided health questions
- Highlights the carrier guide passage it used
- Table ratings 1 to 16
QuoteIQ reads current carrier manuals and guides. The carrier still makes the final decision.
Quotes and proposals
| Result | What it means for you |
|---|---|
| Quote only | Premiums across carriers on one screen |
| Estimate | A likely class and price before underwriting |
| Rate comparison | A comparison link the client can edit and rerun |
- What you can send the client
- An email, a text or a link
There's no PDF proposal, and quotes aren't offers of coverage.
Applications and enrollment
- Where the application goes
- The carrier's app or agent portal, or a link you set
- Instant-issue carriers
- Ethos, Assurity and Sproutt
- What carries over
- The client doesn't retype what they already entered
Website quoting and consent
Clients see live rates and can start an application. You choose whether they enter contact details before or after the results.
- Ways to add it
- A hosted page, link, button or embedded frame
- Your branding
- Full white label on Agency, including removing the Quoteplicity badge
- Where leads go
- Email, webhook, GoHighLevel or another CRM
- Consent record
- An optional text and call consent box you can make required
Integrations
| Connects to | Type | How | Direction | What it does |
|---|---|---|---|---|
| GoHighLevel | CRM | Plugin | Both ways | Quotes inside contacts and saves quotes as notes |
| Carrier apps and portals | eApp | Hand-off | Out | Opens the application from a quote |
| Webhooks | API | Webhook | Out | Sends leads to any endpoint on Agency |
| AI assistants | AI | Secure sign-in | Both ways | Lets Claude, ChatGPT and others run quotes with your permissions |
Getting started
Start the trial
Sign up with a card. Billing starts after 14 days.
Pick carriers
Turn on the carriers and products you're appointed for.
Connect GoHighLevel
Quoteplicity says most agents quote within 20 minutes of installing it.
Launch a funnel
Build a Beacon page and pick where leads go.
Support is by portal form and email. Paid Launchpad setup can take an agency live in days.
Mobile, users and security
Mobile
Funnels and comparison links work on phones. There's no app.
Users and security
- Owner, admin and user roles
- Leads limited to assigned users
- AI tools never see health, SSN or bank fields
- AI activity logged and switchable off
Contract and your data
- Term
- Month to month
- Canceling
- Any time, including during the trial
- Your data when you leave
- No export promised. Deleted within 30 days of a request
- Terms
- Quoteplicity terms
Terms read in October 2026. You control your lead records. Export what you need before you cancel.
What users say
What reviewers say most often, as of October 2026.
What users like
- Clean screens
- Easy to add to a website
- Branding options
- Turns visitors into leads
- Quick support
What users dislike
- Settings take time to learn
- No PDF quotes
Quoteplicity alternatives
- Ninja Quoter$19/moLife website quoters with CRM lead posting, from $19 a month
- Insurance Toolkits$39.99/agent/moFinal expense and term quotes with health screening, monthly
- COMPULIFEFrom $110/yrTerm, GUL and final expense quoting plus a website quoter, yearly
- LifeBrain$7/user/moBudget-based life quoting from a few dollars a month
- BackNine Quote & ApplyFree with contractingLife quote to eApp, free with BackNine contracting
See every option in insurance quoting software.
Frequently asked questions
How much does Quoteplicity cost?
Producer is $59 and Agency is $199 a month. Extra users cost $29 each.
Does Quoteplicity work with GoHighLevel?
Yes. A plugin runs quotes inside contacts and saves them as notes.
Is there a free trial?
Yes, 14 days. You need a card, and billing starts unless you cancel.
How we researched this review. We based this review on the pricing, terms and product pages published by Quoteplicity, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan Quoteplicity quit selling or a contract term that reads different now, let us know and send the link to the page where Quoteplicity has it. Somebody here pulls up that page and checks it before we change anything on ours.