ClearQuote

ClearQuote is a cutting-edge AI-powered tool designed specifically for insurance agencies. It transforms carrier quotes into professionally branded proposals that resonate with clients. By simply uploading quotes from any insurance carrier, users can instantly receive comparison-ready proposals, eliminating the tedious manual process. ClearQuote is ideal for insurance agents and brokers who need to streamline their proposal creation process while maintaining a professional appearance. The platform allows agencies to showcase their brand identity, enhancing client trust and engagement. With built-in tracking features, agents can monitor client interactions with proposals, providing insights that can lead to closing more deals efficiently. ClearQuote not only saves time but also empowers agencies to present their offerings in a polished and compelling manner, ensuring that they stand out in a competitive market.

Upload Carrier Quotes

Easily upload quotes from any insurance carrier into ClearQuote. The platform automatically parses and organizes the quote details, saving you valuable time and ensuring accuracy in your proposals.

AI Generates Your Proposal

ClearQuote's AI rapidly crafts a polished, comparison-ready proposal that reflects your agency's branding. This feature allows users to focus on what matters most: engaging with clients and closing deals.

Branded Email Delivery

Send your proposals via a branded email link directly to clients. This feature enhances your agency's professionalism and ensures that your communications are consistent with your brand identity.

Client Proposal Tracking

Gain valuable insights with built-in tracking that notifies you when clients view your proposals. This feature helps you follow up effectively and gauge client interest, leading to better conversion rates.

Streamlined Proposal Creation

Insurance agents can drastically reduce the time spent creating proposals by using ClearQuote. By uploading carrier quotes and leveraging AI, agents can generate professional proposals in under five minutes, allowing for more time to focus on client relationships.

Enhanced Client Engagement

With the ability to send branded emails containing proposals, agents can improve their client engagement. ClearQuote ensures that proposals look polished and professional, fostering trust and encouraging clients to review and respond.

Improved Deal Closure Rates

By utilizing ClearQuote's tracking feature, agents can see when clients view their proposals. This insight allows agents to time their follow-ups effectively, increasing the chances of closing deals.

Customizable Branding Options

Agencies can customize their proposals with their branding elements, including logos and colors. This feature helps maintain brand consistency and creates a recognizable identity that clients can connect with.

How does ClearQuote work?

ClearQuote simplifies proposal creation by allowing users to upload quotes from any carrier. The AI system then generates a branded proposal in minutes, which can be sent directly to clients.

Is there a free trial available?

Yes, ClearQuote offers a 14-day free trial that includes three proposals. This allows users to explore the platform's features without any initial financial commitment.

Can I customize my proposals?

Absolutely. ClearQuote allows you to incorporate your agency's branding elements, including logos and color schemes, ensuring that your proposals are consistent with your overall brand identity.

What kind of tracking does ClearQuote provide?

ClearQuote includes built-in tracking that notifies you when clients view your proposals. This feature helps you gauge client interest and plan timely follow-ups for optimal engagement.