proquote.io

What It Is

ProQuote is a digital quote-form tool for P&C insurance agents, independent advisors, and sales teams. It gives agents a branded online quote form, allowing prospects to submit the information needed for a quote from their phone in about 2–3 minutes. The agent then receives the customer details instantly by email.

Key Features and Integrations

The product is built around one core use case: collecting insurance quote information quickly. It offers two basic form types: a short form focused on higher completion rates, and a full form for gathering more detailed quote information. Users can add custom questions and edit the email customers receive after completing the form. For integrations, the site mentions connections with Salesforce, Pipedrive, Google Sheets, Zapier, and other tools, as well as API connectivity with popular insurance carriers for instant quotes. It also uses APIs such as Google, realtor.com, and places to help retrieve supporting information. However, the public materials do not disclose API documentation, webhook support, authentication methods, or rate/usage limits.

Pricing and Team Capabilities

Pricing is straightforward: Individual is $25/month for 1 user; Team is $20/month, with additional users at $10/month; Marketing Campaigns is $25/month, with additional source links at $5/month. All three plans mention custom questions and API connecting, and include a 7-day free trial. The Team plan supports multiple users and multiple links, while the Marketing Campaigns plan is aimed at 1-user, multi-link, source-tracking scenarios. That said, there is no clear evidence of more advanced team governance features such as role-based permissions, approval workflows, or tiered member management.

Pros and Cons

Its strengths are a clearly defined vertical use case, a short onboarding path, mobile-friendly form completion, and the ability to deliver lead information into an agent’s existing workflow via email or third-party tools. For small insurance agencies, it is more closely aligned with quoting workflows than a general-purpose form builder. The main weaknesses are limited disclosure around security and compliance, beyond general claims of being “secure.” Its API and carrier-connection capabilities are also described only at a high level, so buyers should confirm support for target carriers, CRM field mapping, and data retention policies before purchasing.

Who It’s For and Access from China

ProQuote is best suited to overseas insurance agents, P&C sales teams, and organizations that need to collect quote information through SMS or marketing links. Its accessibility from China is unknown, and payment methods are not disclosed. Teams in China should test network accessibility, email deliverability, and overseas SaaS payment before adopting it. If you only need forms and lead capture, alternatives include Typeform, Jotform, and Formstack; domestic Chinese alternatives include 金数据, 问卷星, and 简道云.