Capture, track and follow up on quote requests from WhatsApp or web — without manual work or spreadsheet juggling.
Advisors collect customer details in different formats, forward them manually and track status informally. This creates delays, missed follow-ups and poor visibility for both advisors and back-office teams.
Incomplete customer details delay quote preparation
Ticket status is hard to track as requests pile up
Back-office teams lack one clean working tracker
Advisors waste time chasing updates instead of selling
Every inquiry becomes a tracked ticket — nothing slips through WhatsApp chats.
Without forcing advisors into a new app or changing how customers reach you.
Back office gets a single source of truth for all quote requests and their status.
Advisors spend more time selling — status is always one message away.
Works for individual advisors today and supports larger teams as you grow.
+ GST · Annual billing available (2 months free) · 10-day free trial on all plans
| Plan | ||||
| New quote intake (WhatsApp / Web) | ✅ | ✅ | ✅ | Custom |
| AI captures missing fields automatically | ✅ | ✅ | ✅ | Custom |
| Unique ticket reference number | ✅ | ✅ | ✅ | Custom |
| Ticket status check by message | ✅ | ✅ | ✅ | Custom |
| Real-time Google Sheets tracker | ✅ | ✅ | ✅ | Custom |
| Isolated storage per account | ✅ | ✅ | ✅ | Dedicated |
| WhatsApp number | Platform | Platform | Platform / Own | Client number |
| Advisor users | 1 | 1 | Up to 10 | Custom |
| Message / trial limit | 100 msgs | Unlimited | Unlimited | Custom |
| Setup support | Self-serve | Basic | Basic | Assisted |
Individual insurance advisors and small teams receiving regular quote requests via WhatsApp or walk-ins.
Back-office teams handling quote preparation for multiple advisors who need one clean shared tracker.
Large enterprise CRM environments with established quote-management workflows already in place.
Priya handles 20+ quote requests a week across individual WhatsApp chats. Details get lost, follow-ups forgotten. With QuoteDesk, every client message creates a ticket — she checks one tracker, not twenty chats.
Rajan's team of 5 advisors each keep personal notes. The back office has no real-time view of what's pending. QuoteDesk gives everyone a shared, structured tracker — updated the moment a request comes in.
A customer asks "where is my quote?" — instead of an advisor digging through chats, the client sends their ticket number and gets an instant status reply. No call needed. No delay.
"We're in early access — be among our first reviewers. Try QuoteDesk free for 10 days and share your experience."
Yes. The system accepts natural input and asks only for missing details — advisors don't need to follow a strict form.
Yes. Advisors or customers send their ticket number and receive the latest status instantly — no need to call anyone.
Trial and Solo Advisor users use the platform's shared number. Small Team plans can configure their own WhatsApp Business number as an option.
No. Storage is isolated per account — each advisor's data stays separate to prevent any leakage between users.
Yes. Individual advisors start on the shared platform and larger teams can move to a dedicated setup with their own number, storage, and custom configuration.
Start your free trial — see how QuoteDesk turns chat messages into structured, trackable tickets.