WoxomQuote — Insurance Quoting Tool

Structured intake, faster quotes, cleaner presentation.

Enterprise Quoting Workspace

A cleaner quoting and enrollment experience for agents, brokers, and agencies.

Capture client intake once, compare multiple carriers side by side, and package recommendations into professional presentations that are ready to share.

7+ Carrier and marketplace sources

1 Workspace for quote, save, and send

Fast Built for repeatable agent workflows

Client Intake

Structured data capture for household, health history, subsidy and other inputs for real-time qualified plan recommendations.

Plan Evaluation

Compare and combine carrier options with sortable cards, live filters, and product recommendations.

Client Delivery

Move from plan selection to email, PDF, and saved quote workflows without leaving the workspace.

Client Intake

Build a quote

Workspace v2

Use a single intake flow to generate quotes and prepare client-ready recommendations.

Policy setup

ZIP Code *

Effective Date

Primary insured

Client Name

Client Email

Client Phone

Date of Birth *

Gender *

Tobacco Use *

Income (for subsidy calculation)

Annual Household Income Used to calculate APTC subsidies for ACA Marketplace plans

Coverage Type *

Active client case

Quote workspace

Showing 0 plans Live plan results with sorting, filtering, and selection synced in one workspace.

Selection workflow

Choose plans to prepare client email previews, export proposals, and save quote records for follow-up.

Build a quote

Spouse Information

Children Information

Recommended Bundles

My Quotes

Build a quote

Spouse Information

Children Information

Recommended Bundles

Email Preview

Side-by-Side Plan Comparison

Customize Agent Branding

Health Needs Assessment

My Quotes