ClearQuote

Tired of wrestling with clunky PDFs and spending hours manually building insurance proposals? ClearQuote is your agency's secret weapon. It's the AI-powered platform that transforms raw, messy carrier quotes into stunning, client-ready proposals that actually close deals. Think of it as your personal proposal alchemist, turning leaden data into polished gold. Built specifically for modern insurance agents and brokers, ClearQuote cuts through the administrative noise. You simply upload quotes from any carrier—State Farm, Allstate, Progressive, you name it. Our AI instantly parses the details, crafts a crystal-clear, comparison-ready proposal, and wraps it in your agency's branding (logo, colors, the whole vibe). In under five minutes, you go from a pile of quotes to a professional, branded proposal link ready to fire off to your client. Plus, you get built-in tracking so you know the moment they open it. Stop losing time on busywork and start winning more business with proposals that look pro and perform even better.

Universal Quote Upload

Ditch the copy-paste nightmare. Our platform is a quote agnostic beast—it devours PDFs, documents, or data from ANY insurance carrier you work with. Just drag, drop, and watch as our AI instantly extracts and organizes every critical detail: coverage limits, deductibles, premiums, you name it. No more manual data entry errors or formatting hell. It's the ultimate time-saver that handles the grunt work so you can focus on the client convo.

AI-Powered Proposal Generation

This is where the magic happens. Our AI doesn't just copy info; it architects understanding. It takes the parsed quote data and constructs a beautifully structured, easy-to-digest proposal. It highlights key comparisons, identifies the best rate upfront, and presents everything in a logical, persuasive flow. The result? A client-facing document that looks like you spent hours on it, generated in literal seconds. It's your 24/7 proposal writing genius.

Full Agency Branding Suite

Make every proposal a billboard for your brand. ClearQuote lets you infuse your agency's unique identity into every pixel. Upload your logo, set your brand colors, and establish your preferred layout. Every proposal that goes out is consistently, unmistakably yours. This isn't just about looking slick; it's about building professional trust and recognition with every client interaction, turning a simple quote into a powerful brand experience.

Branded Delivery & Client Tracking

Sending the proposal is just the start. We supercharge your follow-up. Email the proposal directly through our platform with your agency's branded sender info. Then, get the intel. Our built-in tracking tells you exactly when your client opens the proposal link, so you're not left guessing in the dark. This insight lets you time your perfect follow-up call for maximum impact, turning window-shoppers into signed clients.

The Multi-Carrier Comparison Showdown

You've gathered three competing quotes for a client's homeowners insurance. Instead of sending three confusing PDFs, you upload them all to ClearQuote. Instantly, you get a single, polished proposal that lays out the options side-by-side, clearly highlighting coverage differences and the best rate. You send the branded link, and the client can easily see the value you've provided, making their decision a no-brainer.

Rapid Renewal & Upsell Presentations

A client's policy is up for renewal, and you've found a better package or want to discuss added coverage. Upload their current policy details and the new quote into ClearQuote. In minutes, generate a sharp proposal that visually compares "what you have" vs. "what you could have." This professional approach makes upsell conversations smoother and justifies your value as their advisor, leading to higher retention and account growth.

Winning New Business Proposals

You're competing for a new commercial client and need to make a killer first impression. You compile quotes from your top markets, feed them into ClearQuote, and generate a stunning, agency-branded proposal. This isn't just a quote; it's a strategic document that tells a story of value, protection, and partnership. It sets you miles apart from competitors who just email a raw carrier PDF.

Streamlining Agency Workflow for Teams

For agency owners, ClearQuote is a workflow game-changer. Onboard your entire team to a standardized proposal process. Ensure every agent delivers consistently branded, high-quality proposals without the training overhead. Cut down proposal creation time from hours to minutes per agent, freeing up your team to sell more and service better, dramatically boosting overall agency productivity and professionalism.

How does ClearQuote handle quotes from different carriers?

Our AI is built on a massive database of carrier document formats. Whether it's a PDF from a major player like State Farm or a document from a regional specialist, our system intelligently parses the text, identifies key data points (like premium, coverage, deductibles), and extracts it cleanly. You don't need to reformat anything—just upload and let our tech do the heavy lifting.

Can I really customize the proposals with my branding?

Absolutely, and it's a core part of our vibe. Once you set up your agency profile, you control the look. Upload your high-res logo, define your primary and secondary brand colors, and even adjust layout preferences. Every single proposal generated will automatically inherit this branding, ensuring a seamless and professional client experience that reinforces your agency's identity.

What kind of tracking information do I get?

We give you the actionable intel. When you send a proposal via ClearQuote's email system, you get notified the moment your client opens the unique link to view it. This tells you they've engaged with your proposal, allowing you to time your follow-up call or email perfectly—when the information is fresh in their mind—instead of playing phone tag or guessing if they've even seen it.

Is there a limit to how many proposals I can create?

On our main pricing plan, you get unlimited proposals. That's right, unlimited. After your free trial (which includes 3 proposals to test the magic), you can upload quotes and generate as many polished, branded proposals as your agency needs for one flat monthly fee. No per-proposal charges, no hidden caps. Create for every client, every time.

ClearQuote keeps it simple with one powerful, flat-rate plan to unlock unlimited proposals.

$49/month

• AI-generated insurance proposals from any carrier quote.
• Your full agency branding—logo & custom colors.
• Branded email delivery directly to your clients.
• Client proposal viewing & open tracking.
• Unlimited proposals.

Start with a 14-day free trial that includes 3 sample proposals. No credit card is required to begin.