ClearQuote

Tired of spending hours manually copying data from PDFs into clunky templates? You're not alone. Thousands of agents are ditching the grind and embracing the future of insurance sales with ClearQuote. This isn't just another tool; it's the AI-powered proposal engine that's taking the industry by storm. Designed exclusively for insurance agencies, ClearQuote transforms raw, messy carrier quotes into stunning, client-ready proposals in under five minutes. Simply upload quotes from any carrier—State Farm, Allstate, Progressive, you name it. Our advanced AI instantly parses the details, crafts compelling, comparison-ready narratives, and wraps it all in your agency's professional branding. Then, send a polished, branded proposal link directly to your client and track exactly when they open it. It’s the secret weapon top-performing agents use to close deals faster, look more professional, and provide unparalleled value. Stop competing on price alone and start winning on presentation and clarity. Join the movement and see why agencies are calling it a game-changer.

Universal Quote Upload

Stop wasting time with manual data entry. ClearQuote's powerful parsing engine accepts uploaded quotes from any insurance carrier in common formats. The AI instantly extracts and organizes key details like coverage, limits, and premiums, eliminating human error and saving you countless hours. It's the seamless starting point that makes everything else possible, trusted by agents nationwide.

AI-Powered Proposal Generation

This is where the magic happens. Our specialized AI doesn't just list numbers; it crafts a compelling, easy-to-understand narrative. It automatically generates polished, comparison-ready proposals that highlight key differences, savings, and value propositions. The AI structures the information to tell a story that resonates with clients, turning confusing quotes into clear, persuasive arguments for your recommendation.

Agency Branding & White-Labeling

Every proposal is a reflection of your agency. ClearQuote automatically applies your agency's logo, color scheme, and branding to every single document you create. You send out perfectly polished, professional proposals that reinforce your brand identity, not a generic template. This white-label presentation builds immense trust and credibility, making you look like the premium expert you are.

Client Delivery & Engagement Tracking

Send proposals directly from the platform with a single click. Your client receives a clean, branded email with a secure link to their personalized proposal. The real power? Built-in tracking notifies you the moment your client opens the document. No more guessing games. Know exactly when to follow up, dramatically increasing your close rates and demonstrating proactive, tech-savvy service.

Winning New Client Proposals

First impressions are everything. When competing for a new client who has gathered multiple quotes, speed and professionalism win. Use ClearQuote to instantly synthesize all carrier options into a single, stunning, branded comparison. Showcase your expertise and attention to detail, helping the client make an informed decision quickly and choosing your agency over competitors who send confusing, unformatted PDFs.

Streamlining Renewal Presentations

Renewal season doesn't have to be chaotic. Instead of sending a simple renewal notice, create a powerful, branded proposal that reaffirms your value. Upload the renewal quote and use ClearQuote to generate a polished document that recaps coverage, highlights loyalty benefits, and makes the renewal process feel like a premium service. This reduces churn and strengthens client relationships effortlessly.

Upselling & Cross-Selling Coverage

Identifying gaps in coverage is one thing; presenting the solution compellingly is another. Use ClearQuote to upload a client's current policy and a new quote for enhanced coverage. The AI will generate a side-by-side comparison that clearly visualizes the added protection and value, making it easy for the client to say "yes" to your recommendations and increasing your average policy value.

Educating & Onboarding Clients

Confusion leads to calls and complaints. After closing a sale, use ClearQuote to send a final, beautifully formatted version of the chosen policy as a welcome package. This client-friendly document serves as an easy reference guide to their coverage, reducing future service calls and establishing your agency as organized, transparent, and client-focused from day one.

What carrier quotes does ClearQuote support?

ClearQuote is built to be universal! Our AI-powered parsing technology is designed to extract data from quotes and PDFs from any major insurance carrier, including but not limited to State Farm, Allstate, Progressive, Travelers, Liberty Mutual, and many regional providers. We continuously update our system to handle new formats.

How does the AI create the proposal content?

Our AI is specifically trained on insurance terminology and sales best practices. It analyzes the uploaded quote data (coverages, limits, deductibles, premiums) and automatically generates clear, descriptive text that explains the offerings, creates easy-to-scan comparisons, and highlights key value points and savings, all in a professional and persuasive tone.

Can I customize the branding on the proposals?

Absolutely! White-label branding is a core feature. You can upload your agency logo and set your primary brand colors within your ClearQuote dashboard. Every proposal you generate will automatically inherit this branding, ensuring a consistent and professional look that promotes your agency, not our software.

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

With our standard pricing plan, you get unlimited proposals. This means you can use ClearQuote for every single client interaction—new business, renewals, endorsements, and more—without ever worrying about hitting a cap or paying overage fees. Create and send as many polished proposals as your business needs.

ClearQuote offers simple, transparent pricing to fit any agency's needs. Start with a 14-day free trial that includes 3 sample proposals—no credit card required to try it.

After your trial, continue with our straightforward monthly plan:

$49/month

• AI-generated insurance proposals
• Your agency branding—logo & colors
• Branded email delivery to clients
• Client proposal viewing & tracking
• Unlimited proposals