ClearQuote

ClearQuote is an AI-powered software solution designed specifically for insurance agencies to transform raw carrier quotes into professional, client-ready proposals. The platform addresses a critical pain point in the insurance sales process: the time-consuming and inconsistent task of manually compiling and formatting quotes from multiple carriers into a single, persuasive document. ClearQuote automates this workflow, allowing agents to simply upload quotes from any insurance carrier. Its AI engine then instantly analyzes the data, extracts key coverage details and premiums, and generates a polished, comparison-ready proposal. This proposal is fully branded with the agency's logo, colors, and identity, presenting a unified, professional front to the client. Agents can then send this branded proposal directly to clients via email with built-in tracking to see when it is viewed. By streamlining proposal creation from a manual chore taking hours into a task completed in under five minutes, ClearQuote empowers agencies to operate more efficiently, enhance their professional image, and close deals faster with clear, compelling presentations.

Universal Quote Upload

ClearQuote accepts and processes insurance quotes from any carrier, eliminating format compatibility issues. Simply drag and drop or upload your PDF or document files. The AI parses complex documents to accurately extract policy details, coverage limits, deductibles, and premiums, saving you from manual data entry and reducing the risk of errors in your final proposal.

AI-Powered Proposal Generation

At the core of ClearQuote is an intelligent AI that automatically crafts a polished, easy-to-understand proposal. It organizes disparate carrier information into a clean, side-by-side comparison format, highlighting key differences and identifying the best rate. This transforms raw data into a narrative that clearly communicates value and options to your client, all generated in seconds.

Full Agency Branding

Every proposal generated is seamlessly branded with your agency's professional identity. The system incorporates your logo, brand colors, and contact information, ensuring the final document reinforces your agency's credibility and market presence. This creates a consistent, white-labeled client experience that makes your agency the focal point of the proposal.

Client Delivery & Engagement Tracking

ClearQuote includes a built-in tool to send your branded proposal directly to clients via a trackable link. You can monitor engagement in real-time, receiving notifications when your client opens the proposal. This insight allows for timely follow-ups and helps you gauge client interest, moving the sales process forward more effectively.

New Client Onboarding & Prospecting

When acquiring a new client, you often gather multiple quotes to find them the best coverage. ClearQuote allows you to quickly consolidate these options into a single, branded proposal that clearly outlines your recommended solution. This professional presentation during the onboarding stage builds immediate trust and demonstrates thoroughness, helping to secure the new business.

Annual Policy Reviews & Renewals

For existing clients, annual reviews are crucial. Instead of sending disjointed renewal notices or separate carrier documents, use ClearQuote to create a comprehensive review proposal. You can compare their current policy with new options or updated coverage, presenting the review in a clear, branded format that facilitates informed decisions and retains client loyalty.

Multi-Line Account Presentations

When bundling home, auto, and other policies for a client, managing multiple quotes becomes complex. ClearQuote simplifies this by allowing you to upload all relevant quotes. The AI can organize them by line of coverage within one unified proposal, making it easy for the client to see the total picture and value of consolidating their insurance with your agency.

Competitive Quote Scenarios

When a client receives a quote from a direct carrier or a competitor, you need to respond swiftly and effectively. Upload the competitive quote along with your own alternatives into ClearQuote. Instantly generate a professional comparison that highlights the strengths of your offerings, allowing you to present a compelling, data-driven counter-proposal to win back the business.

ClearQuote offers a simple, transparent subscription model with a risk-free trial to start. New users can begin with a 14-day free trial that includes the creation of 3 full proposals, and no credit card is required to sign up. After the trial, the service is available for a flat rate of $49 per month. This plan includes unlimited AI-generated insurance proposals, full agency branding with your logo and colors, branded email delivery to clients, and client proposal viewing and tracking features.

What file formats can I upload to ClearQuote?

ClearQuote is designed to parse and extract data from standard document formats commonly used by insurance carriers. This typically includes PDF files, which are the most frequent output from carrier rating systems. The AI is trained to recognize and interpret the structured and semi-structured data within these documents to populate your proposal accurately.

How does the agency branding work?

Upon signing up, you will be guided to upload your agency's logo and specify your brand color palette within the ClearQuote platform. Once set, these elements are automatically applied to every proposal you generate. This ensures a consistent, professional look that presents your agency as the source of the recommendation, not the individual carriers.

Can I edit the proposals generated by the AI?

Yes, while ClearQuote's AI provides a complete, polished draft, you retain full control. The generated proposal is fully editable before sending it to your client. You can adjust text, add personalized notes, emphasize specific coverage points, or modify the layout to ensure the final document perfectly matches your client's needs and your sales approach.

What does the proposal tracking tell me?

The built-in tracking provides actionable engagement metrics. When you send a proposal via ClearQuote's email system, you receive a notification when the client opens the unique link to view the document. This tells you they have received it and are reviewing your offer, signaling the perfect moment for a follow-up call or email to answer questions and close the deal.