Broker Quoter
Experience a smarter way to manage client intake, error-free processing, and seamless proposal generation - all on a unified platform built for brokers.
EO quoting often means endless manual tasks, inconsistent documents, and slow turnaround - leading to lost deals and frustrated clients. BrokerQuoter puts an end to the chaos.
Client information arrives through scattered channels and inconsistent formats, making data gathering slow and error-prone.
Time-consuming efforts to reconcile errors and missing details waste valuable resources.
Inconsistent information and communication breakdowns prolong deal closure.
PEO quoting doesn’t have to be chaotic. BrokerQuoter streamlines every step, turning manual work and frustration into a fast, accurate, and seamless process.
Collect client information quickly through secure links, mobile upload
Share clean reports, collaborate with carriers or PEOs, and track every submission - keeping your team.
Automatically parse, clean, and standardize data from any file type.
Build RFPs, manage submissions, and generate proposals—all in one platform.
Generate custom proposals and detailed financial models in minutes, built on verified data and available to share at a click.
Build RFPs, manage submissions, and generate proposals—all in one platform.
Simplify your PEO quoting with a streamlined process that moves from client intake to clean data and fast proposal delivery
From intake to proposal, every tool is designed to eliminate manual work, reduce errors, and accelerate your PEO sales cycle.
Easily spot vendor-level budget gaps with auto- synced actuals from every source.
AI automatically parses, reconciles, and formats messy RFP data from any source.
Easily spot vendor-level budget gaps with auto- synced actuals from every source.
AI automatically parses, reconciles, and formats messy RFP data from any source.
AI automatically parses, reconciles, and formats messy RFP data from any source.