Getting started with QuoteCloud

QuoteCloud set up for your brokerage in weeks

Templates converted, disclosure wording locked, fee and payment settings chosen, renewals planned and the account team trained.

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A typical QuoteCloud rollout for a brokerage: convert the recommendation and renewal templates (one free during the trial), lock the disclosure wording (Business), set the broker fee line and payment on signing, connect Stripe or PayPal, plan the renewal routine, connect the broking system through Zapier, Make or the API, and train account managers in the 45-minute session.

A sample fleet recommendation cover from a fictional brokerage behind a rollout checklist whose items tick off one by one: template converted, disclosure wording locked, broker fee and payment setting, Stripe connected, renewal routine, broking system connected through Zapier, account managers trained, ending with the fleet recommendation's approval over $20,000 approved by a director.

Six steps from trial to every account manager sending

A sample plan for a fictional 12-person brokerage. Each phase says what you bring, what QuoteCloud gives you and how you know it's done.

  1. Phase 1, Week 1

    Convert your recommendation template

    You bring
    Your current recommendation and renewal letter, in Word or PDF.
    QuoteCloud gives you
    One template converted free during the trial (Essentials, Business, Enterprise); more as professional services.
    Done when
    An account manager can start a branded recommendation with insurers side by side.
    Insurance templates

  2. Phase 2, Week 1

    Lock your disclosure wording

    You bring
    The wording your compliance lead has approved, and the statements clients acknowledge.
    QuoteCloud gives you
    A locked company block in the content library and a Forms block for the acknowledgement.
    Done when
    Every recommendation carries the same wording, and account managers can't edit it.

    Content locking and Forms block: Business

    Disclosures & signers

  3. Phase 3, Week 2

    Set the broker fee and payments

    You bring
    Your fee policy and your brokerage's Stripe or PayPal account.
    QuoteCloud gives you
    A fee line with tax in the template and a payment on signing per document: none, the fee, or the full amount.
    Done when
    A test recommendation is signed and the fee lands in your own account.

    Payments: Essentials and up

    Broker fees & payments

  4. Phase 4, Week 2

    Connect the broking system

    You bring
    Your broking system's Zapier or Make connector, or its API, and the fields to move.
    QuoteCloud gives you
    Documents created from the template with premiums as rows, and signed and paid events sent back.
    Done when
    A test client goes in from the broking system and the signature comes back.
    Broking system integrations

  5. Phase 5, Week 3

    Plan the renewal routine

    You bring
    Next month's renewals and who handles them.
    QuoteCloud gives you
    Expiry dates on documents, the Expiring Soon filter, Revise Last Version and bulk send (Essentials and up).
    Done when
    Next month's renewals are listed, and the simple ones are ready to bulk send.
    Renewal packs & re-quotes

  6. Phase 6, Week 4

    Train the team and go live

    You bring
    Every account manager, plus a director for approvals.
    QuoteCloud gives you
    A 45-minute training session on paid plans; extra sessions as a paid add-on.
    Done when
    Every account manager sends from the template, and large accounts go to a director first.

Sample planning, not a promise: your timing depends on your templates, your wording and your broking system.

Help from the QuoteCloud team when you want it

Self-serve is fine for a small brokerage. When yours needs more hands, these are the services to ask about.

  • Onboarding services

    A template converted during the trial and the 45-minute training session on paid plans, to get your first recommendations out.

    Onboarding services

  • Professional services

    Extra template conversions and training sessions, and consultancy and integration set-up for Zapier, Make and the API.

    Professional services

  • Premium support

    Premium support as a paid add-on; Enterprise includes a dedicated account manager and implementation support.

    Premium support

What changes for each person in the brokerage

The value of a rollout, role by role. No statistics: just where each job goes.

The jobBeforeOnce QuoteCloud is set up
Compliance lead Checks whether each account manager pasted the latest disclosure wording. Writes the wording once, locks it, and every recommendation carries it (Business).
Account managers Build each comparison in Word from three insurers' PDFs. Start from the recommendation template, type or receive the premiums, and send.
Renewals coordinator Merges letters and keeps a spreadsheet of who's replied. Works the Expiring Soon filter and bulk sends, seeing who has opened and accepted.
Directors See large accounts after they've gone out. Approve recommendations over a total value before they're sent (Business).
Accounts Invoice the broker fee and chase it. See the fee paid on signing in your own Stripe or PayPal account.

Start the rollout with a free trial

Free for 14 days, no credit card required. Send us your recommendation template and we'll convert it while you set up the rest.

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Large accounts reach a director before they're sent

Set an approval rule on total value, such as recommendations over $20,000, and the document goes In Review to a director before an account manager can send it. Rules can also trigger on a discount percentage.

Bramblewood Couriers' fleet recommendation went to Helen, the director, at 2:10 pm and was approved at 3:42 pm, with the log kept on the document.

  • Triggers: total value or discount percentage
  • In Review until an approver decides
  • The approval log stays with the document

Approval workflow: Business

Approval workflow
Approval workflowTallowmere Insurance Brokers Sample data

Document workflow

Approved

Triggered when Total value greater than $20,000

  • Helen CarrowDirectorApproved

Recommendations over $20,000 go to a director before they're sent.

  1. Arun Pillai sent TI-F-0334 for review · Fri 16 Oct, 2:10 pm
  2. Helen Carrow approved · Fri 16 Oct, 3:42 pm

Approval workflow · Business plan

What a rollout doesn't include

Implementation sets QuoteCloud up around how your brokerage already works. A few things stay outside it, and it's better to know now.

  • No compliance sign-off: your wording and process are your brokerage's own, and QuoteCloud makes no compliance claims.
  • No insurer or rating connections: premiums are typed in or sent from your broking system through the API.
  • No premium funding, instalments or trust accounts: payments on signing go to your own Stripe or PayPal account.
  • No guaranteed go-live date: the timings above are sample planning.

Implementation questions

How long does it take a brokerage to start using QuoteCloud?

A small brokerage can send its first recommendation in the trial. A typical rollout, with the recommendation and renewal templates, locked wording, fee and payment settings, a broking-system connection and training, can take a few weeks. That's sample planning, not a promise: it depends on your templates and systems.

What help does QuoteCloud give during set-up?

During the trial QuoteCloud converts one of your existing templates for free on Essentials, Business and Enterprise, and paid plans include a 45-minute training session. Professional services cover extra conversions, training and integration set-up, and premium support is a paid add-on.

Which plan does a brokerage need?

Essentials covers price tables, templates, the content library, payments on signing, Zapier, Make and the API, bulk send and expiry dates. Business adds locked content, the Forms block for acknowledgements, approval workflows, version history and native accounting and CRM integrations. eSignatures are on every plan.

Can a director approve large recommendations before they're sent?

Yes, on the Business plan. An approval rule on total value, such as over $20,000, or on a discount percentage puts the document In Review until an approver decides, and the approval log stays with the document. Account managers can't send it until it's approved.

Does QuoteCloud sign off our compliance set-up?

No. QuoteCloud helps you place, lock and send your own wording and records every acknowledgement and signature, but it makes no compliance claims and gives no advice. Your compliance lead decides the wording and the process. Lock the approved wording (Business) so it can't drift.

More questions from brokers

More for insurance brokers

Every page of the QuoteCloud insurance microsite.

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