QuoteWizard review: leads, pricing and terms
QuoteWizard is LendingTree's insurance lead business. It runs QuoteWizard.com and partner sites where shoppers fill out quote forms, then sells those requests to agents as real-time web leads across auto, home, renters, health, Medicare and life insurance.
Shared leads go to no more than four agents and fewer than two on average, exclusive options are available and WizardCalls adds live transfers for home and auto. You buy by package and filter, pay as you go and manage everything in an online dashboard.
- Best for
- Personal lines agents who want high-volume shared web leads with detailed filters
- Formats
- Real-time leads and live transfers
- Lines
- Auto, home, renters, health, Medicare and life
- Shared or exclusive
- Both. Shared leads go to four agents at most. Live transfers go to one
- Price
- From $4.50 per lead for renters to $26.75 for premium auto search leads
- To start
- Pay as you go. You choose the card charge
- Contract
- No long-term contract
- Returns
- Up to 25% of leads within 10 days
- States
- All 50, by territory
Our take
QuoteWizard fits personal lines agents who want steady volume and fine control over who they buy. Its filters go well beyond state and line, and its leads arrive in real time from search-driven quote forms.
Most agents should start with one auto or home package in a tight territory, with the filters that match the drivers or homes they write best. Add WizardCalls once you know your web lead cost per sale, or step up to the Elite program if two or more producers are spending $3,000 a month.
Filters are priced into each package, so ask for a quote on the exact filters you plan to use, and ask your account manager for the accepted return reasons in writing.
Pros
- Shared leads go to four agents at most, and fewer than two on average
- Six lines, with a published sample lead for each
- Detailed filters by driver, vehicle, home and coverage history
- Live transfers for home and auto through WizardCalls
- Pay as you go with a spending cap you set
- Connects to many CRMs, dialers and raters
Cons
- Filters add to the published package prices
- The lead credit policy isn't public
- Live transfers only for home and auto
- Health leads average about three buyers each
- Billing rules for WizardCalls aren't published
Product details
| Product | Format | Average buyers per lead |
|---|---|---|
| Auto leads | Real-time web lead | About 1.7 |
| Home leads | Real-time web lead | About 1.8 |
| Renters leads | Real-time web lead | About 1 |
| Health leads | Real-time web lead, in Premium, Preferred and Standard tiers | About 3 |
| Medicare leads | Real-time web lead | About 1.1 |
| Life leads | Real-time web lead, including final expense | One agent on exclusive life products |
| WizardCalls | Live transfer, home and auto | One agent per call |
Averages are QuoteWizard's figures for shared leads, as of October 2026. Shared leads never go to more than four agents, and QuoteWizard also advertises exclusive leads for auto, home, renters, health and life.
WizardCalls
A U.S. call center either takes the shopper's call or calls the shopper, confirms they want a quote and connects them to one agent. Calls are sold in packages for home and auto, from unfiltered to premium auto (drivers over 25 with no incidents and at least a year of coverage), and you can set daily call caps, how many calls can ring at once and a delivery window.
Recordings are in your dashboard. If you miss a call, you get a notice with the shopper's details. QuoteWizard doesn't publish what makes a call billable or how short calls are handled, so ask before you buy.
Elite program
Agencies with two or more producers that spend at least $3,000 a month on leads or calls can join Elite, which adds pricing based on your results, faster review of lead credits and a named account manager.
Getting started
- Fill out the join form on the agent site and choose your lines.
- Pick packages and filters with a sales rep, along with your territory and daily or weekly caps.
- Set the amount charged to your card. The card is charged again once your balance falls under what a single lead costs. You can set a cash cap to stop automatic charges.
- Leads arrive in the QuoteWizard dashboard and by email, and can post into your CRM, rater or dialer.
- Pause when you need to. Standard accounts get 45 vacation days a year, and higher-volume accounts get more.
Pricing
Each lead's price is the package price plus the filters you add, and it can vary by carrier and territory. Live transfers are priced by bid and package.
| Package | Who it includes | Price per lead |
|---|---|---|
| Auto Premium | drivers over 25 with few incidents, currently insured, no DUI, SR-22 or suspension | From $7.88 |
| Auto Preferred Homeowner | homeowners over 22, same driving record | From $9.38 |
| Auto Preferred Search | premium search campaign, drivers over 22, same driving record | $22.25 |
| Auto Premium Search | premium search campaign, drivers over 25 | $23.75 |
| Auto Preferred Homeowner Search | premium search campaign, homeowners over 22 | $26.75 |
| Home | no mobile homes | From $7.50 |
| Renters or condo | renters and condo owners | From $4.50 |
| Uninsured, DUI, high-risk and SR-22 auto | four packages, some carriers only | From $3, by territory size |
Prices as of October 2026. Health, Medicare and life leads are quoted by a sales rep.
Cost per sale
Sales to break even each month
Cost per sale is the price divided by your close rate. Break-even is the number of sales whose commission covers a month of spend.
Sample leads and filters
QuoteWizard publishes a sample lead for each of its six web lead lines, and the fields differ a lot from one line to the next. Every lead includes the shopper's name, address, phone and email.
