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Insurance proposals that close deals

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ClearQuote

Insurance proposals that close deals

Pricing

$49/month Free Tier Available
Subscription

Last Updated

Maker

ClearQuote is a SaaS product that helps insurance agencies create professional proposals in minutes.

Overview

ClearQuote allows users to upload carrier quotes, generate polished proposals with their agency branding, and send them to clients.

Key Features

  • Upload carrier quotes from any carrier
  • AI-generated insurance proposals
  • Branded email delivery to clients
  • Client proposal viewing and tracking

How It Works

  1. Upload carrier quotes
  2. AI generates a comparison-ready proposal
  3. Send the proposal to your client

Benefits

  • Save time creating proposals
  • Increase client engagement
  • Improve agency branding

Use Cases

  • Homeowners insurance proposals
  • Auto insurance proposals

Integrations

None mentioned

Pricing Overview

ClearQuote offers a 14-day free trial and a subscription-based pricing model