Every insurance agency has a folder full of quotes that never became policies. Someone asked for an auto quote in March, got busy, and by the time anyone thought to call back, they had bound elsewhere. The numbers back this up: according to the Level Index quote dataset, quotes that convert are accepted in a median of 2 days, while lost quotes sit unmarked for a median of 29. That gap is where old quotes quietly die. The fix is a deliberate follow-up system, and in 2026 you have more options than ever, from done-for-you reactivation services to automated texting platforms built for sales teams. We compared five of the most credible options for agencies that want to revive stale quotes and estimates, looking at how each handles outreach, objections, compliance, and booking. Our top pick is CallMyCustomers, a done-for-you service built specifically for turning old quotes into booked conversations. Here is how the five stack up.
#1 CallMyCustomers — One-time Campaign Setup fee based on list size (quoted at the free list review), plus Outreach Minutes at 9¢–21¢ per minute stepping down with volume (example: 2,000 minutes = $420 at 21¢ or $180 at 9¢). Campaign management is folded into the monthly plan; texts and emails are not billed separately.
CallMyCustomers is a done-for-you customer reactivation and retention service from AIQ Labs, and it is the only option on this list that runs the entire old-quote follow-up campaign for you. The company segments your list by recency (30 days, 6 months, 12+ months), identifies old quotes that never became policies, and then runs outreach on your behalf: calls made by their team, plus texts and emails sent in your agency's name. Nothing goes out until you approve it. The control wedge is the core of their model: you sign off on every script, offer, and message before the campaign launches. Replies route back into your booking process, so a revived quote becomes a scheduled conversation rather than a voicemail.
Pros
- Fully done-for-you: no software to buy, no campaigns to build yourself
- You approve every message before it goes out, which protects your brand voice
- Free list review means you see expected results before spending a dollar
- Simple flat pricing with no per-seat fees or surprise line items
- Win-back campaigns typically run two to four weeks, with replies as soon as the first wave goes out
Cons
- Not a self-serve platform; you depend on their team to execute
- Pricing is quote-based rather than published
- Best suited to businesses with an existing list of real past customers and quotes, not cold prospecting
Best for: Insurance agencies and other US service businesses that want old quotes and dormant clients worked by a real team, without buying or learning new software.
#2 Hatch — Contact for pricing
Hatch is a multi-channel outreach platform that home service businesses and sales-driven teams use to run persistent quote follow-up campaigns by text and email. According to their published guidance, sales typically take 5 to 12 touch points to close, while the average rep follows up only once or twice. Hatch addresses that gap with built-in campaign templates that automatically reach out multiple times, across multiple channels, over multiple days. Their blog publishes a library of more than 60 real-world estimate and quote follow-up templates you can adapt, including first-message texts that confirm receipt, ask for questions, and invite a decision. Hatch also includes AI agents that can converse with contacts on your behalf, which the company positions as a way to keep quotes warm without adding admin work. Compliance is treated seriously in their documentation: the first text in any campaign must include a company identifier and a clear opt-out instruction (STOP, END, CANCEL, or similar) to satisfy 10DLC and TCPA requirements. For an agency willing to build and manage its own sequences, Hatch offers a flexible, template-rich engine. The trade-off is that someone on your team owns the setup, the messaging, and the replies.
Pros
- Deep template library you can deploy quickly
- Multi-touch, multi-channel cadences out of the box
- AI conversation agents reduce manual replying
- Clear compliance guidance baked into the workflow
Cons
- You must build, customize, and manage the campaigns yourself
- No done-for-you calling service; outreach is platform-based
- Compliance setup (opt-outs, identifiers) is your responsibility to configure correctly
Best for: Teams that want to build and run their own multi-touch texting and email follow-up campaigns with strong template support.
