Insurance Quotes Cloud helps Canadian insurance advisors prepare quotations, review individual insurer benefits, organize selected options and communicate them to clients. Start with a private quoting dashboard or explore a client-facing solution for your own website.
Private professional quote access from $9.99 CAD/month · Applicable taxes extra
Insurance advisors work with clients who want to understand coverage options, prices and the differences that matter to their travel or medical insurance needs. When quotation information is spread across multiple company websites, preparing a useful client response can take more time than it should.
Insurance Quotes Cloud brings supported quotations into a professional workflow. Rather than requiring every advisor to invest in a new website, we offer private dashboard access for day-to-day quoting. For advisors who want to offer an integrated experience online, we also provide website subscription options.
Our approach is practical: help advisors select insurance company quotations, refer to individual benefit summaries and prepare a client message. Insurers still determine their own terms, eligibility, coverage and prices, and advisors remain responsible for reviewing applicable wording and suitability.
PFA, CHS · CEO, Insurance Quotes Cloud
Pankaj Bhatia brings a financial advisor's perspective to Insurance Quotes Cloud. The platform's focus is on tools that make preparing quotations and explaining options easier within real advisor-client workflows.
Based in Mississauga, Ontario, the company serves Canadian advisors looking for a quoting system they can use privately or integrate into an insurance website.
Insurance Quotes Cloud is led by Pankaj Bhatia, PFA, CHS. His background in Canadian financial services helps keep the platform focused on the needs of advisors handling real insurance enquiries—not just the technical side of building web pages.
That advisor-first perspective influences the product: a clear quote journey, access to insurer-specific benefits information, the option to build a basket of quotations and prepared text that can be shared through the advisor's usual communication tools.
It also shapes our subscription choices. An advisor who needs only a private quote workspace should be able to choose that. Another practice that wants its own branded online insurance presence should have a separate path to website integration or development.
The private quoting system has a straightforward workflow that advisors can learn and use without adding a website of their own.
Enter the applicable travel, coverage and applicant details to retrieve available insurance company quotations.
Review an insurer's own benefit summary for a selected plan. Private access does not provide side-by-side benefit comparisons.
Choose the quotations you want to present and collect them in the built-in quote basket.
Prepare an email or text message from the basket, then copy and paste it into your preferred application.
The private system prepares messages; it does not automatically send them or generate website-only client sharing links.
Whether you want private software access or a client-facing website experience, there is a clear starting point.
Four monthly subscription levels let advisors select a quote-code capacity appropriate for their needs: 100, 250, 500 or 1,000 codes per month.
Recurring monthly subscription. Taxes extra. Quote-code counting rules are confirmed during onboarding.
Add supported insurance quoting capabilities to an existing website. Website Plus offers additional client-sharing and quote management functionality, where configured.
Website Lite $75.99/month; Website Plus $100.99/month. Website setup and development are separate services.
Clear roles help you choose the right subscription and present insurance information responsibly.
Take a quick look at the real quoting journey, including quotation selection, company benefit summaries, the basket and built-in message composers.
Compare monthly plans →Recorded product demonstration. Availability of website sharing and other advanced features depends on the subscribed plan.
Key facts about the company, subscriptions and the difference between private access and website integration.
Insurance Quotes Cloud is a subscription-based insurance quoting software platform for Canadian insurance advisors, with optional website integration services. The private dashboard is designed to help advisors prepare supported quotations and communicate selected options to clients.
No. The private access plans work without an advisor website. Monthly pricing starts at $9.99 CAD for 100 quote codes, with higher-volume private access plans available. Applicable taxes are extra.
Private access includes a basket of selected quotations and email/text composers that generate content for you to copy and paste into your own messaging application. Direct automated sending and advanced shareable links are not included in the private access package.
No. Advisors can open each available insurer's individual benefit summary, but the private quotation system does not include side-by-side comparisons of benefits between two plans.
Yes. Website Lite and Website Plus are available as monthly software subscriptions. Website Lite excludes online purchase and client quote-link sharing; Website Plus includes eligible additional sharing and management tools where supported and configured.
Website development can be discussed and quoted separately. The monthly Website Lite and Website Plus prices are for software integration subscriptions; they do not include the cost of building a brand-new site.
The company is led by Pankaj Bhatia, PFA, CHS, and is based in Mississauga, Ontario. Contact the team to discuss professional quoting access or an insurance website project.
Start with the right monthly quoting plan, explore an integration for your current website or discuss a separately quoted new advisor website.