# Near Quote Agent — Insurances, Clients & Policies

> Insurance agent tool for license, client, and policy management. (iPhone/iPad app by NEAR QUOTE LLC.)

- Source: https://appshunter.io/ios/app/near-quote-agent/id6471911882 (this page in markdown: same URL + `.md`)
- Developer: [NEAR QUOTE LLC](https://appshunter.io/developer/1716218417)
- Category: Business
- Price: Free with in-app purchases
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 17+
- Requires: iOS 13.0 · 58 MB
- Languages: English
- Released: 2024-07-10
- Data updated: 2026-06-01
- Monetization: free with in-app purchases
- User reviews in markdown: https://appshunter.io/ios/app/near-quote-agent/id6471911882/reviews.md

## What is Near Quote Agent?

Near Quote Agent APP provides a comprehensive insurance management system. Here's a summary of the principal features:
1. Account Creation: Agents can create an account using their phone number, email, or social networks.
2. License Management: Agents can add all their insurance licenses, specifying the state, type of license (215, 220, 440, etc.), line of business (Health, Life, Auto, etc.), license numbers, companies they work with, and languages they can serve their clients in.
3. Client Interaction: The system filters notifications and calls from clients based on the agent's license data. Clients can call the agent directly, and they are automatically added to the agent's client list for future contact. Agents can also add their own clients for easy management.
4. Policy Management: Policies sold to clients can be saved in the application. Agents receive notifications when a policy is about to expire, enabling them to manage renewals effectively.
5. Data Security: All account information is kept securely and is not shared with other agents or companies.

Privacy Policy: https://nearquote.com/privacy-policy/
Eula: https://nearquote.com/eula-agent/

## Key features

- Account creation via phone, email, or social networks
- Detailed license management (state, type, line of business)
- Client filtering and direct calling
- Policy tracking and renewal notifications
- Secure data storage
- Add and manage own clients

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| 2 LOB + 2 States | $9.99 | per month |
| 4 LOB + 4 States | $15.99 | per month |
| 6 LOB + 6 States | $21.99 | per month |
| 1 LOB + 1 State | $5.99 | per month |



## Frequently asked questions about Near Quote Agent

### How do I create an account with Near Quote Agent?

You can create an account using your phone number, email address, or by linking your social network profiles. This allows for flexible and quick registration.

### What kind of insurance licenses can I manage with Near Quote Agent?

You can add all your insurance licenses, specifying the state, license type (e.g., 215, 220, 440), and line of business (e.g., Health, Life, Auto). This provides a comprehensive overview of your professional credentials.

### How does Near Quote Agent help with client interactions?

The system filters notifications and calls based on your license data, allowing clients to contact you directly. Clients are automatically added to your list for easy follow-up and management.

### Does Near Quote Agent offer policy renewal reminders?

Yes, agents receive notifications when a policy is nearing its expiration date. This proactive feature helps in managing renewals effectively and maintaining client relationships.

### Is my data secure with Near Quote Agent?

Yes, all account information is kept securely and is not shared with other agents or companies. The app prioritizes data privacy and security for its users.

### What are the subscription costs for Near Quote Agent?

Subscription plans vary based on the number of Lines of Business (LOB) and states supported. Options range from $5.99/month for 1 LOB + 1 State to $21.99/month for 6 LOB + 6 States.

### What devices are supported by Near Quote Agent?

Near Quote Agent is currently supported on iPhone and iPod devices. Future platform expansions may be considered based on user demand.

### How often is Near Quote Agent updated?

The app was last updated on November 19, 2024, with version 1.0.12. This indicates a commitment to regular maintenance and feature improvements.

## Version history (last 5 releases)

### 1.0.12 — 2024-11-19

Minor bug fixes

### 1.0.9 — 2024-10-08

Minor bug fixes

### 1.0.8 — 2024-08-06

Minor bug fixes

### 1.0.7 — 2024-07-27

Fixed login problems.
Fixed problems on welcome screens

### 1.0 — 2024-07-10

No release notes.

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## More apps by NEAR QUOTE LLC

- [Near Quote Client](https://appshunter.io/ios/app/near-quote-client/id6471911791)

All apps by NEAR QUOTE LLC: https://appshunter.io/developer/1716218417

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-01.*