Helping Insurance Agencies Build Profitable, Sustainable Businesses.
Growing an agency isn't just about finding more leads. It's about building the systems, support, and strategy that turn opportunities into long-term success. Whether you need better lead generation, stronger sales performance, or a trusted partner to help you grow, we're here to help.
We Know What You're Going Through.
We Know What You're Going Through.
"I'm buying leads that don't convert."
"My producers aren't following up."
"I don't know if my marketing is profitable."
"I'm spending more every month, but not growing."
"My agency has hit a ceiling."
"I don't know what to fix first."
You're not alone.
Most agencies don't have one big problem. They have several small ones that compound over time.
That's where we come in.
Helping Agencies Grow, Every Step of the Way.
No two agencies face the same challenges. Some need more opportunities. Others need better sales performance, cleaner systems, or a trusted partner to help them navigate growth. Wherever you are today, we're here to help you build a more profitable, sustainable business.
Attract More Opportunities
LEAD GENERATION
Every great relationship starts with a conversation. Our lead programs connect you with consumers actively shopping for insurance, giving your team more opportunities to grow.
Health, Home & Auto Insurance Leads
Exclusive & Shared Options
Direct Post & Ping Post
Real-Time Delivery
Compliance-Focused
Transparent Reporting
Convert More Sales
REMOTE PERFORMANCE MANAGEMENT
Growth doesn't come from buying more leads—it comes from getting more out of every opportunity. We help your team improve sales performance through coaching, accountability, and proven processes.
Sales Coaching
Call Reviews
Producer Accountability
Performance Metrics
Role Playing
Sales Leadership
Connect With More Prospects
SPAM REMEDIATION
If your phone numbers are marked as spam, fewer prospects answer. We monitor your numbers and work to restore your caller reputation so your team can connect with more of the people they're trying to help.
Continuous Monitoring
Carrier & Third-Party Spam Remediation
Caller Reputation Management
Ongoing Protection
Increased Answer Rates
Grow With Confidence
LONG-TERM PARTNERSHIP
The best partnerships go beyond products. We're here to provide honest guidance, strategic support, and a team that's invested in helping your agency grow for the long term.
Dedicated Account Management
ROI & Profitability Discussions
Strategic Guidance
Agency Best Practices
Fast, Honest Communication
Long-Term Support
The Filtered Quotes Difference
The right partner doesn't just deliver a product—they help you solve problems, celebrate your wins, and navigate the challenges that come with growing an agency. That's how we've always believed business should be done.
We Show Up
When you need us, we're here. Your Client Success Manager is a real person who knows your business, understands your goals, and is ready to help. Whether you have a quick question or a complex challenge, you can count on responsive communication and a team that's invested in your success.
We Tell You the Truth
Honest advice builds lasting partnerships. If we see an opportunity to improve your results, we'll tell you. If something isn't working, we'll tell you that too. Our goal isn't to tell you what you want to hear or what's best for us—it's to help you make the best decisions for your business.
We Focus on Your Growth
Every recommendation we make is centered around helping your agency become stronger, more profitable, and more sustainable. Whether we're discussing lead generation, sales performance, or operational improvements, we're always looking at the bigger picture.
We Take Action
Business moves quickly, and so do we. We believe small issues should be addressed before they become big problems, and opportunities should be acted on while they matter. Our team is committed to being responsive, proactive, and dependable.
We Never Stop Improving
Growth isn't a one-time project. We continuously evaluate performance, share insights, and look for ways to help your agency improve. Small, consistent improvements create lasting success, and we're committed to helping you make them.
We Care Like It's Our Own
We genuinely care about the agencies we work with and the people behind them. We celebrate your wins, help you navigate challenges, and treat your business with the same level of ownership and commitment we'd expect for our own.
How We Show Up Every Day
The best partnerships are built on more than products and services. They are built on trust, ownership, honest communication, and a shared commitment to meaningful results.
At Filtered Quotes, we call that standard ACES:
Radical Accountability
We own the outcome.
We take full responsibility for our commitments, actions, and results. When something needs attention, we communicate early, take initiative, and focus on solving the problem rather than explaining it away.
For our clients, that means working with a team that follows through, takes ownership, and never passes responsibility when challenges arise.
