Customer Support · Official-source review 2026-10-07
QuoteBind AI supports insurance agencies with AI responses to quote requests, client follow-ups and optional phone handling. Core combines lead capture, an agency dashboard and reminders; Pro adds an AI phone line and retention workflows. Complete adds call recordings, transcripts and analytics. The team still prepares final quoted prices and handles escalated cases.
Choose it for insurance agencies that need a reviewed response and follow-up workflow around their existing client records.
A scripted demo is an illustration, not evidence of a completed agency deployment. Setup can use an AMS export and weekly uploads; do not assume every AMS has a live native connection. Licensed staff must verify policy, coverage and claims information.
Confirm the supported data handoff with the vendor, review an approved export and configure escalation to agency staff. Check generated replies and reminders against policy records. For a phone plan, test an authorized sample scenario and set recording and urgent-claim handling before customer use.
Core is $129/agency/month. Pro is $298/month with 600 AI call minutes; Complete is $379/month with 1,500. Additional minutes are $0.30/minute. Plans are month-to-month without a setup fee or annual lock-in. Pro plus 270 excess minutes equals the published Complete price; this is an arithmetic comparison, not a usage recommendation.
Official vendor material reviewed on 7 October 2026. This listing describes documented workflow and restrictions. No application installation, paid generation, customer-data session or performance benchmark was conducted. Confirm live terms and inspect output for the intended use.
What it can do
Unknown is different from unavailable. Each fact carries its own evidence.
| Capability | Value | Evidence | Checked |
|---|---|---|---|
| Documented operating workflow | Confirm the supported data handoff with the vendor, review an approved export and configure escalation to agency staff. Check generated replies and reminders against policy records. For a phone plan, test an authorized sample scenario and set recording and urgent-claim handling before customer use. | Identity only | 2026-10-07 |
Understand the total cost
Core
$129.00 /mo
Monthly recurring billing
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Explore toolThe practical questions
The pricing page describes a personal response and next steps while the agency prepares the final price. Treat responses as intake and service assistance, with policy and binding decisions verified by authorized staff.
It suits insurance agencies that need a reviewed response and follow-up workflow around their existing client records.
QuoteBind AI supports insurance agencies with AI responses to quote requests, client follow-ups and optional phone handling. Core combines lead capture, an agency dashboard and reminders; Pro adds an AI phone line and retention workflows. Complete adds call recordings, transcripts and analytics. The team still prepares final quoted prices and handles escalated cases.
Limited founding program: three agencies may receive 30 days free; not an ongoing free plan.. This record does not confirm an ongoing free plan.
The listed monthly price is $129.00 USD at monthly billing. See the plan cards for entitlements, billing commitments and seat minimums.
Agency website/chat embedding is documented; public API access was not verified.. API access and subscription access may have different terms; consult the linked sources.
A scripted demo is an illustration, not evidence of a completed agency deployment. Setup can use an AMS export and weekly uploads; do not assume every AMS has a live native connection. Licensed staff must verify policy, coverage and claims information.
No retained pricing changes yet. A current price alone does not establish a historical trend.
Reviewed workflow, access and documented restrictions.
Read original source ↗Core is $129/agency/month. Pro is $298/month with 600 AI call minutes; Complete is $379/month with 1,500. Additional minutes are $0.30/minute. Plans are month-to-month without a setup fee or annual lock-in. Pro plus 270 excess minutes equals the published Complete price; this is an arithmetic comparison, not a usage recommendation.
Read original source ↗Facts apply to the named version and check date. Send a sourced correction if something changed.