Auto leads
The auto lead lists current insurer, coverage type, expiration and liability limits, then a block for each driver (birthdate, licensing, marital status, occupation, education, credit, SR-22, incidents and bankruptcies) and each vehicle (make, model, year, annual miles, VIN prefix, ownership, parking and use).
Home leads
The home lead adds credit and birthday, the dwelling limit, liability and deductible the shopper wants, their carrier and expiration, and property details such as type, bedrooms, bathrooms, stories, walls, roof, garage, year built, square footage, dogs and security features, plus one valuable item and its value.
Renters leads
The renters lead adds birthdate and gender, property type, the personal property coverage amount, whether the shopper has a current policy and with whom, and any claim in the last five years.
Health leads
The health lead lists each applicant's birthdate and gender, household size and income, the coverage type wanted and any qualifying life event for a special enrollment period.
Medicare leads
The Medicare lead lists date of birth, gender, height and weight, the coverage type wanted, household income and size, any qualifying event and whether the shopper already has Medicare.
Life leads
The life lead is the most detailed: birthdate, gender, height, weight, income, credit, education, marital status, occupation, any prior decline and current coverage, the type, amount and term requested, lifestyle questions (DUI, felonies, hazardous activities, moving violations, nicotine, private pilot) and a long list of medical conditions.
Filters
Auto filters include search or non-search leads, driver age bands, incidents and tickets, years insured, homeownership, marital status, education, credit, multiple cars and high-risk, DUI or SR-22. Home filters cover credit, newer homes, mobile homes, claims and dogs. Renters filters cover credit, condos and dogs.
For health and life, ask a rep. Carrier-specific packages are also available, and custom filters can cost you a carrier's cost-share.
Lead quality checks
Shoppers reach QuoteWizard.com and partner sites mostly from Google, Bing and Yahoo searches and fill out a detailed quote form. QuoteWizard says each lead then goes through its validation process before it's matched to agents by their filters. The quote form runs TrustedForm and Jornaya LeadiD.
Delivery and integrations
Leads arrive in real time in the QuoteWizard dashboard, where you also change caps and territory and request credits, and by email or text. They can post into your CRM, dialer or rater.
QuoteWizard integrates with these CRMs and dialers: AgencyMVP, AgencyZoom, APEX, Blitz, Contactability, Convoso, Dial Your Leads, FollowupCRM, Hearsay, Allstate Lead Manager, PhoneBurner, QuoteBurst, Ricochet360, Ringy, ROBO-Agent, Shape, VAM dB, VanillaSoft and Velocify. Its rater partners are Applied, EZLynx, TurboRater and Vertafore PL Rating. If your system isn't listed, ask a rep.
Lead returns
You can return up to 25% of your leads within 10 days of delivery. Request credit for a lead in the dashboard under QuoteWizard's lead credit policy.
The accepted reasons aren't published, so ask for a copy of the policy before you buy. Elite accounts get faster review of credit requests.
Contract and cancellation details
There's no long-term contract. You pay as you go, and you can stop automatic card charges with a cash cap. Standard accounts can pause for up to 45 vacation days a year.
QuoteWizard alternatives
These lead companies sell similar real-time personal lines leads and calls.
Often compared with
See every option in insurance lead companies.
Frequently asked questions
How much do QuoteWizard leads cost?
Shared web leads start at $4.50 for renters, $7.50 for home and $7.88 for auto, and premium auto search leads run $22.25 to $26.75, as of October 2026. Filters add to the price, and health, Medicare and life leads are quoted by a sales rep.
Are QuoteWizard leads exclusive?
Both. Shared leads go to four agents at most, and fewer than two on average. Exclusive leads are available, and each WizardCalls live transfer is routed to a single agent.
What is QuoteWizard's return policy?
You can return up to 25% of your leads within 10 days, requested in the dashboard under QuoteWizard's lead credit policy.
Does QuoteWizard require a contract?
No long-term contract is required. Accounts are pay as you go, and you set the amount charged to your card and can cap it.
Does QuoteWizard offer live transfers?
Yes. WizardCalls connects home and auto shoppers to one agent after a call center confirms they want a quote.
Can I filter the leads I buy from QuoteWizard?
Yes, and the filters go well past state and line. Auto filters cover things like driver age bands, incidents, years insured, homeownership and credit, home filters cover newer homes, claims and dogs, and renters filters cover credit, condos and dogs. Each filter adds to the package price, so get a quote on the exact set you plan to use.
Where do QuoteWizard leads end up?
They land in the QuoteWizard dashboard in real time and also go out by email or text. From there they can post into your CRM, dialer or rater, and QuoteWizard lists a long run of named CRM and dialer integrations.
How we researched this review. We based this review on the pricing, terms and product pages published by QuoteWizard, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008, including agents who have bought leads from QuoteWizard and many other providers.
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 QuoteWizard quit selling or a contract term that reads different now, let us know and send the link to the page where QuoteWizard has it. Somebody here pulls up that page and checks it before we change anything on ours.