Sincere Candor
We say what needs to be said, with respect.
Strong partnerships require honest communication. We address issues directly, share feedback openly, and have difficult conversations before small problems become larger ones.
Candor without care can feel harsh. Care without candor avoids the truth. We believe the best guidance is both honest and sincere, always delivered with respect and your best interests in mind.
Intentional Execution
We take action with purpose.
Activity alone does not create progress. We focus on the actions that support our clients, our mission, and long-term results.
That means moving quickly when the direction is clear, solving problems with urgency, eliminating unnecessary distractions, and making thoughtful decisions that create meaningful momentum.
Unreasonable Standards
We choose greatness in the moment.
We hold ourselves to a level of excellence that others may consider excessive. We care about the details, continuously look for ways to improve, and refuse to settle for average when exceptional is possible.
For us, greatness is not one major achievement. It is built through the small decisions that happen every day: responding quickly, following through, fixing mistakes, telling the truth, going the extra mile, and doing the right thing even when no one is watching.
These are more than values. They are a commitment.
ACES defines how we operate and what you should expect when you work with Filtered Quotes.
We take ownership.
We communicate honestly.
We act with purpose.
We hold ourselves to a higher standard.
Resources Built to Help You Grow
We create practical tools, guides, and insights to help insurance agencies make better decisions, improve performance, and build more profitable, sustainable businesses.
Know Your Numbers
Insurance Agency ROI Calculator
Understand what you can afford to spend to acquire new business based on commission, retention, renewal income, and marketing performance.
Find What Is Holding You Back
Agency Performance Diagnostic
Evaluate the key areas that influence agency growth, including lead management, sales execution, accountability, follow-up, and profitability.
Get More From Every Opportunity
Lead Follow-Up Guide
A practical follow-up framework designed to help your team improve contact rates, stay consistent, and create more opportunities to close business.
Our resources are built from the same conversations, challenges, and performance issues we see every day while working with insurance agencies. If you have an issue you need help with, drop us a line.
Filtered Quotes has been a trusted partner of mine since the very beginning. They’ve supported me through the challenging seasons, celebrated the wins alongside me, and consistently provided leads that perform well for my business. Even as their company has grown and their Client Success Managers have taken a larger role, the level of service and personal attention I receive hasn’t changed. I know I can count on their team to be responsive, supportive, and genuinely invested in my success.
I don’t say this lightly—my producers are lead snobs. If the quality isn’t there, they won’t touch them. But they love these. Consistent conversations, real opportunities, and one of the best ROIs we’ve seen.
Working with Jared and Megan has been a game changer for our marketing strategy. They consistently provide us with quality leads and go above and beyond by proactively collaborating with our agency to adapt and improve our approach – especially with all the changes happening in our industry.
I've known Jared for nearly 10 years, so when Filtered Quotes launched, I knew the company would be built on integrity and results. What I've experienced as a client has exceeded my expectations. The leads have consistently performed well, but what really sets Filtered Quotes apart is their partnership. Their Remote Performance Management program helped us improve our sales process, increase accountability, and get more out of every opportunity. They're constantly looking for ways to help us grow—not just sell us more leads. If you're looking for a company that's invested in your agency's success, I highly recommend Filtered Quotes.
Let's Build Something Together
Whether you’re looking for better opportunities, stronger sales performance, or a partner who can help you think through what comes next, we’re here to help.
Tell us where you are, where you want to go, and what’s getting in the way. We’ll help you identify the right next step for your agency.
Meet the People Behind Filtered Quotes
We’re a team of operators, strategists, problem-solvers, and relationship builders who genuinely care about helping insurance agencies grow.
Peter Witte
Sales
Andrew Tuskey
Client Success Manager
Blayton Jones
Director of Remote Performance Management
Marcus Ramos
Sales
Joe Nasello
Client Success Manager
Edward Reyes
Sales
Ready to Talk About What's Next?
Whether you’re looking to improve performance, expand your reach, or find a partner who can help you grow with more confidence, we’d love to learn more about your agency.
Schedule a call with our team and let’s see what we can build together.
We help insurance agencies build profitable, sustainable businesses by combining high-quality lead generation with the strategy, support, and accountability needed to turn opportunities into long-term growth.
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