ClearQuote

ClearQuote is the AI-powered engine that transforms the slow, manual process of creating insurance proposals into a lightning-fast, deal-closing machine. Built specifically for insurance agencies, it eliminates hours of tedious copy-pasting and formatting. Simply upload raw carrier quotes from any provider. ClearQuote's AI instantly parses the details, intelligently compares coverages and rates, and generates a stunning, professional, and fully branded proposal in minutes. This isn't just a document; it's a polished, client-ready presentation that highlights your agency's value and expertise. Send it directly to clients with a single click via a branded email and track exactly when they open it. ClearQuote is for agents and brokers who want to move at the speed of their clients' expectations, replace administrative grind with strategic selling, and win more business with unparalleled professionalism and efficiency. Stop building proposals and start closing deals.

Universal Quote Upload

Drop in PDFs or documents from any carrier—State Farm, Allstate, Progressive, and more. ClearQuote's AI does the heavy lifting, instantly extracting and organizing key data like coverage limits, deductibles, and premiums. No manual data entry means zero errors and massive time savings, getting you from raw quote to next steps in seconds.

AI-Powered Proposal Generation

The core intelligence of ClearQuote. Our AI doesn't just compile data; it crafts a compelling, comparison-ready narrative. It automatically identifies the best rate, structures information for clarity, and creates polished, easy-to-understand proposals that effectively communicate value and justify recommendations to your clients.

Agency Branding Automation

Every proposal is seamlessly wrapped in your agency's professional identity. Automatically apply your logo, brand colors, and contact information to create a cohesive, trustworthy client experience. This transforms a generic quote comparison into a branded asset that reinforces your agency as the advisor of choice.

Branded Delivery & Client Tracking

Send finished proposals directly from the platform with one click. Emails are sent from your agency's branded template, maintaining a professional chain of communication. Most importantly, get real-time notifications when your client views the proposal link, so you know exactly when to follow up and close the deal.

Accelerating New Business Proposals

Speed is critical in competitive new business situations. Upload multiple carrier quotes for a prospect, and generate a polished, branded comparison proposal in under five minutes. Deliver a professional impression instantly and outpace competitors who are still manually compiling documents.

Streamlining Policy Renewals

Turn renewal season from a administrative nightmare into a streamlined upsell opportunity. Quickly upload renewal quotes, use AI to generate a clear proposal highlighting value and any changes, and send it to clients well ahead of the deadline. The tracking feature ensures no renewal slips through the cracks.

Simplifying Complex Multi-Line Quotes

For clients needing home, auto, and umbrella policies, comparing multiple carriers is complex. ClearQuote simplifies this by aggregating all quotes into one unified, easy-to-digest proposal. Present a comprehensive picture of coverage and savings effortlessly, justifying your bundled recommendation.

Enhancing Agency Efficiency & Scale

Free your team from hours of manual proposal work. By automating the creation and branding process, ClearQuote allows your agents to focus on selling and advising. Scale your operations without adding administrative staff, handling more client quotes and closing more deals with the same resources.

How long does it take to create a proposal?

From quote upload to a client-ready, branded proposal, the entire process takes under five minutes. The AI generation is instantaneous. The bulk of the time saved is the elimination of manual data entry, formatting, and design work that typically takes an hour or more per proposal.

Which insurance carriers are supported?

ClearQuote supports quotes from any carrier. Our AI is trained to parse and extract data from a wide variety of PDF and document formats used by major providers like State Farm, Allstate, and Progressive, as well as regional and specialty carriers.

Can I customize the proposal format?

Yes. While the AI structures the content for optimal clarity, your agency's branding—including logo, color scheme, and contact details—is automatically applied to every proposal, ensuring a consistent and professional look that aligns with your marketing materials.

How does the client tracking work?

When you send a proposal via ClearQuote, your client receives a unique, branded link. Our system alerts you the moment that link is opened, providing the name and timestamp. This gives you perfect insight into client engagement and the ideal moment for a follow-up call.

Start with a 14-day free trial that includes 3 proposals, no credit card required. After the trial, continue with simple, transparent pricing at $49 per month. This plan includes unlimited AI-generated proposals, full agency branding (logo & colors), branded email delivery to clients, and client proposal viewing & tracking.