My Quote Tracker vertical timeline logo
Powering insurance quote transparency

Your quote.
Every step of the way.

My Quote Tracker gives insurance clients a live view of exactly where their quote stands — from the first request to a bound policy. No more guessing. No more waiting to hear back.

Real-time milestone updates
Clear document requests
Direct agent contact
How it works
Always up to date

Your tracker page reflects the latest status of your quote the moment your agent makes an update — no refresh needed, no phone tag.

Know what's needed

Every document or piece of information your agent needs from you is listed clearly, so nothing falls through the cracks and your quote moves faster.

Stay connected

Your assigned agent's contact details are always visible. One tap to call or email — no hunting through old emails to find who you were working with.

What clients see

A timeline built for clarity

Quote Request Received Done
Completed April 9 · Agent assigned
Information Gathering Action needed
3 documents still needed from you
Underwriting Review Upcoming
Est. 1–2 business days
Quote Ready Upcoming
Review and compare your options
Policy Bound Upcoming
Certificate of insurance issued