ClearQuote

ClearQuote is an AI-powered software platform designed specifically for insurance agencies to transform raw carrier quotes into professional, client-ready proposals. The product addresses a critical pain point in the insurance sales process: the time-consuming and often inconsistent task of manually compiling and formatting quotes from multiple carriers into a single, persuasive document. ClearQuote automates this workflow. Agents simply upload PDF or digital quotes from any insurance carrier. The platform's AI then intelligently parses the data, identifies key coverage details and premiums, and instantly generates a polished, comparison-ready proposal. This proposal is fully branded with the agency's own logo, colors, and identity, presenting a unified and professional front to the client. The finalized proposal can be sent directly to clients via a branded email with a trackable link, providing insights into client engagement. By streamlining proposal creation from a manual task taking hours down to under five minutes, ClearQuote empowers agencies to close deals faster, enhance their professional image, and improve operational efficiency.

Universal Quote Upload

ClearQuote accepts and processes insurance quotes from any carrier, regardless of format. The system's intelligent parsing engine accurately extracts key data points such as coverage types, limits, deductibles, and premiums, eliminating the need for manual data entry. This universal compatibility ensures a seamless workflow without forcing agencies to change their existing carrier relationships or quote procurement methods.

AI-Powered Proposal Generation

At the core of ClearQuote is an AI engine that automatically structures uploaded quote data into a clear, compelling, and comparison-ready proposal. It formats information into an easy-to-understand layout, highlights the best available rate, and creates persuasive narrative sections. This ensures every proposal is consistently professional, polished, and designed to facilitate the client's decision-making process, all without requiring any design or copywriting skills from the agent.

Full Agency Branding

Every proposal generated by ClearQuote is fully customized with your agency's branding. The platform allows you to incorporate your logo, brand colors, and contact information directly into the proposal template. This transforms a generic carrier document into a branded agency presentation, reinforcing your professional identity and building trust with clients throughout the sales conversation.

Trackable Client Delivery

ClearQuote includes a built-in delivery system for sending proposals directly to clients. Agents can email a secure, branded link to the proposal. The platform then provides tracking notifications, alerting you when the client opens the proposal and views its contents. This visibility into client engagement helps agents follow up at the optimal time and provides valuable insights into prospect interest.

Accelerating New Business Proposals

For agents pursuing new clients who have requested quotes from multiple carriers, ClearQuote drastically reduces the turnaround time. Instead of spending hours compiling and formatting, agents can upload all received quotes and generate a branded, comparative proposal in minutes. This speed allows for faster submission, demonstrating professionalism and responsiveness that can be a key competitive advantage in winning new business.

Streamlining Policy Renewal Presentations

During renewal seasons, agencies can use ClearQuote to efficiently present renewal options alongside competitive alternatives. By uploading the incumbent carrier's renewal quote and new market quotes, the AI creates a clear side-by-side comparison. This provides existing clients with a transparent, professional overview of their options, facilitating informed renewal conversations and potentially preventing client attrition.

Enhancing Agency Marketing and Consistency

ClearQuote ensures that every client-facing proposal maintains a high, consistent standard of quality and branding. This uniformity strengthens the agency's overall market image and professional reputation. It serves as a powerful marketing tool in itself, as polished documents leave a lasting positive impression on clients, who may then refer other prospects based on the professional experience.

Improving Sales Process Management

The tracking functionality of ClearQuote adds a layer of management to the sales pipeline. Knowing exactly when a client has viewed a proposal allows agents to time their follow-up calls or emails perfectly—when the information is fresh in the client's mind. This data-driven approach to sales activity can lead to higher conversion rates and more efficient time management for agency staff.

What carrier quotes does ClearQuote support?

ClearQuote is designed to support quotes from any insurance carrier. The AI parsing technology is built to recognize and extract data from a wide variety of standard PDF and digital quote formats commonly used across the industry. You can upload multiple quotes from different carriers into a single proposal for easy comparison.

How does the agency branding work?

Upon signing up, you will be guided to input your agency's branding elements, including your logo, primary brand colors, and contact information. ClearQuote's template engine then automatically applies this branding to every proposal you generate, ensuring a consistent and professional look that represents your agency on every client-facing document.

Can I track if my client has seen the proposal?

Yes, client tracking is a built-in feature. When you send a proposal via ClearQuote's email system, it delivers a unique, branded link to your client. The platform will notify you via your dashboard when the client opens that link and views the proposal, providing valuable insight into their engagement level.

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.

ClearQuote offers a straightforward monthly subscription plan designed for unlimited use. The service includes a 14-day free trial with 3 proposals included, requiring no credit card to start. After the trial, the plan is $49 per month. This single plan includes all core features: unlimited AI-generated insurance proposals, full customization with your agency branding (logo & colors), branded email delivery to clients, and client proposal viewing and tracking.