ClearQuote

ClearQuote is an AI-powered software platform designed specifically for insurance agencies to streamline and enhance their client proposal process. It transforms raw, often disparate carrier quotes into a single, polished, and professional insurance proposal document. The core value proposition lies in its ability to save agents significant time while dramatically improving the presentation and clarity of their offerings, ultimately helping to close more deals. Agents simply upload PDF or document quotes from any insurance carrier. ClearQuote's AI then intelligently parses the data, extracts key coverage details and premiums, and automatically generates a comparison-ready proposal. This proposal is fully branded with the agency's own logo, colors, and identity, presenting a unified, client-facing document that builds trust and authority. The entire workflow, from upload to sending, is designed to take under five minutes. ClearQuote also includes tools for directly emailing proposals to clients and tracking when they are opened, providing valuable insights into client engagement. It is the ideal solution for independent agents, brokers, and agencies looking to modernize their sales process, reduce administrative overhead, and present a consistently professional image that helps clients make confident, informed decisions.

Universal Quote Upload & AI Parsing

ClearQuote accepts uploaded quotes from any insurance carrier in common document formats. Its advanced AI engine automatically scans, reads, and extracts critical data points such as premium costs, coverage types, limits, deductibles, and policy terms. This eliminates the need for manual data entry, copy-pasting, or reformatting, ensuring accuracy and saving agents from tedious administrative work right from the start.

AI-Generated, Branded Proposals

This is the core intelligence of ClearQuote. Once data is extracted, the AI crafts a complete, easy-to-understand proposal. It organizes information into a clear, side-by-side comparison format, highlighting the best rates and key differences between carrier options. Crucially, the proposal is automatically formatted with your agency's specific branding, including your logo, color scheme, and contact information, presenting a polished and professional document that reinforces your brand identity.

Branded Email Delivery & Client Tracking

ClearQuote integrates a seamless delivery system. You can send the finalized proposal directly to your client via a branded email from within the platform. More importantly, it includes built-in tracking that notifies you the moment your client opens the proposal link. This provides actionable insight into client interest and helps you follow up at the perfect time, increasing the likelihood of closing the sale.

Unlimited Proposal Generation

Under its simple monthly subscription, ClearQuote offers unlimited proposal creation. This allows agencies to use the tool for every client and every scenario, from simple auto insurance comparisons to complex commercial packages, without worrying about per-document fees or caps. It scales with your business, ensuring the tool remains cost-effective as your client base and quote volume grow.

Presenting Multi-Carrier Options to New Clients

When a new client requests quotes, an agent can gather options from several carriers. Instead of forwarding three separate, confusing PDFs, the agent uses ClearQuote to combine them into one clean, branded proposal. This simplifies the decision-making process for the client, clearly showcases the agent's role as an unbiased advisor, and presents all research in a professional format that builds immediate credibility.

Renewal Season and Policy Reviews

During annual renewal periods, agents can efficiently compare a client's existing policy with new quotes from alternative carriers. ClearQuote generates a straightforward proposal showing the incumbent policy versus potential new options, making it easy to demonstrate added value or potential savings. This proactive approach can prevent client attrition and open conversations about coverage upgrades.

Streamlining Commercial Insurance Presentations

Commercial insurance quotes are notoriously complex. ClearQuote is invaluable for breaking down lengthy commercial proposals from different carriers into a concise, comparable format. Agents can highlight critical liability limits, coverage differences, and cost savings for their business clients, making a complicated purchase much more understandable and facilitating faster, more confident decisions.

Enhancing Agency Branding and Professionalism

For agencies aiming to stand out, ClearQuote ensures every client interaction is consistently professional. By delivering every proposal with custom agency branding, it moves the focus away from the carrier's generic documents and onto the agency's own trusted brand. This reinforces brand recognition, creates a premium service experience, and differentiates the agency from competitors who send unformatted carrier PDFs.

What file formats can I upload to ClearQuote?

ClearQuote is designed to parse 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 built to recognize and extract data from these standard layouts, though for optimal results, providing clear, digital copies of the quotes is recommended.

How does the agency branding work?

During your initial setup, you will provide your agency's logo and select or input your brand's primary color codes. ClearQuote's system then automatically applies this branding to every proposal you generate. This includes placing your logo prominently on the document and using your colors for headers, highlights, and design elements, ensuring a seamless and professional client experience.

Can I track if my client has viewed the proposal?

Yes, client tracking is a built-in feature. When you send a proposal via ClearQuote's email system, it includes a unique link. You will receive a notification when the client opens that link to view the proposal. This tracking provides valuable insight into client engagement and helps you time your follow-up communication perfectly.

Is there a limit to the number of quotes I can include in one proposal?

Based on the provided information, ClearQuote is designed to handle multiple carrier comparisons within a single proposal, as demonstrated by the example showing three carriers. The platform is built for comparison, allowing you to consolidate several quotes into one unified document to provide your client with a clear, comprehensive overview of their options.

ClearQuote offers a simple, transparent monthly subscription plan priced at $49 per month. This plan includes all core features: AI-generated insurance proposals, full agency branding with your logo and colors, branded email delivery to clients, and client proposal viewing and tracking. A key benefit is the inclusion of unlimited proposals, allowing you to use the service for every client without restriction. New users can start with a 14-day free trial that includes 3 sample proposals, and no credit card is required to begin the trial.