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 by automating the time-consuming and error-prone task of manually compiling and formatting proposal documents. The core value proposition is efficiency and professionalism: agents can upload quotes from any insurance carrier, and ClearQuote's AI instantly generates a polished, comparison-ready proposal that is fully branded with the agency's logo, colors, and identity. This process, which traditionally could take hours, is completed in under five minutes. The platform is built for independent agents, brokers, and agency teams who want to present options to their clients in a clear, compelling, and branded format that enhances credibility and supports faster decision-making. Beyond creation, ClearQuote includes tools for directly sending proposals to clients via branded email and tracking when they are viewed, providing valuable insights into client engagement and helping agents follow up more effectively.

Universal Quote Upload

ClearQuote accepts and intelligently parses insurance quotes from any carrier, regardless of format. The system automatically extracts key details like coverage limits, deductibles, and premiums, eliminating the need for manual data entry. This universal compatibility ensures a seamless workflow, allowing agents to consolidate multiple carrier options into a single, coherent document without switching between different systems or dealing with inconsistent file types.

AI-Powered Proposal Generation

At the heart of ClearQuote is an AI engine that structures uploaded quote data into a professionally formatted proposal. It automatically creates easy-to-understand comparisons, highlights the best rates, and presents coverage details in a client-friendly manner. The AI ensures consistency, clarity, and a persuasive narrative flow, turning complex insurance data into a simple, decision-ready document that helps clients understand their options at a glance.

Full Agency Branding

Every proposal generated is fully customized with your agency's branding. This includes automatically applying your agency's logo, color scheme, and contact information to the proposal document and all related communications. This feature reinforces your professional identity with the client, making the proposal an extension of your agency's marketing and ensuring you, not the carrier, remain the central point of trust and service.

Client Delivery & Engagement Tracking

ClearQuote provides integrated tools to send the finalized proposal directly to your client via a branded email. More importantly, it includes tracking capabilities that notify you when the client opens the proposal link and views the document. This provides critical insight into client interest and timing, enabling more informed and timely follow-up conversations to help close deals faster.

New Client Onboarding & Proposals

When acquiring a new client, agents often need to present multiple coverage options from different carriers. ClearQuote streamlines this by allowing agents to quickly assemble all gathered quotes into a single, branded proposal. This professional presentation during the onboarding process immediately establishes credibility, demonstrates thoroughness, and simplifies the client's decision-making, leading to higher close rates and a positive first impression.

Annual Policy Reviews and Renewals

For existing clients, agents conduct annual reviews to ensure coverage remains optimal and competitive. ClearQuote is perfect for this use case, enabling agents to easily compare the client's current policy with new quotes from other carriers. The resulting proposal clearly shows potential savings or coverage improvements, facilitating a productive renewal conversation and helping to retain clients by proactively demonstrating value.

Commercial Lines Proposals

Commercial insurance proposals are typically complex, involving multiple coverage types and carriers. ClearQuote handles this complexity by parsing detailed commercial quotes and presenting them in an organized, comparative format. This allows business clients to easily evaluate their options on key factors like coverage, exclusions, and cost, making it easier for agents to explain recommendations and secure the account.

Marketing and Lead Follow-Up

When responding to insurance leads, speed and professionalism are key. Agents can use ClearQuote to rapidly turn received quotes into a polished proposal to send to the prospective client. The quick turnaround time, combined with a high-quality, branded document, sets the agent apart from competitors who may still be manually compiling information, increasing the likelihood of winning the new business.

What carriers does ClearQuote support?

ClearQuote is designed to support quotes from any insurance carrier. The AI-powered parsing technology can interpret data from a wide variety of quote formats, whether they are PDFs, documents, or digital files from carrier portals. You can upload multiple quotes from different companies, and ClearQuote will consolidate them into one unified proposal.

How does the agency branding work?

During your initial account setup, you will upload your agency's logo and select your brand colors. Once configured, ClearQuote automatically applies this branding to every proposal you generate. This includes the proposal document header, footer, and layout, as well as the email that is sent to your client, ensuring a completely seamless and professional branded experience.

Can I track if my client has viewed the proposal?

Yes, client engagement tracking is a core feature. When you send a proposal via ClearQuote's built-in email tool, it includes a unique link. You will receive a notification when your client opens that link and views the proposal. This insight helps you understand their level of interest and know the perfect time to follow up.

Is there a free trial available?

Yes, ClearQuote offers a 14-day free trial with no credit card required to start. The trial includes the ability to create and send up to 3 full proposals, giving you ample opportunity to test the entire workflow—from quote upload to branded delivery and tracking—before committing to a subscription.

ClearQuote offers simple, transparent pricing with a single comprehensive plan. The service includes a 14-day free trial with 3 proposals included, requiring no credit card to begin. After the trial, the subscription is priced at $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.