Quotamation

08/31/2026

Imagine if starting a quote took one sentence instead of fifteen minutes.

That’s not a pitch. That’s just what Quotamation does now.

We connected directly to Claude, so creating a prospect, running a quote, or turning a dec page into a finished intake is as simple as asking for it.

No clicking. No re-typing. No busywork standing between you and the next client.

This is the part where we’re supposed to say “the future is here.” Except it’s not the future anymore. It’s just Monday.

Swipe through → and if you want to see it on your own data, reach out or visit Quotamation.com.

08/28/2026

Everyone, meet the newest addition to the Quotamation team. 👋

No desk. No coffee breaks. Never late to standup. Just really, really good at answering questions about your book of business.

Say hello to our new AI connector — live now with Claude, Claude Code, or basically any AI app you’re already using.

Onboarding was fast: it only touches your agency’s own data, and it won’t run up carrier fees without asking first. Possibly the easiest hire we’ve ever made.

Want an intro? Drop a comment or visit Quotamation.com. 👇

08/26/2026

Workspace Wednesday 🌎 💻

Today, we’re taking a trip to San José, Costa Rica to spotlight Andres Castillo, a developer helping build and improve Quotamation every day.

☕ Coffee or Tea?
Coffee.

💻 Can’t-work-without-it tool:
The Logitech MX Master 3.

⭐ Favorite Quotamation feature:
The MCP Connector with Claude.

🎵 Current work playlist:
John Mark McMillan Radio.

We’re grateful for talented people like Andres who help bring new ideas and improvements to Quotamation every day. Special thanks to Revolt Digital for being a great partner and extension of our team. 🚀

08/24/2026

AI won't replace insurance professionals. But insurance professionals using AI may replace those who don't.

The biggest opportunity isn't replacing people. It's eliminating repetitive work, accelerating quoting and underwriting, and freeing up insurance professionals to focus on serving clients.

This recent McKinsey article offers an interesting perspective on how AI is reshaping the insurance industry:

https://www.mckinsey.com/industries/financial-services/our-insights/the-future-of-ai-in-the-insurance-industry

What role do you think AI will play in insurance over the next 5 years?

The use AI for the insurance industry has been a gamechanger. We look at what’s next for the future of insurers when it comes to artificial intelligence.

08/21/2026

Built from real agent feedback. Kinda chic if you ask us. 💁‍♀️

08/19/2026

Workspace Wednesday 🌎💻

Today, we're taking a trip to San Salvador, El Salvador to spotlight Rocio Martinez, a valued member of our Support team!

☕ Coffee or Matcha?
Coffee, always.

💻 Can't-work-without-it tool:
Slack and Notion to stay connected with our remote team and keep everything organized.

⭐ Favorite Quotamation feature:
The Forms feature because it helps make life easier for our clients.

🎵 Current work playlist:
Laufey is on repeat this week, though the playlist is always changing.

As a remote team, we're fortunate to work with talented people around the world who help support our customers every day. Thanks for all you do, Rocio! 🚀

08/17/2026

🚀 Integration Spotlight: AgencyZoom

One of the things we appreciate most about AgencyZoom is their focus on helping agencies grow.

From lead management and sales automation to customer retention and reporting, AgencyZoom has built a platform designed to help agencies streamline operations and create better experiences for their clients.

At Quotamation, we’re proud to partner with companies that are committed to helping agencies work smarter and grow more efficiently. That’s what makes AgencyZoom such a great fit. Through our integration, agencies can reduce duplicate data entry, keep information flowing between systems, and move from prospect to quote with greater ease.

Thank you to the entire AgencyZoom team for being a valued partner and for the work you do to help agencies succeed every day.

08/14/2026

New week, new us — Day 2 ✨

We gave Quotamation a fresh coat of paint. The sidebar is cleaner and easier to navigate, and your Quotes page now shows exactly what you’re writing — Quotes Run and Quote Mix, right where you work.

A better way to work, powered by the same fast quoting engine you already trust.

Visit quotamation.com to see what’s new.

08/12/2026

Workspace Wednesday 🌎💻

This week, we're featuring Sam Church, Lead Engineer at Quotamation, working remotely from Seattle, WA.

☕ Coffee or Tea?
Coffee, coffee, caffeine, coffee.

💻 Can't-work-without-it tool:
Unix + Git + an LLM budget.

⭐ Favorite Quotamation feature:
Multi-Layer Carrier Credential Encryption.

🎵 Current work playlist:
No fixed playlist, but lately it's been a mix of Dreamville, TOOL, and Jungle. Still waiting on a new Frank Ocean album.

We're lucky to have talented people like Sam helping build and improve Quotamation every day. 🚀

08/10/2026

New week, new us 🚀
Last week we rolled out a wave of updates across Quotamation. This week, we’re breaking each one down — starting with our favorite: Intake.

Instead of manually digging up client info, just enter the basics and drop a dec page, ID card, or voice memo. Our AI does the rest — auto-filling your quote so you can spend less time searching and more time closing.

Look for the icons as you go:
⚡ = prefilled automatically
📄 = pulled straight from your uploaded documents

Less manual work. More quotes. That’s the new us.
Visit quotamation.com to see it in action.