ClearQuote

ClearQuote is an AI-powered software solution designed specifically for insurance agencies to streamline and elevate their client proposal process. It directly tackles the time-consuming and inconsistent task of manually compiling carrier quotes into professional, client-ready documents. The platform allows agents to upload raw quotes from any insurance carrier. Its AI engine then automatically parses the data, generates a polished, comparison-ready proposal, and applies the agency's branding—including logo and colors—to create a cohesive and trustworthy presentation. This branded proposal can be emailed directly to clients via a secure link in minutes, not hours. Beyond creation, ClearQuote provides built-in tracking so agents know exactly when a client views their proposal, enabling timely follow-up. It's built for independent agents, brokers, and agencies who want to close more deals by presenting options with unparalleled clarity and professionalism, saving valuable administrative time while strengthening their brand in every client interaction.

AI-Powered Proposal Generation

ClearQuote's core AI technology instantly transforms uploaded carrier PDFs or documents into a structured, easy-to-read proposal. It automatically extracts key details like coverage, limits, and premiums to create a side-by-side comparison, eliminating manual data entry and reducing the risk of human error. This ensures every proposal is consistently polished and professional.

Full Agency Branding

Every proposal generated is seamlessly branded with your agency's identity. The system applies your logo, brand colors, and contact information to create a document that looks and feels professionally crafted by your team. This reinforces your agency's credibility and presents a unified front to clients, making your service the central focus.

Built-In Client Tracking

Gain valuable insights into client engagement with built-in proposal tracking. When you send a proposal via ClearQuote's branded email, you receive notifications the moment your client opens the link to view it. This allows for perfectly timed follow-up conversations based on actual client interest, increasing your close rates.

Universal Carrier Compatibility

ClearQuote is designed to work with your existing workflow, accepting quotes from any carrier or insurance company. There's no need for special integrations or formatted templates. Simply upload the PDFs or documents you receive, and the AI handles the rest, making it a flexible tool for any agency's diverse portfolio.

Accelerating New Business Proposals

When competing for a new client who has requested multiple quotes, an agent can upload all carrier options into ClearQuote. Within minutes, they can send a single, branded proposal that clearly compares all options. This speed and professionalism demonstrate efficiency and help win the business before competitors can respond.

Streamlining Renewal Presentations

During renewal season, agents can use ClearQuote to quickly assemble the incumbent policy and new alternative quotes into a compelling renewal proposal. The clear comparison justifies premium changes or showcases savings, making difficult renewal conversations more transparent and data-driven for the client.

Enhancing Marketing & Brand Consistency

Agencies looking to strengthen their market presence use ClearQuote to ensure every client-facing document is impeccably branded. This turns a routine administrative task into a consistent marketing touchpoint, building brand recognition and trust with every proposal sent, regardless of which producer creates it.

Improving Follow-Up Efficiency

By utilizing the view-tracking notifications, agents can prioritize their follow-up efforts. Instead of making blind calls, they can reach out to clients who have just viewed their proposal, when the details are top of mind. This targeted approach leads to more effective conversations and higher conversion rates.

What file formats can I upload?

ClearQuote is built to handle the most common formats you receive from carriers, primarily PDF documents. The AI is specifically trained to parse data from standard insurance quote PDFs, extracting coverage details, premiums, and terms automatically to populate your proposal.

How does the agency branding work?

During your initial setup, you will upload your agency logo and select your primary brand colors. ClearQuote's system then applies this branding to every proposal you generate, ensuring a consistent and professional look that makes your agency the hero of the presentation.

Is my client's data secure?

Yes. ClearQuote employs industry-standard security measures to protect your and your clients' data. Proposals are sent via secure links, and we are committed to compliance with relevant data protection regulations. Please refer to our Privacy Policy for full details.

Can I edit the proposals after the AI generates them?

Absolutely. While the AI creates a complete, polished draft, you retain full control. You can enter the editor to fine-tune language, adjust the layout, or add personal notes before sending the final proposal to your client, ensuring it meets your specific standards.

ClearQuote offers a simple, transparent subscription plan. You can start with a 14-day free trial that includes 3 proposals, with no credit card required to begin. After the trial, the service is available for $49 per month. This plan includes unlimited AI-generated insurance proposals, full agency branding (logo & colors), branded email delivery to clients, and client proposal viewing & tracking.