Send one link. Get a complete, quote-ready intake form back in minutes — organized, structured, and ready to quote.
Jane's Insurance
Insurance intake form
What type of insurance do you need?
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Trusted by independent
brokers across the US
The average independent broker spends 3–5 hours per week chasing clients for the same information — back-and-forth texts, repeated calls, incomplete emails.
"What's the VIN on that car?"
You asked three times. Still waiting.
"Can you resend your license number?"
The client sent a photo. You can't read it.
"I'll get you the policy expiry date tomorrow"
That was last Tuesday. Still no quote.
How it works
You → Sarah
iMessage
Hi Sarah, here's your quote form: quotzal.com/f/jane →
Delivered
Step 01
Text, email, or add it to your website. One link, every client, every insurance type.
Personal Information
FULL NAME
Sarah Johnson
DATE OF BIRTH
03/15/1988
DRIVER'S LICENSE #
CA D1234567
Step 02
Smart questions for auto, home, life, motorcycle, boat, RV. VINs decoded automatically. Takes 3 minutes on a phone.
Quotzal
noreply@quotzal.com
New Auto Personal — Sarah Johnson
Just submitted via your Quotzal form
2 drivers · 1 vehicle · Full Coverage
View Full Details →
Step 03
A structured email hits your inbox. Open your dashboard and quote immediately. No follow-up needed.
No credit card required · 30-day free trial
What lands in your inbox
Here's exactly what you receive after a client fills out an auto quote.
Quotzal
noreply@quotzal.com
Just submitted via your Quotzal form
2 drivers · 1 vehicle — 2024 Toyota Camry · Full Coverage
CUSTOMER INFO
DRIVER 1
VEHICLE
CURRENT INSURANCE
VIN decoded automatically
Year, Make, Model, and Trim filled in before you open the email.
Every driver captured
Names, license numbers, states, relationships, and SR-22 flags.
Violations logged precisely
Type, exact date, and description — not just 'had a ticket once.'
Current insurance documented
Carrier, limits, and exact policy expiry date — ready to compare.
All 8 insurance types
Auto, home, life, motorcycle, boat, RV — one tool for everything.
Searchable dashboard
Every submission stored, searchable, filterable, and exportable as CSV.
What brokers say after their first week
“I sent my first Quotzal link on a Monday. By Friday I had three complete auto quotes ready — no follow-up calls, no chasing. That's never happened before.”
Marcus T.
Independent Auto Broker, Texas
“The VIN decode alone saves me 10 minutes per quote. My clients fill out the form in 3 minutes and I get everything I need.”
Sandra R.
P&C Broker, Florida
“I was skeptical it would capture everything. Then I got my first submission with drivers, violations, and current policy details all organized. Sold.”
David K.
Life & Auto Broker, California
Pricing
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