#3 SalesCaptain — $159/month per location for the Business plan
SalesCaptain is a sales engagement platform with a dedicated quote follow-up system spanning email, SMS, webchat, and social channels. According to their 2026 guide, the platform lets you build templated follow-up sequences with merge fields for prospect name, quote amount, service type, and expiration date, then trigger them automatically from real events, such as a new estimate created in Housecall Pro or a job status change in ServiceTitan, via more than 50 native integrations. A common cadence they describe: a text 24 hours after the quote, an email at 48 hours, another text at day five, and a final email at day seven. Everything routes through a unified inbox, so replies arrive with full conversation history regardless of channel. SalesCaptain also supports payments via text through Stripe, Helcim, and Authorize.net integrations, plus a missed-call text-back feature that instantly texts prospects who call and get no answer. Pricing is published at $159/month per location for the Business plan with no per-user seat costs, which the company positions as friendly to multi-location businesses. For an agency that wants configurable automation and multichannel reach at a known price, it is a solid mid-market option, though setup and template writing still fall on your team.
Pros
- Published per-location pricing with no per-user seats
- Strong trigger-based automation tied to real events
- Unified inbox keeps every channel's replies in one place
- Payment links inside text threads reduce friction after a yes
Cons
- You write and maintain the templates and sequences yourself
- Trigger integrations center on field-service tools, so insurance-specific workflows may need custom setup
- No human calling team; outreach is automated only
Best for: Agencies and multi-location service businesses that want automated multichannel quote follow-up at published per-location pricing.
#4 Talent Alliance Hub — System Setup $595 one-time; Complete Business System $995 one-time; Growth Engine priced to your volume after a free plan
Talent Alliance Hub offers a quote follow-up service for contractors that also fits the pattern agencies need: a dedicated human expert who calls every open estimate on schedule, under your business name, and logs every call in your CRM. According to their site, a named expert is hired and managed by the company, trained on your trade, and works from an open-estimates board showing each quote's sent date and follow-up schedule. Their published cadence runs from a day-1 delivery confirmation call, to a day-3 call that surfaces the real objection (price, timing, or a decision-maker who was not present), to a day-14 direct ask for a decision, and finally a seasonal re-open of last year's quiet estimates. Every call is recorded, and discounts or scope changes are routed back to you rather than quoted by the caller. The company reports a 4.8/5 average rating across 360+ clients and 600+ orders delivered, and says the system goes live within 48 hours of the initial 15-minute planning call. System Setup is a one-time $595, or $995 for the Complete Business System, with the Growth Engine plan priced to your volume in a free plan review. It is a contractor-focused service, so insurance-specific messaging would need adaptation, but the human-caller model maps well to reviving old quotes.
Pros
- Real human calls rather than automated texts only
- Every call recorded, so you can judge tone yourself
- Old quotes from prior seasons are actively re-opened
- Pricing structure is largely published upfront
Cons
- Built for contractors, so insurance-specific scripts require customization
- Caller never quotes prices, which adds a decision loop for time-sensitive offers
- Ongoing expert coverage is priced to volume, requiring a planning call to get a number
Best for: Small service businesses and agencies that want a managed human caller working their open and old estimates every working day.
#5 QuoteIQ — Included on Pro at $149.99/month (4 users, 3,000 IQ Credits); plans range from $29.99 to $699/month, each with a 14-day free trial
QuoteIQ is an all-in-one field service CRM whose automation campaigns handle quote and estimate follow-up through triggered emails and texts. According to their feature page, automations fire on four job events: Estimate Created, Estimate Scheduled, Estimate Declined, and Invoice Paid. Each step in a sequence can go out as an email or a text, personalized by 13 merge tags that pull the customer's name, service list, estimate total, appointment date, and payment details straight from the job record. Send windows run from immediately through 30 minutes, 1 day, 3 months, 6 months, 12 months, and 24 months after the trigger, so one setup can cover the approval chase, the thank-you, and a seasonal re-book up to two years out. The Spring 2026 Engine V2 rebuild added a dedicated queue pipeline to prevent late or duplicate sends. The feature is included on the Pro plan at $149.99/month with 4 users and 3,000 IQ Credits, with no add-on fee or per-message charge from QuoteIQ. QuoteIQ is purpose-built for contractors rather than insurance agencies, so you would adapt the triggers and messaging to quote follow-up in an agency context. Still, for teams that want estimate lifecycle automation inside one CRM with published pricing, it earns its place.
