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Quoting

Personal Lines Rater

v1.0.0 · Updated September 2026
Quote personal auto and homeowners through your agency's own Quotamation panel, and hand the client a branded side-by-side comparison.
CH
CJ Hutsenpiller
Independent agency owner, Hutsenpiller Insurance (TN)

What it does

Give it a household (from a dec page, your AMS or CRM, or just the conversation) and it builds the quote, checks it against Quotamation's own live catalog before anything is submitted, then rates it across your Quotamation carrier panel. What comes back is a branded comparison you can hand to the client: carriers ranked cheapest first for auto, for home, and for the bundle, with a button on each row that opens that quote in the carrier's own portal so you can review and bind.

It rates through your agency's own Quotamation account and carrier appointments, not a shared panel, so it only ever quotes what you're actually appointed to write.

Covers personal auto and homeowners (HO3). Quotamation has no renters or condo product, so this skill doesn't quote those; it will tell you plainly rather than force a renters risk through as homeowners.

What's included

What you bring

Your own Quotamation API client (minted in the Quotamation app under Settings → API Clients) and your carrier appointments there. Works best alongside the property-data skill and whichever of momentum-ams, agencyzoom-api or hawksoft-api you use for your AMS/CRM; most agencies subscribing to this one already have both. Neither is required; without them it just asks you for more of the household's details directly.

Pairs with Property Data. Property data fills in year built, square footage, construction, roof and the rest of the dwelling detail Quotamation's home intake needs, cross-checked against county records, so the rater asks the client for less. See Property Data Lookup →

Complete on download — updates included

Every skill you download is complete and self-contained: no license checks, nothing fetched at runtime. Improvements and new versions land on the Member Downloads page, included with your subscription — re-downloading takes one click.

Pricing

$229/mo — all access for your whole agency: this skill, the entire library, every update, and every new skill we add. Cancel anytime.

Subscribe — $229/mo