ClearQuote

Tired of wrestling with clunky PDFs and spending hours formatting insurance quotes? ClearQuote is your game-changing AI assistant that transforms raw carrier quotes into stunning, professional proposals in minutes! Built specifically for insurance agents and agencies, this powerful tool automates the most tedious part of your sales process. Simply upload quotes from any carrier—State Farm, Allstate, Progressive, you name it—and watch as our AI instantly crafts a polished, comparison-ready proposal. It automatically applies your agency's branding, including your logo and colors, so every document reinforces your professional identity. Then, send the beautifully branded proposal directly to your client with built-in tracking, so you know the moment they open it. Stop losing deals to confusing paperwork and start closing more with proposals that are as clear and compelling as your advice! ClearQuote turns administrative hassle into a competitive advantage, letting you focus on what you do best: building relationships and protecting your clients.

Universal Quote Upload

Say goodbye to manual data entry! ClearQuote's intelligent system can parse and extract key details from quotes uploaded from ANY major insurance carrier. Just drop in your PDFs or files, and our AI gets to work instantly, ensuring no critical coverage detail or premium is missed. This universal compatibility saves you countless hours and eliminates frustrating formatting errors!

AI-Powered Proposal Generation

This is where the magic happens! Our advanced AI doesn't just copy data—it intelligently structures it into a client-friendly, persuasive proposal. It highlights the best rates, creates clear side-by-side comparisons, and presents coverage details in a polished, easy-to-understand format. You get a professional, comparison-ready document crafted in seconds, not hours!

Agency Branding Automation

Make every client touchpoint a branding opportunity! ClearQuote automatically applies your agency's unique identity to every proposal. Simply set your logo, color scheme, and contact information once. From then on, every AI-generated proposal is seamlessly wrapped in your brand, projecting consistency and professionalism that builds trust and recognition.

Branded Delivery & Client Tracking

Close the loop with confidence! Send your polished proposal directly to clients through ClearQuote with a branded email. Even better, you get powerful tracking notifications that alert you the moment your client opens the proposal link. This insight allows for perfectly timed follow-ups, helping you move deals forward faster and never wonder if your message was received.

Accelerating New Client Onboarding

Win new business faster than ever! When a prospect requests quotes from multiple carriers, you can upload them all to ClearQuote and generate a single, stunning proposal in minutes. Presenting a clear, branded comparison immediately demonstrates your value and professionalism, helping you secure the client's business before the competition even sends a first draft.

Streamlining Annual Policy Reviews

Transform your renewal process from a chore into a revenue opportunity! For existing clients, quickly upload their renewal quote alongside competitive alternatives. ClearQuote generates a comprehensive review document that makes it easy for clients to see their options and value. This proactive service strengthens relationships and helps retain and upsell current policyholders effortlessly.

Empowering Remote & Mobile Agents

Deliver top-tier service from anywhere! Whether you're at a client's kitchen table or working from a home office, you can create and send agency-branded, professional proposals on the spot using just your laptop or tablet. This mobility ensures you never miss a closing opportunity because you're waiting to get back to the office to format documents.

Enhancing Agency Consistency & Scale

Ensure every agent in your office produces the same high-quality output! ClearQuote standardizes the proposal process with your agency's branding and best-practice formatting. This allows junior agents to produce senior-level proposals instantly, maintains brand consistency across the team, and frees up managers from reviewing basic documents, enabling the entire agency to scale efficiently.

Get started with a completely risk-free 14-day free trial that includes 3 proposals—no credit card required! After your trial, unlock unlimited potential for just $49 per month. This simple, flat-rate plan includes everything you need: unlimited AI-generated insurance proposals, full agency branding with your logo and colors, branded email delivery directly to clients, and essential client proposal viewing and tracking alerts. It's transparent, powerful, and designed to help you close more deals without any surprise fees!

What file formats can I upload?

ClearQuote is designed to handle the most common quote formats you receive! We seamlessly process PDF files from carrier portals. Our AI is built to extract data from the standard layouts used by major insurance companies, ensuring a smooth and accurate upload process every single time.

How does the AI create the proposal?

Our AI is specially trained on insurance industry documents! It identifies key elements like premiums, coverages, deductibles, and carrier names from your uploaded quotes. It then structures this information into a logical, easy-to-read comparison format, applies your branding, and highlights the best value option to create a persuasive, client-ready proposal instantly.

Can I customize the proposal template?

Absolutely! While the AI handles the data structuring, you have full control over your agency's branding. You can upload your logo, set your primary and secondary brand colors, and add your contact information. This ensures every proposal maintains a consistent, professional look that represents your agency perfectly.

Is my client's data secure?

Security is our top priority! ClearQuote uses enterprise-grade encryption to protect all data in transit and at rest. We adhere to strict data privacy standards and do not share your or your client's information with any third parties. You can trust that your sensitive insurance quotes and client details are handled with the utmost care and confidentiality.