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QuoteCloud
for the Insurance Sector
Deliver forms for claims, reduce errors and speed-up your workflow
No credit card required
QuoteCloud for Insurers
QuoteCloud serves as an invaluable asset for insurance companies, simplifying the process of delivering forms for claims, reducing errors, and accelerating workflow efficiency. This versatile platform offers an intuitive interface designed to empower insurance professionals to efficiently generate and deliver detailed forms for claims processing. QuoteCloud's customisation features enable insurance companies to tailor these forms to their specific requirements, ensuring accuracy and compliance.
By streamlining the document creation process, QuoteCloud significantly reduces the likelihood of errors, fostering a more seamless claims process. Moreover, the platform's efficiency is further enhanced by features that speed up workflow, allowing insurance professionals to manage claims with greater agility. QuoteCloud's commitment to accuracy, customisation, and workflow efficiency makes it an indispensable tool for insurance companies, optimising their operations and improving the overall claims processing experience for both the company and its clients.
Create
Embed your supplier product brochures and technical documents as PDF's, that will appear seamlessly as part of your contracts.
eSign
Once contracts are created in QuoteCloud, getting them signed is painless thanks to built-in eSignature functionality.
Anywhere
As the name suggests, QuoteCloud lives in the cloud. Send, revise & sign from anywhere you’re connected.
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Frequently Asked Questions
What is QuoteCloud for the Insurance Sector?
QuoteCloud is a cloud-based document, sales quote, proposal and contract platform tailored for insurance companies and mortgage brokers. It helps teams create and deliver detailed claim forms, sales quotes and contracts with templates, branding and compliance controls to reduce manual work and improve accuracy.
How does QuoteCloud streamline claims processing and reduce errors?
QuoteCloud replaces manual form creation with template-driven documents and guided fields, which reduces data entry mistakes and ensures consistency across claims and contracts. Built-in workflows and revision features speed up document turnaround so claims move through the process faster.
Can I customise templates and embed supplier brochures or technical documents?
Yes. You can fully customise templates to match your branding and compliance needs, add conditional fields, and embed supplier product brochures or technical PDFs so they appear seamlessly as part of proposals and contracts.
Does QuoteCloud support electronic signatures (eSign) and are they legally valid?
QuoteCloud includes built‑in eSignature functionality so recipients can sign documents electronically without leaving the platform. Electronic signatures are widely accepted, but legal requirements vary by jurisdiction and document type, so you should confirm local regulations and any industry-specific compliance needs.
Can I use QuoteCloud from anywhere and collaborate with my team?
Yes. QuoteCloud is cloud-based—meaning you can create, send, revise and sign documents from anywhere you have an internet connection. The platform supports team collaboration, version control and shared templates to keep teams aligned.
What integrations does QuoteCloud offer for insurance workflows?
QuoteCloud integrates with accounting and business systems to streamline back-office tasks. Notable examples include QuickBooks Online for invoicing and financial sync, and TravelDocs for travel itinerary workflows; the platform also supports many other integrations and connectors to fit existing tech stacks.
Is there a free trial and what pricing plans are available?
QuoteCloud offers both free and paid plans, with a free trial available so you can try the platform without a credit card. Pricing tiers vary by features and team size—contact QuoteCloud or request a demo for plan details tailored to your organisation.
How do I get started with QuoteCloud for my insurance company?
To get started, sign up for the free trial or request a demo to see templates and workflows in action. You can test creating claim forms, embedding PDFs and sending documents for eSignature, then select a plan that matches your team's needs.
Ready to try QuoteCloud?
Start your free trial here, or learn more about QuoteCloud with a personalised tour.
No credit card required
Sales Quotes + Sales Proposals + Contracts
QuoteCloud is made by sales people for sales people