ClearQuote

ClearQuote is an AI-powered software platform designed specifically for insurance agencies to transform raw carrier quotes into professional, client-ready proposals. It addresses a critical pain point in the insurance sales process: the time-consuming and inconsistent task of manually compiling quotes from various carriers into a single, polished document. By simply uploading PDFs or quote documents from any insurance carrier, ClearQuote's AI instantly parses the data, extracts key coverage details and premiums, and generates a beautifully formatted, comparison-ready proposal. This proposal is automatically branded with the agency's own logo, colors, and contact information, presenting a unified and professional front to the client. The platform then enables agents to send this branded proposal directly to clients via a trackable link, providing insights into when the proposal is viewed. Ultimately, ClearQuote empowers agencies to close deals faster by delivering clear, compelling, and trustworthy proposals in minutes instead of hours, enhancing their professionalism and improving the client experience.

Universal Quote Upload

ClearQuote accepts and processes insurance quotes from any carrier, regardless of format. The AI engine intelligently parses uploaded PDFs or documents to accurately extract policy details, coverage limits, deductibles, and premiums. This eliminates the need for manual data entry, saving significant time and reducing the risk of human error when compiling information from multiple sources for a client presentation.

AI-Powered Proposal Generation

At the core of ClearQuote is an AI that automatically crafts a polished, easy-to-understand proposal from the parsed quote data. It organizes information into a clear, comparison-ready format, highlighting key differences and presenting the best options. The AI ensures consistency and professionalism in every document, transforming raw data into a persuasive sales tool that effectively communicates value to the client.

Full Agency Branding

Every proposal generated by ClearQuote is fully customized with your agency's branding. The system seamlessly incorporates your logo, brand colors, and agency contact information into the proposal's layout. This creates a cohesive and professional client experience that reinforces your agency's identity and trustworthiness, making the proposal an extension of your brand rather than a generic document.

Trackable Client Delivery

ClearQuote includes built-in tools for sending proposals directly to clients and tracking their engagement. Agents can email a secure, branded link to the proposal. The platform then provides notifications and tracking data to show exactly when the client opens and views the proposal, offering valuable insights into client interest and helping agents follow up at the optimal time.

Presenting Multi-Carrier Options

When an agent shops a client's risk with several carriers, ClearQuote is ideal for compiling all received quotes into a single, coherent comparison document. Instead of forwarding multiple, disjointed carrier PDFs, the agent can present one branded proposal that clearly side-by-side compares coverage and cost, simplifying the client's decision-making process and demonstrating thorough market analysis.

Streamlining New Business Proposals

For agents pursuing new clients, speed and professionalism are key. ClearQuote allows an agent to quickly turn a winning quote into a polished, agency-branded proposal immediately after receiving it from the carrier. This enables the agent to send a compelling offer to the prospect within minutes, capitalizing on momentum and presenting a modern, efficient image that can win over new business.

Enhancing Renewal Presentations

During renewal seasons, agents can use ClearQuote to create a professional renewal proposal that not only shows the renewed policy but can also compare it with alternative options. This adds value to the renewal conversation, demonstrating proactive service and providing a clear rationale for the renewal premium, which can improve retention rates and client satisfaction.

Improving Agency Efficiency and Scale

ClearQuote automates the most tedious part of the proposal process, freeing up agents and support staff from hours of manual document creation. This allows agencies to handle a higher volume of quotes and clients without adding administrative overhead. The consistency in output also ensures that every client interaction meets a high standard of quality, supporting scalable growth.

What file formats can I upload to ClearQuote?

ClearQuote is designed to process standard quote documents from insurance carriers, with primary support for PDF files, which are the most common format for carrier quotes. The AI is built to recognize and extract data from the structured layouts used by major and regional insurance companies. For optimal results, ensure your uploaded documents are clear and uncorrupted.

How does the agency branding work?

Upon signing up, you will be guided to upload your agency's logo and select your primary brand colors through a simple setup process. Once configured, ClearQuote automatically applies this branding to every proposal you generate. Your logo will be prominently featured, and the document's design elements will use your chosen color scheme, ensuring every client-facing document is consistently on-brand.

Can I track if my client has viewed the proposal?

Yes, client tracking is a built-in feature. When you send a proposal via ClearQuote, it is delivered through a unique, secure link. The platform monitors this link and will notify you when the client opens the proposal to view it. This provides you with valuable engagement data, so you know the proposal has been received and reviewed, informing your follow-up strategy.

Is there a limit to the number of proposals I can create?

ClearQuote offers simple, transparent pricing. After a 14-day free trial that includes 3 proposals, the standard subscription plan is priced at $49 per month. This plan includes unlimited AI-generated proposals, full agency branding, branded email delivery, and client viewing tracking, allowing you to use the service for all your client presentations without per-document fees.

ClearQuote offers a straightforward monthly subscription plan designed for unlimited use. It begins with a 14-day free trial that includes 3 sample proposals and does not require a credit card to start. The full plan is priced at $49 per month. This single plan includes all core features: unlimited AI-generated insurance proposals, full customization with your agency branding (logo and colors), branded email delivery to clients, and tracking for client proposal viewing. There are no tiers or usage limits, providing a simple and predictable cost for agencies to streamline their entire proposal process.