ClearQuote

ClearQuote is an AI-powered software platform designed specifically for insurance agencies to transform raw carrier quotes into professional, client-ready proposals. The tool 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. ClearQuote automates this workflow. Agents simply upload PDF or document quotes from any insurance carrier. The platform's AI then intelligently parses the data, extracts key coverage details and premiums, and instantly generates a beautifully formatted, comparison-ready proposal. This proposal is fully branded with the agency's own logo, colors, and identity, presenting a unified, professional front to the client. The final proposal can be sent directly to clients via a branded email with a trackable link, providing insights into client engagement. By turning a cumbersome administrative task into a five-minute process, ClearQuote empowers agencies to close deals faster, enhance their professional image, and provide a superior 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 errors when compiling information from multiple sources for a client comparison.

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 structures the information into a clear, comparison-ready format, highlighting key differences and presenting the best value options. The AI ensures consistency and professionalism in every document, moving far beyond a simple copy-paste of carrier PDFs.

Full Agency Branding

Every proposal generated is seamlessly branded with your agency's identity. ClearQuote allows you to incorporate your logo, brand colors, and contact information directly into the proposal template. This transforms a generic carrier quote into your agency's own professional presentation, reinforcing your brand and building trust with clients throughout the sales process.

Client Delivery & Engagement Tracking

ClearQuote includes built-in tools to send the finalized proposal directly to your client via a branded email. More importantly, it provides tracking capabilities that notify you when the client opens the proposal link and views the document. This valuable engagement data helps you follow up at the right moment and understand client interest levels.

Presenting Multi-Carrier Options to New Clients

When prospecting for a new client, an agent often gathers quotes from 3-4 different carriers to find the best coverage and rate. ClearQuote is perfect for compiling these disparate quotes into a single, branded proposal that clearly compares options, making it easy for the client to review and make an informed decision, thereby speeding up the sales cycle.

Streamlining Annual Policy Reviews

For existing clients, agents conduct annual reviews to ensure coverage remains competitive. Instead of sending multiple renewal notices from different carriers, the agent can use ClearQuote to upload any new comparison quotes alongside the renewal, creating a clean, branded document that demonstrates proactive service and justifies recommendations for change.

Enhancing Professionalism for Independent Agencies

Independent agencies and solo agents can leverage ClearQuote to present a polished, corporate-level image without a large marketing budget. The AI-generated, professionally branded proposals help smaller agencies compete with larger rivals by delivering a superior, technology-driven client experience that builds credibility and trust.

Improving Efficiency for High-Volume Producers

Busy agents who handle a high volume of quotes can reclaim hours each week by automating the proposal creation process. ClearQuote eliminates the manual work of copying, pasting, and formatting, allowing producers to focus on selling and client relationships rather than administrative document preparation.

What file formats can I upload to ClearQuote?

ClearQuote is designed to parse standard quote documents from insurance carriers. This typically includes PDF files, which are the most common format for carrier quotes. The AI is built to recognize and extract data from a wide variety of these standardized documents, though for optimal accuracy, ensuring the upload is a clear, unaltered carrier-generated PDF is recommended.

How does the agency branding work?

During your account setup, you will be prompted to upload your agency's logo and select or input your brand's primary colors. ClearQuote then applies this branding automatically to every proposal you generate. The final document will feature your logo prominently and use your color scheme for headers, highlights, and borders, creating a cohesive and professional presentation.

Can I track if my client has viewed the proposal?

Yes, client engagement tracking is a built-in feature. When you send a proposal via ClearQuote's email tool, it includes a unique link to the online proposal. You will receive a notification or can check within your dashboard to see when the client opens that link and views the document, providing valuable insight for timely follow-up.

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

ClearQuote offers a simple, transparent pricing model. After a 14-day free trial that includes 3 proposals, the standard subscription plan is $49 per month. This plan includes unlimited AI-generated proposals, allowing you to use the service for all your clients without worrying about per-document fees or caps.

ClearQuote offers straightforward pricing to fit the needs of insurance agencies. You can start with a 14-day free trial that includes 3 sample proposals and does not require a credit card. After the trial, the service is available for a flat rate of $49 per month. This subscription includes access to all core features: unlimited AI-generated insurance proposals, full agency branding with your logo and colors, branded email delivery to clients, and client proposal viewing and tracking.