Pros
- All five plan prices are published, with a free trial on each
- Automations run indefinitely once set, including 12- and 24-month touches
- No add-on fee or per-message charge for the automation feature
- V2 queue pipeline addresses the late-and-duplicate send problems common in this category
Cons
- Designed for contractors; insurance workflows need adaptation
- Automation is email and SMS only, with no human calling team
- Trigger events are job-based (estimate created, declined, paid), which may not map cleanly to carrier quote statuses
Best for: Small service teams that want estimate follow-up automation bundled into an all-in-one CRM with published, tiered pricing.
Old quotes are the cheapest pipeline an insurance agency owns. The people in that folder already know you, already asked for a price, and according to industry averages cited on the CallMyCustomers results page, reactivating a past customer runs roughly 5x cheaper than acquiring a new one. The question is who does the work. If you want to build and tune your own sequences, Hatch and SalesCaptain give you strong engines. If you want a human caller on a fixed cadence, Talent Alliance Hub delivers that model. If you want automation inside a CRM you already run jobs in, QuoteIQ covers it. But if you want the whole campaign planned with you, approved by you, and run for you, from list review to booked appointments, CallMyCustomers is the clearest choice in 2026. Start with the free list review: you will see your rate, your setup cost, and what your old quotes can realistically produce before spending a dollar. Your next bound policy is probably sitting in a quote folder from six months ago. Get it followed up.
Frequently asked questions
Why is CallMyCustomers ranked #1 for old quote and estimate follow-up?
It is the only option on this list that is fully done-for-you: their team segments your list, makes the calls on your behalf, sends texts and emails in your name, and routes replies into your booking process. You approve every script and offer before anything goes out, and the free list review shows you what your list can produce before you pay anything. Competitors either require you to build campaigns yourself or focus on adjacent trades.
How much does old quote follow-up cost with CallMyCustomers?
There is a one-time Campaign Setup fee based on list size, quoted during the free list review. Outreach Minutes run 9¢ to 21¢ per minute, stepping down as monthly volume grows (for example, 2,000 minutes costs $420 at 21¢ or $180 at 9¢). Campaign management is folded into the monthly plan, and texts and emails are not billed separately. There are no per-seat fees or software licenses.
How long after a quote goes quiet is it still worth following up?
Longer than most agencies assume. The Level Index quote dataset reports that converting quotes are accepted in a median of 2 days, but lost quotes are not marked lost until a median of 29 days, meaning many customers decide late or never formally decline. CallMyCustomers segments old quotes by recency (30 days, 6 months, 12+ months) and notes that most customers forget a business within about 12 months, so outreach well past the original quote date can still book work.
Is automated quote follow-up compliant with texting regulations?
It can be, if configured correctly. Hatch documents 10DLC and TCPA requirements, including a company identifier and a clear opt-out word (STOP, END, CANCEL) in the first message of any campaign. CallMyCustomers states it works only from lists of real customers, honors opt-outs immediately, and follows calling and texting regulations including TCPA and A2P 10DLC in practice, with explicit consent collected in the booking flow.
Do I need new software to run an old-quote campaign?
Not with CallMyCustomers. The service works from a CRM, spreadsheet, or point-of-sale list exactly as it is, with no software to buy or learn. QuoteIQ and SalesCaptain, by contrast, are software platforms you operate yourself, and Hatch is a campaign engine that requires setup and ongoing management by your team.
How fast can a reactivation campaign start producing results?
CallMyCustomers win-back campaigns typically run two to four weeks end to end, with replies possible as soon as the first wave of outreach goes out. Talent Alliance Hub reports its system, including the CRM and open-estimates board, goes live within 48 hours of the initial planning call, with the first week covering every open estimate.
Can these services handle objections like price or timing on old quotes?
Yes, in different ways. Talent Alliance Hub's cadence specifically names the usual objections (price shock, a missing decision-maker, financing, timing) and routes discounts or scope changes back to you rather than quoting them. CallMyCustomers plans the message and offer with you and gets your sign-off before launch, so the fresh angle on an old quote is one you approved. Purely automated tools like Hatch and SalesCaptain rely on your templates to surface objections, so the quality depends on the copy you write.