Long-Term Care Quoting Software That Closes More Policies

CuraQuote is an all-in-one platform for long-term care insurance professionals. It combines an instant multi-carrier quote engine, a lead capture widget you can embed on any website, automatic lead assignment with round-robin distribution, a visual sales pipeline, built-in email with customizable templates and delivery tracking, appointment scheduling with Zoom integration, PDF quote generation, and team management with role-based access. Instead of stitching together a rater, a CRM, an email tool, and a scheduler, your whole long-term care workflow -- from a visitor landing on your website to a signed policy -- lives in one place. Agencies use it to cut quoting time from half an hour of manual spreadsheet work to under a minute, and to make sure no lead falls through the cracks between first contact and close.

CuraQuote Pro is $299 per month and includes 3 advisor licenses, unlimited leads, unlimited quotes, the website lead capture widget, the multi-carrier quote engine, custom email templates, reporting and analytics, and priority support. There is one plan with everything included -- no feature tiers, no per-quote fees, and no hidden costs. You can start with a free trial, and no credit card is required to get started, so your team can generate real quotes and evaluate the full workflow before paying anything.

Yes. Financial planners and advisors increasingly treat long-term care as a core part of retirement planning -- a single extended care event can undo decades of careful saving. CuraQuote lets planners generate accurate long-term care insurance quotes for clients in minutes, compare plan designs and benefit levels, and either work with a licensed LTC specialist or quote directly if they hold the appropriate insurance licenses. The lead capture widget can also be embedded on a planning firm's website to route client inquiries into a managed pipeline, and role-based access means support staff can prepare quotes while advisors keep control of client conversations.

The lead widget is a small script you embed on your own website. It renders a branded quote-request form -- name, contact information, age, state, and spouse details -- and every submission flows directly into your CuraQuote lead pipeline. Leads are assigned to your advisors automatically based on the rules you configure, including round-robin distribution across a team. You can customize the widget's accent color and title to match your site, and tag each placement with its own source label so your reports show exactly which website or campaign each lead came from. Auto-quoting can respond to new leads with preliminary pricing before an advisor even picks up the phone.

Yes. CuraQuote is built with enterprise-grade security: data is encrypted in transit and at rest, access is controlled with role-based permissions so advisors only see the leads assigned to them, and audit trails record changes. The platform runs on SOC 2-audited cloud infrastructure. Client health-related details collected during pre-qualification are additionally encrypted at the field level. You control your team's access, and advisors can be deactivated instantly when staff changes.