Multi-carrier quoting · SOC 2 & ISO 27001 certified

Quote and bind cover instantly online and in-person

eQuote unifies the entire quoting and binding lifecycle in a single workflow. Quote and close Motor, Home, Health and Life policies for any binders in any channel — without leaving one workspace.

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Essential plan · 300 quotes · 4-week free trial · no credit card required

eQuote broker dashboard with multi-carrier insurance quote comparison

Omni-channel

Built for how brokers actually sell

Bridge the gap between traditional relationship brokerage and modern, hyper-automated digital storefronts — on one unified multi-carrier engine.

Online

Self-service customer portal

Branded web portal or mobile app
AI-assisted smart forms with address & vehicle lookups
Instant multi-carrier comparison matrix

In-person

Broker & agent-led workbench

Consultative dashboard for meetings and phone calls
Real-time coverage, deductible and rider adjustments
Co-browsing and customer-facing comparison view

Quote to bind

The extended lifecycle, in one platform

A quote is only half the battle. eQuote turns an estimate into an active, compliant policy without ever leaving the workspace.

Step 1

Quote acceptance & sharing

Send interactive quotes via secure Email or SMS links. Customers choose in one click.

Step 2

Digital proposal forms

Accepted quotes auto-map into full proposal forms with pre-verified data locked in.

Step 3

Document collection

Customers upload licences, utility bills and medical declarations through a secure portal.

Step 4

Automated underwriting

Risk is evaluated against carrier binder rules instantly, flagging exceptions in real time.

Step 5

KYC & AML compliance

Automated identity checks and sanctions screening to satisfy regulatory standards.

Step 6

Integrated payment

Optional gateway integration collects premiums or sets up direct debits seamlessly.

Step 7

Digital binding

E-signature captures the contract and activates coverage in real time.

Broker and client reviewing a digital proposal form and quote comparison

Back-office

Complete control of your commercial model

eQuote gives intermediaries the levers to configure pricing, produce documents and deliver carrier-ready reporting — without touching a spreadsheet.

Flex-pricing & commercials

Configure broker fees, discounts and multi-tiered commission splits directly from the dashboard — globally or per line of business.

Document production

Automatically generate customer-facing PDFs: policy schedules, certificates of insurance and terms of business.

Bordereau reporting

Compile bound risk data, premiums and commissions into standardised, audit-ready reports tailored to each carrier.

Pipeline visibility

Real-time reporting across every quote, proposal and bound policy — with full pipeline management.

Lines of business

One engine. Every product line.

Motor

Personal and commercial auto with vehicle registration lookups.

Home

Property and contents cover with instant address verification.

Health

Medical declarations, riders and carrier-specific underwriting rules.

Life

Term and whole-of-life products across all binders.

Automation + compliance

High-speed automation, with real guardrails

Clean risks flow through straight-through processing. Complex edge cases pause and route to a broker queue through eQuote's Human-in-the-Loop architecture — so speed never compromises risk appetite.

SOC 2Type II

ISO 27001certified

GDPR

Unrivaled velocity

Reduce time-to-decision from days to minutes.

Intelligent automation

Automate up to 90% of quote generation.

Active compliance

Every AI recommendation is fully traceable and audit-ready.

Bank-grade security

AES-256 at rest, TLS 1.3 in transit, SOC 2 Type II and ISO 27001.

Pricing

Simple, quote-based pricing

Every plan bundles 300 quotes. Add tokens for verifications, e-signature, decision engine runs, database screening and ongoing PEP & sanctions monitoring as you scale.