ClearQuote

ClearQuote is an AI-powered software platform designed specifically for insurance agencies to transform raw carrier quotes into professional, client-ready proposals. It addresses a critical pain point in the insurance sales process: the time-consuming and often inconsistent task of manually compiling and formatting quotes from multiple carriers into a single, persuasive document. By simply uploading PDFs or documents from any insurance carrier, ClearQuote's AI instantly parses the complex data, extracts key coverage details and premiums, and generates a polished, comparison-ready proposal. This proposal is automatically branded with the agency's logo, colors, and identity, presenting a unified, professional front to the client. The platform then enables agents to send this branded proposal directly via email with built-in tracking to see when the client views it. Ultimately, ClearQuote empowers agencies to close deals faster by delivering clear, compelling, and trustworthy proposals in minutes instead of hours, enhancing both operational efficiency and the client experience.

Universal Carrier Quote Upload

ClearQuote accepts and processes quotes from any insurance carrier, eliminating format compatibility issues. The AI engine intelligently parses PDFs and documents to accurately extract policy details, coverage limits, deductibles, and premiums, saving agents from hours of manual data entry and reducing the risk of human error in proposal creation.

AI-Powered Proposal Generation

At the core of ClearQuote is an AI that automatically structures uploaded quotes into a clear, easy-to-understand comparison. It generates polished narrative summaries, highlights key differences, and presents the information in a client-friendly format that emphasizes value and clarity, making it easier for clients to make informed decisions.

Full Agency Branding

Every proposal generated is seamlessly branded with your agency's identity. The platform allows you to incorporate your logo, brand colors, and contact information directly into the proposal template. This ensures a consistent and professional presentation that reinforces your agency's brand with every client interaction.

Branded Delivery & Client Tracking

ClearQuote provides tools to send the finished proposal directly to your client via a branded email. More importantly, it includes built-in tracking that notifies you the moment your client opens the proposal link. This insight allows for perfectly timed follow-ups and provides valuable engagement metrics.

Streamlining New Client Onboarding

When acquiring a new client who needs quotes from multiple carriers, an agent can upload all received quotes into ClearQuote. Within minutes, they have a single, branded proposal to send, dramatically speeding up the onboarding process and making a powerful first impression with professional documentation.

Annual Policy Reviews and Renewals

For existing clients, agents can use ClearQuote during renewal periods to compare the incumbent carrier's offer against new market quotes. Creating a side-by-side comparison proposal demonstrates proactive service and provides a clear rationale for staying or switching, facilitating informed renewal conversations.

Competitive Re-quoting for Retention

When a client presents a competitor's quote, an agent can quickly upload both the competitor's offer and their own best alternative into ClearQuote. The AI-generated comparison proposal can then be used to visually defend your offering, highlight coverage advantages, and win back the business with a professional, data-driven response.

Commercial Lines Proposal Creation

The platform is equally effective for commercial insurance. Agents can manage complex commercial quotes involving multiple lines of coverage (e.g., General Liability, Property, Auto) from different carriers, consolidating them into one coherent, branded proposal that simplifies the decision-making process for business owners.

What file formats does ClearQuote accept for quotes?

ClearQuote is designed to accept the most common formats used by insurance carriers, primarily PDF documents. The AI is trained to parse data from these standard quote documents. For optimal results, ensure the uploaded files are clear and uncorrupted.

How does the agency branding work?

During your initial setup, you will upload your agency's logo and select your brand color palette. ClearQuote's template engine then automatically applies these elements to every proposal you generate, ensuring a consistent and professional look that aligns with your agency's marketing materials.

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 enter the editor to adjust language, emphasize specific points, add custom notes to your client, or modify the layout before sending the final proposal.

How does the client tracking feature work?

When you send a proposal via ClearQuote, your client receives a unique, secure link. The platform monitors when this link is accessed. You are then notified within your ClearQuote dashboard, providing you with real-time confirmation that your proposal has been reviewed.

ClearQuote offers a simple, transparent subscription model. A 14-day free trial is available which includes the creation of 3 proposals and does not require a credit card to start. After the trial, the service is priced at $49 per month. This plan includes unlimited AI-generated insurance proposals, full agency branding (logo & colors), branded email delivery to clients, and client proposal viewing & tracking.