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 bottleneck in the sales process: the time-consuming and often inconsistent task of manually compiling and formatting quotes from multiple insurers into a single, persuasive document. The product automates this workflow, allowing agents to upload quotes from any carrier. Its AI engine then intelligently parses the data, creates a polished side-by-side comparison, and formats it with the agency's own branding—including logo and colors. The final, branded proposal can be emailed directly to clients via a trackable link, providing insights into client engagement. Built for independent agents and brokers, ClearQuote's core value proposition is closing deals faster by enhancing professionalism, ensuring consistency, and saving significant administrative time—allowing agents to focus on advising clients and growing their business rather than on document preparation.

Universal Quote Upload

ClearQuote accepts and processes insurance quotes from any carrier, regardless of format. The system's intelligent parsing technology automatically extracts key details like coverage limits, deductibles, and premiums, eliminating the need for manual data entry. This ensures all information is accurately captured and ready for comparison without the risk of human error or omission.

AI-Powered Proposal Generation

At the heart of ClearQuote is an AI engine that instantly crafts a polished, easy-to-understand proposal. It organizes uploaded quotes into a clear, comparison-ready format, highlighting the best rates and key differences. The AI structures the content to be client-friendly, turning complex insurance jargon into a compelling narrative that supports your recommendation and helps clients make informed decisions.

Full Agency Branding

Every proposal generated is fully branded with your agency's identity. You can incorporate your logo, brand colors, and contact information seamlessly into the document's layout. This transforms a generic quote comparison into a professional, agency-branded presentation that reinforces your brand's credibility and trustworthiness with every client interaction.

Trackable Client Delivery

ClearQuote includes built-in tools for sending proposals and tracking client engagement. You can email a secure, branded link to the proposal directly from the platform. The system then notifies you when the client opens the document and views it, providing valuable insights into their interest level and helping you time your follow-up conversations perfectly.

Accelerating New Business Proposals

When prospecting for new clients, agents can quickly consolidate quotes from multiple carriers into a single, branded proposal. This allows them to respond to client inquiries with a professional presentation in minutes instead of hours, demonstrating efficiency and expertise from the very first interaction and significantly improving conversion rates.

Streamlining Policy Renewals

For existing clients approaching renewal, agents can use ClearQuote to gather updated quotes and present a clear comparison between their current coverage and new options. The polished proposal makes it easy to explain changes in coverage or premium, justify recommendations, and secure the renewal efficiently while reinforcing the agency's value.

Presenting Complex Commercial Lines Quotes

Commercial insurance proposals often involve intricate details and multiple coverage parts. ClearQuote simplifies this by organizing complex commercial quotes into a structured, digestible format. This helps business owners understand their options clearly, making it easier for the agent to guide them through the decision-making process for higher-value accounts.

Enhancing Agency Consistency and Scale

Agencies looking to maintain a consistent standard of professionalism across all producers can implement ClearQuote as a standardized sales tool. It ensures every client receives a uniformly high-quality, branded proposal, which elevates the agency's overall market image and allows more experienced agents to delegate proposal creation with confidence.

What carriers does ClearQuote support?

ClearQuote is designed to support quotes from any insurance carrier. The system uses advanced AI and parsing technology to extract data from PDFs and other common quote document formats, regardless of the insurer. There is no predefined list of carriers; the tool is built to be universally compatible.

How does the agency branding work?

During your initial setup, you will upload your agency's logo and select your brand color scheme. ClearQuote's template engine then automatically applies these elements to every proposal you generate. This ensures a consistent, professional look that aligns with your other marketing materials without any manual design work required for each document.

Can I track if my client has viewed the proposal?

Yes, client tracking is a core feature. When you send a proposal via the built-in email tool, it delivers a unique, secure link to your client. You will receive a notification and can see within your ClearQuote dashboard the exact date and time when the client opened the proposal link, providing valuable insight for follow-up.

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 provides unlimited proposal generation for a flat monthly fee. This allows you to use the service for as many clients and quotes as needed without worrying about per-document costs.

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 subscription includes all core features: AI-generated insurance proposals, full agency branding with your logo and colors, branded email delivery to clients, client proposal viewing and tracking, and the creation of unlimited proposals.