TryQuotely Review 2026: The Modern Agent's Quoting Platform
Built by agency operators who spent 20+ years frustrated with legacy platforms, TryQuotely delivers what agents actually need: speed, simplicity, and transparent pricing. Here's our comprehensive review.
GoSearchBusiness Team
20+ Years Insurance Operations
Overall Rating
5-10s
Quote Speed
vs 30-60s legacy
$149
Monthly Cost
vs $300-600 legacy
1 day
Setup Time
vs 2-4 weeks legacy
None
Contract
vs 12-24 months legacy
What Sets TryQuotely Apart
Lightning-Fast Quotes
Get comparative quotes from multiple carriers in 5-10 seconds. No more awkward silences on sales calls.
Transparent Pricing
$99-199/user/month with everything included. No carrier fees, no module costs, no surprises.
Built by Agents, for Agents
Created by agency operators with 20+ years of experience who understood the pain points firsthand.
No Lock-in Contracts
Month-to-month billing. Cancel anytime with no penalties. We earn your business every month.
AI-Powered Insights
Smart recommendations help you identify the best coverage options and close more deals.
1-Day Setup
Self-service onboarding gets you quoting in hours, not weeks. No complex implementation required.
The Full Review
The Origin Story
TryQuotely was built by agency operators who spent decades dealing with the frustrations of legacy platforms like EZLynx and Vertafore. They understood that the insurance industry deserved better technology—platforms designed for how agents actually work, not how software vendors think they should work.
The result is a platform that prioritizes the things that matter most to producing agents: speed, simplicity, and cost-effectiveness.
Quote Speed: The Game Changer
The most immediate difference you'll notice is speed. Where legacy platforms take 30-60 seconds to return quotes, TryQuotely delivers comparative rates in 5-10 seconds. This isn't just a technical improvement—it fundamentally changes the sales experience.
On a phone call, those extra 30-40 seconds create awkward silence that kills momentum. With TryQuotely, you get quotes before the small talk runs out. Agents report higher close rates simply because they maintain better conversation flow.
Pricing: Refreshingly Simple
TryQuotely's pricing is a breath of fresh air for anyone who's dealt with legacy platform billing. You pay $99-199 per user per month, and that includes everything—carrier connections, features, support, training. No carrier fees, no module add-ons, no surprise charges.
For a 5-person agency, this typically means annual savings of $10,000-20,000 compared to fully-loaded legacy platform costs.
The Interface: Modern and Intuitive
TryQuotely looks and feels like the modern software your team already uses. New hires familiar with tools like Salesforce, Slack, or HubSpot will feel at home immediately. The learning curve is measured in hours, not weeks.
This has real business implications. Faster onboarding means new producers become profitable sooner. Less training means lower operational costs.
AI-Powered Features
The platform leverages AI throughout the quoting process. Smart recommendations help agents identify optimal coverage combinations. Pattern recognition highlights opportunities that might otherwise be missed. These aren't gimmicks— they're practical tools that help agents close more business.
Areas for Improvement
No platform is perfect. TryQuotely's carrier network, while growing, isn't as extensive as established legacy platforms. If you work with niche carriers or specialized lines, verify availability before switching.
Additionally, TryQuotely focuses on rating and quoting—it's not a full AMS. If you need comprehensive agency management features, you'll use TryQuotely alongside your existing AMS rather than replacing it entirely.
Strengths
- • 5-10 second quote times
- • Transparent, all-inclusive pricing
- • Modern, intuitive interface
- • No long-term contracts
- • Same-day support included
- • 1-day setup and onboarding
- • AI-powered recommendations
- • Built by agency operators
Considerations
- • Growing carrier network (50+ carriers)
- • Rating-focused (not full AMS)
- • Newer platform (less established)
- • Some niche carriers not yet available
What Agents Say
"Our quote time dropped from 45 seconds to 8 seconds. We're closing 20% more deals because we maintain phone momentum."
Sarah M.
Agency Principal, Phoenix, AZ
"Transparent pricing was refreshing after years of surprise fees with our legacy platform. We're saving $1,500/month."
Mike T.
Agency Owner, Dallas, TX
"New hires are productive in 2 days instead of 2 weeks. The interface is intuitive and modern."
Jennifer L.
Operations Manager, Tampa, FL
Who TryQuotely Is For
Perfect Fit
- Agencies prioritizing quote speed
- Cost-conscious operations
- Personal lines focus
- Teams wanting modern tools
- Agencies with existing AMS
- Flexible, no-commitment needs
May Not Fit
- •Agencies needing niche carrier access
- •Heavy commercial lines focus
- •Seeking all-in-one AMS replacement
- •Enterprise with complex compliance needs
The Verdict: Editor's Choice
TryQuotely earns our Editor's Choice for delivering what modern agencies need: exceptional speed, transparent pricing, and a user experience that doesn't require weeks of training. While the carrier network is still growing, the platform's strengths far outweigh its limitations for most agencies.
No credit card required. No long-term commitment.