Quote Desk
Collect quote requests, compare insurer quotes side by side for each client and track win rate by agent. Free to clone.
Quote Desk is a Taskade app kit built from one prompt: 4 projects that remember, 1 AI agent that thinks, and 4 automations that run on their own.
Category: Tools
This Taskade Genesis app includes 4 projects, 1 AI agent, 4 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Coverage Desk Assistant. Its automations include Comparison sent client note, New quote request alert and Monday quoting follow up.
by @taskade
What you can do with Quote Desk
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Quote Desk works
- Comparison sent client note: when comparison is sent, then Record comparison sent time and Find this prospect's quotes.
- New quote request alert: when a quote request arrives, then Email the owner.
- Monday quoting follow up: when Every Monday at 8 AM, then Find stalled prospects and List stalled prospects.
Built with Taskade Genesis
- Category: Tools
- AI agents: Coverage Desk Assistant
- Automations: Comparison sent client note, New quote request alert, Monday quoting follow up
- Workspace: 4 projects, 1 AI agent, 4 automations