Streamline Your Insurance Quote Workflow

Manage, share, and track insurance quotes efficiently with our modern platform built for insurance professionals

Upload and share insurance quotes with prospects via secure links

Add team members to collaborate on quotes and share access

Communicate directly with prospects within the platform

Quote links automatically expire after 30 days for security

Everything You Need to Manage Quotes

Our platform provides all the tools necessary to streamline your quote management process and improve client communication.

Upload PDF quotes and generate shareable links

Track quote status: pending, accepted, or declined

Version control for revised quotes

Real-time notifications for prospect actions

Secure cloud storage for all documents

Team member access management

All quotes are stored securely in the cloud with automatic backups. Links expire after 30 days to maintain security.

Join insurance professionals who are already using EzeeBind to manage their quotes more efficiently