Carrier quote.pdf Renewal rates.xlsx Plan options.pdf
1
Upload carrier quotes
Upload up to eight supported PDFs or Excel workbooks. Keep the original documents together in one client case.
Less assembling.More advising.
Turn carrier PDFs and spreadsheets
into editable comparisons.
Review every detail.
Share the comparison.
| Coverage | Current plan | Option A | Option B |
|---|---|---|---|
| Deductible | $2,000 | $3,000 | |
| Out-of-pocket maximum | $6,000 | $5,000 | $7,000 |
| Primary care | $30 | $25 | $35 |
| Monthly premium | $642 | $618 | $584 |
Upload quotes. Review the comparison.
Compare carrier documents in one client case.
Deductible$1,500
Primary care$25
Monthly premium$618
Illustrative extracted values2
Review the extracted details
QuoteMap lines up the coverage and rates. Review the extracted details against the source and edit what needs attention.
Comparison prepared
Export to Excel Share with your client3
Export or share
Export a formatted spreadsheet or invite a client to a shared comparison. Use the comparison to explain the options to your client.
Medical, ancillary,
and P&C comparisons.
Benefits renewals or personal lines. Compare the details that matter to your clients, in a workflow built for the coverage.
BenefitsFor benefits brokers
Compare medical and ancillary coverage, including rates, benefits, and employer contributions.
- Medical
- Deductibles, copays, networks, and rates
- Ancillary
- Nine coverage lines on Medical Plus Ancillary
- Contributions
- Employer and employee costs by tier
Property & CasualtyFor independent agents
Compare premiums, coverage limits, and deductibles across carriers.
- Homeowners
- Property coverage, liability, and deductibles
- Auto
- Limits, vehicle coverage, and premiums
- Umbrella
- Liability limits and underlying requirements
QuoteMap extracts the details.
You review the results.
Check the extracted values against the source documents. Edit the comparison before you export it or share it with your client.
Explore the review toolsReview before you shareExample
Individual deductible$1,500Compare with source
Medical quote.pdf
Individual deductible$1,500
Check each value against the source.
Keep case documents together
Keep carrier documents and analyses together. Return to the renewal with the original files and comparisons available.
Export or share with clients
Download Excel or share a comparison with invited clients. Enterprise adds your agency’s branding to the output.
Medical is only
part of the picture.
Medical Plus Ancillary brings nine additional lines into your benefits workflow, each with the fields that belong to that coverage.
Dental · Vision · Life / AD&D · Voluntary life · Short-term disability · Long-term disability · Critical illness · Accident · Hospital indemnity
| Dental | Option A | Option B |
|---|---|---|
| Annual maximum | $2,000 | $1,500 |
| Preventive care | 100% | 100% |
| Basic services | 80% | 70% |
| Major services | 50% | 50% |
Client information.
Handled with care.
- Private workspace
- Your case documents stay separate from other customers.
- Controlled sharing
- Invite clients by email and revoke their access when needed.
- Protected access
- Multi-factor authentication and encrypted connections.
Room for your
next renewal.
Start with three free runs. No card required.
Then choose the plan that fits your book.
Medical Only
Medical comparisons for benefits brokers.
$100per seat / month
20 runs per seat / month
- Medical quote comparisons
- Editable comparisons and Excel exports
- Secure client sharing
Medical Plus Ancillary
Medical and ancillary coverage in one benefits workspace.
$200per seat / month
100 runs per seat / month
- Medical plus nine ancillary coverage lines
- Editable comparisons and Excel exports
- Secure client sharing
Enterprise
Custom capacity for teams or a single high-volume producer.
Let’s talk.
Capacity tailored to your team
- Tailored run volume and seats
- Agency branding
- Contact Caleb for a custom plan
One run creates one new analysis from up to eight supported documents. Benefits guides are not included in these plans. More about runs
Questions about QuoteMap
Have another question?
Talk to us.
What exactly does QuoteMap do?
You upload supported PDF or .xlsx quote documents from insurance carriers. QuoteMap extracts the coverage details and premiums relevant to your Benefits or P&C module, then builds a side-by-side comparison for you to review, edit, export, and share.
Which carriers and file formats are supported?
Upload up to eight supported carrier PDF or .xlsx quote documents per analysis. Carrier layouts vary, so review and adjust extracted values against the original documents before exporting.
What counts as an analysis run?
One run is one new analysis, with up to eight carrier documents processed into one comparison. Adding a document to that analysis, re-downloading it, or sharing it does not use another run. Benefits plans include 20 or 100 runs per seat per month. P&C plans include 50 or 150. Enterprise capacity is agreed with our sales team.
Can I try it before paying?
Yes. Every account starts with three full analysis runs, free, with no card required. Pick Benefits or P&C at signup.
Is my client data secure?
Your documents are processed over encrypted connections and stored in your private workspace. They are never shared with other customers. Client comparisons open only for invited email addresses, and you can revoke access from QuoteMap. Every license uses one active session and multi-factor authentication.
Should I verify the comparison before using it?
QuoteMap uses automated extraction to assist comparison. Verify every value against the carrier's source documents before relying on or sharing this analysis. QuoteMap does not provide insurance, legal, or financial advice.
Can my whole team use one account?
Yes. Paid QuoteMap workspaces support multiple seats. Contact us to add teammates so everyone works from the same cases, analyses, and run pool.
Can I put my agency's branding on the output?
With Enterprise, you upload your agency logo and every exported spreadsheet and client share page carries your organization-wide branding.
How do plan changes work?
Standard plans are priced per seat per month. Contact us about changing plans, adding seats, or an Enterprise agreement tailored to your volume.