A better interview means a better quote.
Our Quoting Center makes quoting easier and faster with custom interfaces for personal and commercial intake and integration with today's popular third party applications. Now available in beta, and still being refined based on real agency use.
From interview to quote, without the friction.
Structured forms guide producers through personal and commercial interviews. Third-party data sources prefill the form on demand. Integration with Gaya makes quoting fast and painless. Combined with our Closed-loop Lost Prospect Management process, our Quoting Center speeds up new business quoting and multiplies the ROI of going after previous lost business.
Renewal Quoting Center
Renewal quoting is next. Every client's relevant policy and non-policy data, together in a single pane of glass, so renewal quotes move as fast as new business does today.
Pre-built personal and commercial intake forms
Ready-to-use interview forms for personal lines and commercial lines. Producers follow a structured, line-specific question flow so every field needed to quote is captured in order, without backtracking or missing coverage details.
Build your own forms using AI
Agencies are not limited to pre-built forms. Using AMS Canvas, clients can design their own intake interface with any AI tool, then have it converted into a fully integrated workspace. Your process, your questions, your layout.
Integrated quoting through Gaya
Intake forms connect directly to Gaya so the interview feeds the quoting engine without a separate data entry step. The producer collects the information once and the quote follows from it automatically.
Prefill from existing coverage data
Producers can pull Canopy Connect data on demand during the interview. Current coverage details, vehicle information, and household data populate the intake form automatically, reducing time spent asking questions the client has already answered elsewhere.
Enriched prospect data on demand
Fenris data is available for on-demand import during the interview. Producers pull enriched prospect information directly into the intake form, giving them a more complete picture before the first quote is run and reducing manual entry throughout the conversation.
Every field saved, even if the prospect is not
All information collected during the interview and intake process is stored in AMS Canvas and remains available in HubSpot. If a prospect does not convert today, their full interview is waiting when they come back, or when you re-approach them at renewal.
The Quoting Center gives you more power to go after lost business and retain high value clients.
Every piece of information collected in the Quoting Center is saved and available for future conversations. That changes how agencies approach both lost prospects and renewal clients. You arrive at the conversation already prepared, and for high-value accounts, you can arrive with a quote already in hand.
Lost prospect re-quoting.
When a prospect does not buy, their complete interview is saved in AMS Canvas. When you re-approach them through the Closed-loop Lost Prospect Management process, everything is already there. Their vehicles, their home, their coverage history, their household. You do not start the interview over. You pick up where you left off.
For high-value prospects, a quick outreach gets their approval to quote. Once approved, the producer goes straight to the quote with all the information already in hand. The prospect experiences a faster, more professional conversation. Your close rate improves because you are better prepared than the competitor who is still asking for their VIN on the phone.
Client renewal quoting. Coming Soon
At renewal, the client's coverage data is already in the system from the last interview and the download data has been added. The renewal agent walks into the conversation knowing what is on the books, what's changing, and where the coverage gaps are.
For VIP and Gold tier clients, this is a meaningful service differentiator. With their approval secured through a quick outreach, the quote is ready before the renewal conversation takes place. You are not asking questions your system should already know the answers to. You are presenting options. That is a different kind of renewal conversation, and it is one that retains clients at a higher rate.
See the Quoting Center in a working session.
We walk through our personal & commercial producer interviews, show how Canopy Connect and Fenris data prefill the data, and demonstrate how the quote flows through to Gaya.
Book a working session