Overview
Quotamation is an insurance technology platform that streamlines the quoting process for personal lines insurance agents. The platform enables agents to input minimal client data — such as name, date of birth, and address — and retrieve quotes from over 100 national and regional carriers within 60 seconds. Agents can then generate proposals within the same white-labeled platform.
Founded in 2023 by Cyrus Jaffery and Ahmad Jaffery, Quotamation was born from their experience running CJ Insurance Group, one of the fastest-growing personal lines insurance brokerages in the country. Seeing that agents spent four to six hours manually quoting across 20 or more carriers, they built Quotamation to automate and accelerate this workflow.
Beyond insurance agencies, Quotamation partners with banks, credit unions, real estate firms, and mortgage brokers to offer embedded quoting capabilities. The platform integrates with existing CRM and agency management systems to eliminate double data entry and securely store client information.
Products & Services
Rater (Comparative Quoting)
A comparative rating engine that connects to over 100 national and regional carriers through a single platform.
Key Features
- Instant data lookup from name, date of birth, and address
- Automated home info, household driver, and vehicle detail retrieval
- Embedded quoting widget for agency websites
- 100+ carrier connections for home and auto quotes
- Proposal generation within the platform
Target Users: Personal lines insurance agents and agencies
Goals (Performance Tracking)
A goal-tracking and analytics module for insurance agencies.
Key Features
- Customizable dashboards for real-time performance tracking
- Metrics for premium, policies written, and new household quotes
- Individual producer and agency-wide objective tracking
- Team alignment and accountability tools
Target Users: Agency owners, managers, and producers
Prospects (Lead Management)
A prospect management system built specifically for insurance agencies.
Key Features
- Intuitive sales pipeline management
- Lead tracking through every stage of the sales cycle
- One-click conversion from prospect to quote
- Centralized view of all prospect activities across the team
Target Users: Insurance agents and agency sales teams
At a Glance
- Founded
- 2023
- Headquarters
- Omaha, Nebraska, USA
- Employees
- 1-10
- Funding
- Seed
Category & Focus
- Category
- Distribution & Sales
- Subcategories
- Comparative raters quote-to-bind embedded insurance
- Insurance Verticals
- P&C Personal
- Target Customers
- Agents/Agencies, Brokers
Customers
- CJ Insurance Group (parent company)
- Jaffery Insurance
- Aksarben Insurance
Links
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Last updated: 2026-03-25