ClearQuote

ClearQuote is the AI-powered engine that transforms the tedious, manual process of creating insurance proposals into a fast, branded, and deal-closing advantage for agencies. It is built specifically for insurance agents and brokers who need to present multiple carrier quotes to clients in a clear, professional, and compelling format. The core value proposition is speed and polish: simply upload raw quotes from any carrier, and ClearQuote's AI instantly crafts a comparison-ready, beautifully formatted proposal. This proposal is automatically branded with your agency's logo, colors, and identity, turning generic carrier documents into a powerful extension of your brand. Beyond creation, ClearQuote streamlines delivery with built-in emailing and, critically, client tracking, so you know exactly when your proposal is viewed. This tool eliminates hours of copy-pasting and formatting, empowering agents to move from quote to client presentation in under five minutes, dramatically increasing efficiency and presenting a unified, professional front that builds trust and closes more deals.

Universal Quote Upload

Drop in PDFs or documents from any insurance carrier you work with. ClearQuote's intelligent parsing engine automatically extracts key details like coverage, limits, and premiums, saving you from manual data entry and ensuring accuracy in every proposal you generate.

AI-Powered Proposal Generation

The core intelligence of ClearQuote. Our AI instantly analyzes uploaded quotes and synthesizes them into a single, polished, and easy-to-understand proposal. It highlights the best rates, compares coverages side-by-side, and presents the information in a client-friendly format designed to facilitate a quick decision.

Full Agency Branding

Every proposal is seamlessly wrapped in your agency's professional identity. Automatically apply your logo, brand colors, and contact information to every page. This transforms a generic comparison into a branded presentation that reinforces your agency's credibility and keeps the focus on your service.

Client Delivery & Engagement Tracking

Send the finalized proposal directly to your client via a branded email from within ClearQuote. Most importantly, gain real-time insights with view tracking. Receive notifications when your client opens the proposal link, giving you the perfect moment to follow up and close the deal.

Accelerating New Business Proposals

When competing for a new client who has requested multiple quotes, speed is critical. Use ClearQuote to instantly turn those carrier submissions into a single, branded proposal. Deliver a professional package in minutes, not hours, impressing prospects with your efficiency and modern approach.

Streamlining Annual Policy Reviews

During renewal season, quickly consolidate current and alternative carrier quotes for existing clients. Generate a clear comparison that demonstrates your proactive service and justifies recommendations. The polished format makes complex renewal decisions straightforward for your clients.

Enhancing Cross-Selling Opportunities

When a client needs a new policy type, use ClearQuote to present bundled options. Upload quotes for auto, home, and umbrella policies into one unified proposal. This clean presentation makes it easy for the client to see the value and convenience of consolidating coverage with your agency.

Winning Back Lost Quotes

Re-engage prospects who are shopping around by quickly reformatting their quotes. If a client is comparing your quote against others, send a ClearQuote proposal that professionally highlights your competitive advantages and coverage strengths, giving you a second chance to win the business.

What file formats can I upload?

ClearQuote is designed to accept the most common quote formats you receive from carriers, primarily PDF documents. Our AI is built to parse data from these standard layouts. For the best results, ensure your uploads are clear and uncorrupted files directly from the carrier's system.

How does the agency branding work?

During your initial setup, you will upload your agency logo and select your brand color palette. Once configured, ClearQuote automatically applies this branding to every proposal's layout, header, footer, and the delivery email. This ensures consistent, professional branding with zero extra effort per proposal.

Can I edit the proposals generated by AI?

Absolutely. While the AI creates a complete, polished draft, you retain full control. Before sending, you can review and make any adjustments to the content, notes, or emphasis to ensure the proposal perfectly matches your specific recommendations and communication style for each client.

Is my client's data secure?

Yes. Security is a top priority. ClearQuote uses enterprise-grade encryption for data in transit and at rest. We are committed to compliance with industry standards to protect your agency's and your clients' sensitive information. Detailed measures are outlined in our Privacy Policy.

ClearQuote offers a simple, transparent subscription model to unlock unlimited proposal creation. Start with a full-featured 14-day free trial that includes 3 proposals at no cost and requires no credit card. After the trial, continue with unlimited AI-generated proposals, full agency branding, branded client delivery, and engagement tracking for a flat rate of $49 per month.