ClearQuote

ClearQuote is your new best friend in the insurance game, turning those boring carrier quotes into slick, agency-branded proposals that scream professionalism. Whether you're an agency owner or an insurance agent, this AI-powered tool is designed to save you time and elevate your proposals. Just upload quotes from any carrier, and in a matter of minutes, ClearQuote crafts a comparison-ready proposal that looks like it took hours to create. Forget about the days of manual formatting and endless edits. With ClearQuote, you can send out proposals that not only look fantastic but also come with built-in tracking to see when clients check them out. It’s the ultimate way to streamline your workflow, impress your clients, and close those deals like a pro. Plus, with a free trial that doesn’t even need a credit card, you have nothing to lose and everything to gain.

Easy Quote Upload

Drop in quotes from any carrier without breaking a sweat. ClearQuote parses all the details for you, so you can focus on what really matters—closing those deals and keeping your clients happy.

AI-Powered Proposal Generation

Let the magic of AI do its thing. In mere moments, you’ll receive a polished, professional proposal tailored to your agency’s branding. No more awkward formatting—just sleek, comparison-ready documents.

Branded Client Delivery

When you send your proposals, they’ll be dressed to impress. ClearQuote ensures that all communications reflect your agency’s unique look, complete with your logo and colors. Your clients will feel like they’re getting the VIP treatment.

Proposal Tracking

Ever wonder if your client opened that sweet proposal you sent? ClearQuote has your back with built-in tracking. You’ll know exactly when they view it, so you can follow up at just the right moment.

Speedy Proposal Creation

Got a client waiting for a quote? No problem! With ClearQuote, you can whip up a professional proposal in under five minutes. Just upload the quotes and let the AI do the heavy lifting.

Brand Consistency

For agencies that want to maintain a strong brand identity, ClearQuote guarantees that every proposal you send carries your branding. This consistency helps build trust and recognition with clients.

Client Engagement

With proposal tracking, you can gauge client interest in real-time. If a client opens your proposal multiple times, you know it’s time to reach out and seal the deal. It’s the ultimate conversation starter.

Competitive Edge

In a crowded insurance market, standing out is key. ClearQuote allows you to create standout proposals that not only look great but also provide clients with the information they need to make quick decisions.

How does ClearQuote work?

ClearQuote simplifies the proposal process by allowing you to upload quotes from any insurance carrier. The AI then generates a polished, branded proposal that you can send directly to your clients.

Is there a free trial?

Absolutely! ClearQuote offers a 14-day free trial with three proposals included, and you don’t even need to enter a credit card. It’s a risk-free way to see if it fits your needs.

What if I need more than three proposals?

No worries! After the trial, ClearQuote offers an unlimited proposal option at a monthly subscription rate. This way, you can keep churning out those polished proposals without limits.

Can I customize the branding?

You bet! ClearQuote allows you to customize your proposals with your agency’s logo and colors, ensuring every document aligns with your brand identity and leaves a lasting impression on your clients.