---
title: "Ancillary Quote Link Or Ancillary Quoter? You Need Both"
description: "One quotes from the client record while you are on the phone. The other lets the client quote themselves. Here is how the Ancillary Quoter and the Ancillary Quote Link fit the same book of business."
url: https://unlockedcrm.ai/blog/ancillary-quote-link-vs-quoter
canonical: https://unlockedcrm.ai/blog/ancillary-quote-link-vs-quoter
category: "Product"
published: 2026-10-09
updated: 2026-10-09
last_updated: 2026-10-09
author: "unLocked Team"
publisher: unLocked CRM
source_url: https://unlockedcrm.ai/blog/ancillary-quote-link-vs-quoter
summary: "The Ancillary Quoter quotes all five supplemental lines from the client record while you are in the conversation — you pick the benefit, compare carriers, and send the quote by text and email."
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/ancillary-quote-link-vs-quoter
source: unLocked CRM — AI CRM for insurance agents
---

# Ancillary Quote Link Or Ancillary Quoter? You Need Both

## TL;DR

The Ancillary Quoter quotes all five supplemental lines from the client record while you are in the conversation — you pick the benefit, compare carriers, and send the quote by text and email. The Ancillary Quote Link lets the client run the quote themselves before you ever talk. Use the Quoter in the meeting and the Link everywhere else.

## Key data points

- unLocked CRM includes both the Ancillary Quoter (agent-run quotes from the client record) and the Ancillary Quote Link (client self-service quotes from a personal shareable link).

Two tools, one book of business.

## The Quoter: you quote, in the conversation

The [Ancillary Quoter](/ancillary-quoting) runs from the client record. The details already on file carry into the quote, you compare carriers side by side, and one click sends the quote by text and email together. Use it when you are already talking to the client.

## The Link: they quote, before the conversation

The [Ancillary Quote Link](/ancillary-quote-link) is a personal URL you share anywhere. The client answers a few questions and sees live rates on their own. Use it before the first call, after the sale, and everywhere you cannot be — ads, social, signatures, and QR codes.

## Together, they close the gap

A common flow looks like this:

1. Send the link after showing an MA plan's out-of-pocket
2. The client sees live prices and books with you from the results screen
3. You open the contact in the Quoter, compare the carriers they saw, and send the final quote by text and email
4. The saved quote sits next to their primary policy for renewals and reviews

Both are included on Core, Pro, and Max at no add-on fee.

## FAQ

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## Related

- https://unlockedcrm.ai/blog/ancillary-quote-link-announcement
- https://unlockedcrm.ai/blog/ancillary-quote-link-cross-sell-moment
- https://unlockedcrm.ai/blog/ancillary-quote-link-setup-guide

---

Source: [Ancillary Quote Link Or Ancillary Quoter? You Need Both](https://unlockedcrm.ai/blog/ancillary-quote-link-vs-quoter) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/ancillary-quote-link-vs-quoter.