HEDGE QUOTE

​Unlock New Revenue From Your Existing Book, without Hiring or Training​.

We use AI driven insights to deliver pre-built cross-sale opportunities
​directly into your CRM, so you never miss a sale!
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Created in Silicon Prairie for Independent Insurance Agents. 

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​Unlock Hidden Revenue: Transform your existing policyholder data into a powerful sales engine.

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​​Seamless Integration: No complex APIs or disruptive changes to your current systems.

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Automated Sales Power: Build a virtual sales team that works 24/7.

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Maximize Customer Value: Identify and capitalize on cross-selling and upselling opportunities.
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Cross-selling and category-penetration techniques can result in a 20% increase in sales and a 30% increase in profits." - Ringy.com

Our Process - The Hedge Quote

  • Step 1: Securely exchange AMS reports.
  • Step 2: Our team analyzes and generates soft quotes based on the lines of business you select.
  • Step 3: We deliver a structured file that seamlessly integrates into your CRM.
  • Step 4: Your agents use these insights to cross-sell when the time is right.
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Our Services - Maximize Lifetime Value per Household

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  • Fractional Cross-Sale Team
  • ​Covers: Pet, Auto & Home Warranties, Umbrella, Flood​
    • Optional: Life, 401K Rollovers
    • Optional: Personal and Business Cyber

Free Programs for Existing Agents:

  • Free Technology Support Audit
    • Non-biased review of an agency’s tech ROI
    • Provides value without pushing specific solutions
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​Our NorthStar is better protection. 

Hedge Quote exists to redefine how insurance agencies serve their clients. Our North Star is to facilitate the delivery of deeper, more tailored risk management solutions, expanding beyond standard policies.

Drawing on years of experience within the insurance sector, I recognized the untapped potential for agencies to offer specialized products and strengthen client relationships. ~Pat West

We're committed to providing the tools and insights needed to unlock these opportunities and drive significant revenue growth. Our unique approach leverages a fractional, specialized team that seamlessly integrates with your existing operations. This allows you to access expert knowledge and resources without the overhead of full-time hires.

​By focusing on customized risk solutions, we empower agencies to dramatically increase the lifetime value per household, building stronger, more profitable client relationships. We don't just sell policies; we build lasting value.
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Nationwide reach. Available in all 50 states. Powered by an IMO structure built for modern cross-sales.

​Built Like an IMO, Focused Like a Sales Team
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As a full suite Insurance Marketing Organization (IMO), Hedge Quote offers more than technology—we bring deep product partnerships, proven quoting systems, and access to a nationwide suite of non-compulsory product vendors. Our structure allows us to serve as your agency’s behind-the-scenes growth engine, without interfering with your client relationships or branding.

*Not all products are available in every state and not all products require an insurance license to solicit. 
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​The Seed of an Idea: Bringing the Harvest Team to Insurance

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"Growing up, I watched farmers work tirelessly, mastering their craft, yet facing a recurring challenge: the harvest".

It wasn't just about planting; it was about maximizing the yield at the right moment. That’s where custom harvest teams came in – specialized crews, equipped with the right tools, arriving just in time to gather the fruits of their labor. Once the harvest was complete, they moved on, leaving the farmer with a bountiful crop and without the burden of year-round overhead.

This simple, powerful concept sparked an idea: why couldn't insurance agencies benefit from a similar approach?

"I saw agencies excel at building client relationships, but often miss the opportunities to truly maximize their value. They were missing their 'harvest".

That's why I created Hedge Quote. We're your specialized 'harvest team' for cross-selling insurance. Just like those teams travel from farm to farm, we travel into your policyholder data, uncovering hidden needs and delivering customized risk solutions. We bring the expertise, the tools, and the insights precisely when you need them, helping you gather the full potential of your existing client base – without the ongoing cost of a full-time, specialized division.
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At Hedge Quote, we believe every agency deserves a bountiful harvest. Let us help you reap the rewards of deeper client relationships and increased revenue.

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​Tired of Recruiting Instead of Selling? Break Free from Primerica's Saturation and Build a Real Insurance Business

Are you a Primerica agent feeling the frustration of endless recruiting with minimal sales? You're not alone. The recent Coverager report on Primerica's Q4 2024 results reveals a stark reality: many agents struggle to sell even a few policies annually. In fact, a significant portion sell none at all.
Let's face it: the insurance market is evolving, and the traditional Primerica model is showing its age. With years of public presumptions and market saturation, it's becoming increasingly difficult to break through the noise and build a thriving business. You're spending more time recruiting than actually selling insurance – the very reason you joined this industry.
The Reality Check:
  • Low Sales Volume: The Coverager report underscores the fact that a large number of Primerica agents sell fewer than 3 policies per year, with many selling zero. This translates to minimal income and a constant struggle to stay afloat.
  • Recruiting Over Sales: The focus on recruiting, rather than selling, has become the primary activity for many Primerica agents. This creates a cycle of dependency, not a sustainable business.
  • Market Saturation: Primerica's long-standing presence means the market is heavily saturated. Potential clients are already familiar with the brand, and breaking through existing perceptions is a challenge.
Imagine a Different Path:
What if you could join a company that values sales over recruitment? What if you could offer products that your network genuinely wants and needs, instead of pushing outdated solutions? What if you could be part of something new, something fresh, where your contributions are truly valued?
Here's Your Opportunity:
We understand the challenges you face at Primerica. We offer a refreshing approach to insurance sales, focusing on:
  • High-Demand Products: Our portfolio includes modern, relevant insurance and financial products that resonate with today's consumers. Say goodbye to pushing products no one wants.
  • Sales-Driven Culture: We prioritize sales success, providing you with the tools, training, and support you need to build a profitable business.
  • Early Adoption Advantage: Join us at the beginning of something special. Be a pioneer in a company that's poised for rapid growth. Unlike Primerica, where you're competing in a saturated market, you'll have the advantage of building your business from the ground up.
  • Real Business Growth: We empower you to build a sustainable insurance business, not just a recruiting network.
Why Choose Us?
  • Opportunity to be a part of something new.
  • Products that your networks actually want.
  • Focus on sales, not just recruiting.
  • Higher earning potential.
  • Personalized support and mentorship.
Ready to Break Free?
If you're a driven Primerica agent ready to leave behind the frustrations of low sales and endless recruiting, we invite you to connect with us. Let's discuss how we can grow together and build a thriving insurance business that you can be proud of.
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Don't let another year slip away. Take control of your career and join a company where your sales skills are valued and rewarded.
Contact us today to learn more and take the first step towards a brighter future.
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