Quoting & Your Rater
One-click lead handoff into the rater you already use — and early access to instant quotes from your own intake.
OfficeHubb doesn't replace your comparative rater — it feeds it. Your rater stays where it is; OfficeHubb makes sure your team never retypes what a prospect already told you.
Live today: one-click into your rater
Tell OfficeHubb which rater and AMS your agency uses (during onboarding, or anytime in Settings). From then on, every lead card has a Quote button: one click copies the prospect's details and opens your rater, ready to work. Multiple raters? You'll get a "Quote in…" choice.
It's a small thing that removes the most annoying step in the shop: re-keying.
Early access: instant quotes from your own intake
We're rolling out the next step — Instant Quotes — to early-access agencies now.
Here's the idea: a prospect finishes the Get-a-Quote flow on your landing page, and OfficeHubb builds a complete risk profile from their answers (enriched with property data), pushes it into your agency's rater, and brings the top results back — under your agency's name, from your carrier appointments.
You stay in control of how quotes reach the prospect:
- Instant — they watch their top options arrive on the spot.
- Follow-up — they get a private link once the quotes are ready.
- Agent review — nothing is shown until one of your people has looked at it.
The producer's side is just as important: the pipeline card carries the quote results and a "Finish in your rater" handoff that opens a prefilled session — the lead arrives quoted instead of raw.
What it works with
The integration is built around the rater you already have — how much of the flow runs automatically depends on what your rater supports, from lead-push (you finish the quote) to full quotes-back. We're starting with popular personal-lines raters and expanding based on what early-access agencies run.
Using OfficeHubb and want in? Tell us which rater you use — that's genuinely the most useful thing you can do to move your setup up the list. Reach out through support chat or the contact page.
The fine print, honestly
- Quotes are estimates generated by your rater from your appointments — final pricing always comes from carrier underwriting.
- OfficeHubb presents options factually and lets humans do the advising. That's by design.
- If your agency hasn't connected a rater, your landing page simply doesn't promise instant quotes — no bait, ever.