Indietool
ClearQuote
AI proposals for insurance agents — branded, sent in minutes
AI proposals for insurance agents — branded, sent in minutes
•What is ClearQuote?
ClearQuote is an app that helps insurance agencies create polished proposals quickly by using AI to generate professional documents from uploaded carrier quotes. It allows agencies to brand their proposals and track client interactions seamlessly.
•How to use it
To use ClearQuote, simply upload your carrier quotes into the app, and it will automatically generate a polished proposal tailored to your agency's branding. Once the proposal is created, you can email a branded link directly to your client.
•Background
ClearQuote is designed to streamline the proposal creation process for insurance agencies, making it faster and more efficient. With its AI-driven technology, users can produce professional-grade proposals in under five minutes. The app enhances client engagement through branded communications and tracking features.
Frequently Asked Questions
What types of quotes can I upload to ClearQuote?
You can upload quotes from any insurance carrier, and ClearQuote will parse the details for you.
Is there a free trial available?
Yes, ClearQuote offers a 14-day free trial with three proposals included, and no credit card is required to start.
Can I track if my clients have viewed the proposals?
Yes, ClearQuote provides tracking features that allow you to see when your clients view the proposals you send them.
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