ClearQuote

ClearQuote is an innovative software tool designed specifically for insurance agents who want to streamline the process of creating professional proposals. By leveraging the power of artificial intelligence, ClearQuote transforms carrier quotes into polished, agency-branded insurance proposals in just minutes. This platform allows agents to upload quotes from any carrier effortlessly, eliminating the tedious manual work often associated with proposal generation. ClearQuote is perfect for agencies of all sizes looking to enhance their proposal quality and presentation. The main value proposition lies in its ability to save time while providing a professional touch, ultimately helping agents close deals more effectively. With built-in tracking capabilities, agents can follow up with clients confidently, knowing when their proposals have been viewed.

Upload Carrier Quotes

This feature allows users to easily drop in quotes from any insurance carrier. ClearQuote automatically parses the details, saving agents from the hassle of manual data entry and ensuring accuracy in the proposal creation process.

AI Generates Your Proposal

Once the quotes are uploaded, ClearQuote's AI takes over to craft a polished, comparison-ready proposal. This feature ensures that the proposals not only look professional but also align with the agency's branding, incorporating logos and colors seamlessly.

Send to Your Client

With the proposal generated, agents can send a branded proposal link directly to their clients via email. This feature simplifies the delivery process and enhances client engagement by providing a professional presentation of options.

Client Proposal Viewing & Tracking

ClearQuote includes built-in tracking that allows agents to monitor when clients view their proposals. This feature provides valuable insights into client engagement and helps agents know the right time to follow up, increasing the chances of closing deals.

Streamlining Proposal Creation

Insurance agents can use ClearQuote to quickly generate proposals from multiple carriers, saving significant time and effort. This is particularly useful during busy seasons when agents need to serve many clients efficiently.

Enhancing Client Engagement

By sending beautifully branded proposals that clients can easily view, agents can improve their engagement rates. ClearQuote helps agents present information clearly and professionally, making it easier for clients to compare options.

Following Up with Clients

With tracking capabilities, agents can determine when clients have viewed their proposals. This allows for timely follow-ups, ensuring that agents can address any questions or concerns, which can lead to increased conversion rates.

Customizing Brand Presence

ClearQuote enables insurance agencies to maintain a consistent brand presence across all proposals. By customizing the look and feel with agency logos and colors, agents can reinforce their brand identity and professionalism.

How does ClearQuote generate proposals?

ClearQuote uses advanced AI technology to analyze the quotes uploaded by agents and automatically create a polished, branded proposal that is easy to read and compare.

Can I upload quotes from any carrier?

Yes, ClearQuote is designed to accept quotes from any insurance carrier, making it versatile and adaptable for different agencies and their needs.

Is there a free trial available?

Yes, ClearQuote offers a 14-day free trial that allows users to create up to three proposals without requiring a credit card, making it easy to explore the platform's capabilities.

What if I need more proposals than the trial allows?

If you find ClearQuote valuable and need to create more proposals, you can subscribe to the monthly plan, which allows for unlimited proposals and additional features to enhance your agency's efficiency.