ClearQuote

ClearQuote is an AI-powered platform designed specifically for insurance agencies to transform raw carrier quotes into professional, client-ready proposals. It addresses the time-consuming and often inconsistent process of manually compiling quotes from various carriers into a single, presentable document. The core value proposition is efficiency and professionalism: agents can upload quotes from any insurance carrier, and ClearQuote's AI instantly generates a polished, comparison-ready proposal that is fully branded with the agency's own logo, colors, and identity. This process, which traditionally could take hours, is completed in under five minutes. The platform then facilitates seamless delivery by allowing agents to send a branded proposal link directly to clients, complete with built-in tracking to see when the proposal is viewed. Ultimately, ClearQuote empowers agencies to present their recommendations with unmatched clarity and polish, enhancing their credibility and helping to close more deals faster.

AI-Powered Proposal Generation

The core intelligence of ClearQuote automatically parses uploaded carrier quote documents, extracting key details like coverage, limits, and premiums. It then structures this information into a clean, easy-to-understand comparison format, writing clear descriptions and highlighting the best value options, all without any manual data entry from the agent.

Full Agency Branding

Every proposal generated is seamlessly wrapped in your agency's professional identity. ClearQuote applies your uploaded logo, brand colors, and contact information to create a document that looks and feels like it came directly from your office, reinforcing your brand with every client interaction and building trust.

Branded Client Delivery & Tracking

Proposals are sent to clients via a custom-branded email that maintains your agency's professional image. More importantly, the platform provides tracking notifications, so you know exactly when your client opens the proposal link, allowing for perfectly timed follow-ups and valuable insights into client engagement.

Universal Carrier Compatibility

ClearQuote is built to work with the diverse landscape of the insurance industry. It can accept and parse quote documents from any carrier or managing general agent (MGA), eliminating the hassle of dealing with multiple, inconsistent formats and ensuring a smooth workflow regardless of your carrier partners.

Accelerating New Business Proposals

When competing for a new client who has requested multiple quotes, an agent can quickly upload all carrier options into ClearQuote. Within minutes, they have a single, branded proposal that clearly compares coverages and prices, enabling them to present a professional recommendation faster than competitors and win the business.

Streamlining Policy Renewals

During renewal season, agents can use ClearQuote to efficiently present renewal options and alternative quotes. Uploading the incumbent carrier's renewal offer alongside competitive quotes allows for the creation of a clear, branded comparison that justifies recommendations and improves retention rates with a superior client experience.

Enhancing Large Account Presentations

For complex commercial or high-value personal lines accounts with multiple coverage lines and carriers, ClearQuote organizes sprawling quote information into a coherent, polished narrative. This transforms overwhelming data into a digestible proposal that builds confidence and demonstrates thorough, professional stewardship to the client.

Improving Marketing & Agency Consistency

Agencies can ensure every client-facing proposal maintains a consistent, high-quality standard, regardless of which producer creates it. This elevates the overall brand perception in the market and turns the proposal process into a reliable, scalable marketing tool that reflects the agency's commitment to professionalism.

What file formats can I upload for quotes?

ClearQuote is designed to parse standard quote documents from carriers. You can typically upload PDF files, which are the most common format for insurance quotes. The AI is trained to extract key data from these documents, though for optimal results, ensure the uploaded file is clear and uncorrupted.

How does the agency branding work?

During your initial setup, you will upload your agency's logo and select your primary brand colors. ClearQuote's system then automatically applies this branding to every proposal you generate, including the proposal document itself and the email used to send it to your client, ensuring a seamless professional appearance.

Can I edit the proposals generated by the AI?

Yes, while the AI creates a complete and polished first draft, you retain full control. You can review, tweak, and customize any part of the generated proposal before sending it to your client, allowing you to add personal notes or adjust the emphasis to suit your specific sales strategy.

Is my client's data secure?

Absolutely. ClearQuote takes data security and privacy seriously. The platform uses industry-standard encryption for data in transit and at rest. Client information is used solely for the purpose of generating your proposals and is handled in compliance with relevant privacy regulations to protect your agency and your clients.

ClearQuote offers a simple, transparent subscription model. It begins with a 14-day free trial that includes 3 proposals and does not require a credit card to start. After the trial, the service is available for a flat rate of $49 per month. This plan includes 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.