Branded trucking quote sheets in 30 seconds.
Stop retyping carrier quotes. Upload a Cover Whale or Progressive PDF and get a client-ready quote sheet with your logo.
Give your agents their afternoons back
Every quote sheet typed by hand is time an agent isn't selling.
to retype a carrier quote into a quote sheet by hand
to upload the PDF and download a finished, branded sheet
saved every day by an agent who sends 10 quotes
Typical times. Yours will depend on the size of the quote.
From carrier PDF to client-ready quote sheet
No retyping coverages, VINs or driver lists. The app reads the quote for you.
Upload the quote
Drop in the PDF from Cover Whale or Progressive, exactly as the carrier sent it.
Check the details
Coverages, premium, vehicles, trailers and drivers are filled in. Adjust anything you like.
Download and send
Get a clean PDF with your logo, license number and signer, ready for the client.
The whole quote on one clean page
Shown here for a sample agency. Yours carries your own name, logo and licenses.
Quote sheet
Ready to send the moment it downloads.
Read straight from the carrier PDF
Nothing to copy over. Check it, adjust anything you like, and send.
- Coverages and limits
- Premium and deductibles
- Vehicles, VINs and trailers
- Drivers
- Radius of operation
- Filings
Set up your agency once
Add your details on day one. Every quote sheet after that comes out branded and correct.
- Logo and brand color
- License numbers by state
- Signers and signatures
Built inside a working trucking insurance agency, where agents use it on every quote they send.
We made Quote Sheet Studio for our own sales team before offering it to other agencies.
Simple pricing for your whole team
Every plan includes unlimited quote sheets, all supported carriers and new carriers as they are added.
Starter
- Up to 3 users
- Unlimited quote sheets
- Your logo, licenses and signers
- Email support
Pro Most agencies
- Up to 10 users
- Everything in Starter
- We set up your agency for you
14 days free, then billed by plan. Cancel anytime from your account before the trial ends and you pay nothing. After that, every payment has a 14-day money-back guarantee.
Questions agencies ask
Which carriers does it read?
Cover Whale (including endorsements) and Progressive today. More carriers are being added, and every plan gets them as they go live. You can also re-open a quote sheet you made earlier.
Do I need to install anything?
No. It runs in your web browser on any computer. Sign in, upload a quote and download the quote sheet.
How long does setup take?
About 10 minutes. Add your agency details, logo, state licenses and signers once. On the Pro plan we do it for you.
What happens after the free trial?
Your plan starts automatically on day 15. If you cancel before then, you are not charged. You can cancel anytime after that too.
Is my clients' information safe?
Quotes are read over an encrypted connection and are not kept after the quote sheet is made. Each agency only ever sees its own team and settings.
Can my whole team use it?
Yes. Each agent gets their own login. Your admin adds or removes agents and resets passwords without contacting us.