Stop Losing LeadsTo Bad Timing.
Requotra is the AI-powered platform built exclusively for independent insurance agents. Log lost leads, chase warm quotes, and protect yourself from E&O, all in one place.
No credit card required · 7-day free trial · Cancel anytime
Insurance-Specific by Design
Built for insurance agents. Period.
Kansas Regulations Built In
Not generic insurance rules. Kansas minimum limits, fault rules, PIP requirements, and DOI guidelines are baked into every AI answer.
Carrier-Specific Answers
Upload your carrier guidelines and the AI answers per carrier, not generic insurance theory.
E&O Protection First
Every feature was designed with E&O liability in mind. We don't just help you sell, we help you stay protected.
The Problem
Independent agents leave thousands on the table every year.
67%
of quoted leads never get a follow-up call after the first contact.
$4,200
average annual commission lost per agent from forgotten requote opportunities.
1 in 3
E&O claims stem from inadequate documentation of coverage conversations.
Statistics for illustrative purposes.
Features
Built exclusively for insurance. Nothing else.
Built for insurance agents. Period.
Requotra isn't a general CRM that happens to work for insurance. It's built from the ground up for how insurance agents actually work, from the first call to the closed policy. Kansas regulations, carrier guidelines, E&O protection, and lead recovery are baked in from day one. If you're not an insurance agent, this isn't for you.
REQUOTE PIPELINE
Never forget a lost lead again.
Just talk to the AI like you're debriefing a coworker after a call. Requotra extracts the customer info, figures out why you couldn't close, and automatically sets a callback for when their ticket falls off or the timing is right.
- Voice or text debrief
- AI-powered callback scheduling
- Ticket drop-off detection
- Conversation memory for callbacks
REQUOTE PIPELINE
Live workflow
E&O SHIELD
Catch liability risks before they become lawsuits.
Paste your coverage notes and the AI flags anything that could create an Errors and Omissions claim. Upload your quote and the property record and get a side-by-side comparison highlighting every discrepancy.
- Coverage notes risk analysis
- Quote vs property record comparison
- Kansas-specific E&O rules
- Documentation checklist
E&O SHIELD
Live workflow
FOLLOW-UP ENGINE
Stop losing warm leads to silence.
When a prospect gets your quote and goes quiet, Requotra automatically sends a Day 1, Day 3, and Day 7 follow-up sequence. No response after 7 days? They automatically move to your ReQuote pipeline with a 6 month callback.
- Automated email sequences
- AI-written personalized emails
- Auto-converts to ReQuote pipeline
- Call reminders on dashboard
FOLLOW-UP ENGINE
Live workflow
AGENT AI
A senior agent in your pocket.
Ask anything about insurance, Kansas regulations, E&O best practices, or your specific carrier guidelines. Upload your carrier PDFs and the AI answers questions per carrier, so you know exactly what one carrier says versus another.
- Kansas-specific insurance knowledge
- Per-carrier answers from your PDFs
- E&O best practices built in
- Voice input support
AGENT AI
Live workflow
LEAD MANAGEMENT
Your entire pipeline in one view.
Import leads from any spreadsheet with AI column detection. See at a glance which leads have a requote set and which do not. Update leads by voice right after a call. A real CRM built for how agents actually work.
- CSV and Excel import
- AI column detection
- Voice updates on leads
- Requote status indicators
LEAD MANAGEMENT
Live workflow
Pricing
Simple pricing for every agency.
Start with a 7-day free trial. No credit card required.
Solo
For independent agents
1 agent
- 200 ReQuote debriefs/mo
- 150 Agent AI messages/mo
- 75 E&O checks/mo
- 20 PDF comparisons/mo
- Full lead management
- Follow-up engine
Agency Team
For small agencies
Up to 5 agents
- Everything in Solo
- 150 debriefs/agent/mo
- Admin panel + invites
- Team leaderboard
- Agency-wide pipeline view
- 5 agent seats included
Agency Pro
For growing agencies
Up to 15 agents
- Everything in Agency Team
- 200 debriefs/agent/mo
- 150 AI messages/agent/mo
- 25 PDF comparisons/agent/mo
- 15 agent seats included
- Priority support
Enterprise
For large brokerages
Unlimited seats
- Unlimited seats
- Custom AI limits
- Dedicated support
- Custom onboarding
- SLA guarantee
All plans include a 7-day free trial. No credit card required.
Ready to stop losing leads?
Join independent agents who use Requotra to recover lost revenue and protect their business.
Start Your Free 7-Day TrialNo credit card required · Cancel anytime · Built for independent agents
