ClearQuote

ClearQuote is an innovative tool designed to streamline the insurance proposal process for agents and agencies. By leveraging advanced AI technology, ClearQuote transforms carrier quotes into polished, agency-branded proposals in mere minutes. This tool is perfect for insurance agents who need to deliver professional and visually appealing proposals to their clients quickly. With ClearQuote, you can upload quotes from any carrier and receive a comparison-ready proposal that not only presents the data clearly but also reflects your agency's branding. It simplifies the communication process with clients through branded email delivery, and built-in tracking features allow agents to monitor when their proposals are viewed. This efficiency not only saves time but also enhances the likelihood of closing deals, making ClearQuote an essential companion for any insurance professional looking to elevate their client interactions.

Upload Carrier Quotes

With ClearQuote, you can easily upload quotes from any insurance carrier. The platform intelligently parses the details, so you don't have to worry about manual entry or formatting.

AI Generates Your Proposal

Once you've uploaded the quotes, ClearQuote's AI seamlessly generates a polished, comparison-ready proposal. This proposal is customized with your agency's branding, ensuring a professional appearance that resonates with your clients.

Send to Your Client

After generating the proposal, you can email a branded link directly to your client. This streamlined process makes it easy to share information while keeping your agency's brand front and center.

Client Proposal Viewing & Tracking

ClearQuote includes a built-in tracking feature that allows you to see when your clients view the proposal. This transparency helps you follow up at the right time and increases your chances of closing the deal.

Homeowners Insurance Proposals

Agents can quickly generate and send homeowners insurance proposals to clients, showcasing the best rates from various carriers. The comparison-ready format makes it easy for clients to understand their options.

Small Business Insurance

For agents working with small businesses, ClearQuote simplifies the process of presenting multiple insurance quotes, allowing business owners to make informed decisions without feeling overwhelmed by data.

Auto Insurance Quotes

ClearQuote can be utilized to create professional auto insurance proposals, highlighting the best rates and coverage options. This efficiency can significantly improve client satisfaction and retention.

Health Insurance Proposals

Insurance agents can leverage ClearQuote to present health insurance options to clients clearly and professionally. The ability to track proposal views ensures timely follow-ups and better client engagement.

How long does it take to create a proposal with ClearQuote?

Creating a proposal with ClearQuote takes less than five minutes. Simply upload your carrier quotes, and the AI will generate a polished proposal almost instantly.

Can I use ClearQuote with any insurance carrier?

Yes, ClearQuote is designed to work with quotes from any insurance carrier. You simply need to upload the quotes, and the platform will handle the rest.

Is there a free trial available for ClearQuote?

Absolutely! ClearQuote offers a 14-day free trial that includes up to three proposals, allowing you to test the platform and see how it can benefit your agency without any credit card requirements.

What features are included in the monthly subscription?

The monthly subscription includes unlimited AI-generated insurance proposals, your agency branding, branded email delivery, and client proposal viewing and tracking features, ensuring a comprehensive solution for your proposal needs.