ClearQuote

ClearQuote is the AI-powered weapon for modern insurance agencies that are tired of losing deals to cluttered, confusing carrier PDFs. It transforms raw, unformatted quotes from any insurance carrier into polished, professional, and agency-branded proposals that are designed to close. Built for independent agents and brokers, ClearQuote eliminates the hours of manual copy-pasting, formatting, and branding that kill productivity. Its core value proposition is brutal efficiency: upload your carrier quotes, and in under five minutes, you have a comparison-ready proposal that presents you as the expert, not just a middleman. With built-in client delivery and tracking, you know exactly when your prospect engages with your proposal, giving you a critical tactical advantage. In a competitive landscape where presentation is power, ClearQuote ensures your hard-won quotes become signed policies, not forgotten attachments.

Universal Carrier Quote Upload

Drop in PDFs or documents from any carrier - State Farm, Allstate, Progressive, or any other provider. ClearQuote's AI instantly parses and extracts the critical details: coverage lines, limits, deductibles, and premiums. This eliminates manual data entry, ensures accuracy, and lets you work with your entire market in one seamless platform.

AI-Powered Proposal Generation

This is the engine of ClearQuote. Our specialized AI doesn't just copy data; it structures it into a compelling, easy-to-understand narrative. It automatically creates side-by-side comparisons, highlights the best value option, and crafts clear explanations of coverage. You get a client-ready, persuasive document generated in seconds, not hours.

Full Agency Branding & White-Labeling

Every proposal is stamped with your agency's identity. Automatically apply your logo, brand colors, and contact information. The final document presents you as the primary advisor, removing carrier branding that dilutes your relationship. This turns a generic quote into a powerful, branded sales tool that reinforces your professional authority.

Branded Delivery & Client Tracking

Send the polished proposal directly to your client via a branded email from your agency. More importantly, track when the client opens the proposal link and how long they spend reviewing it. This actionable intelligence tells you exactly when to follow up for maximum impact, turning a blind send into a strategic engagement.

Winning Multi-Carrier Homeowners Presentations

An agent receives three different homeowners quotes for the Smith family. Instead of sending three confusing PDFs, they upload all to ClearQuote. Instantly, they get one clean proposal comparing State Farm, Allstate, and Progressive side-by-side, with the best rate clearly highlighted. This professional presentation simplifies the client's decision and positions the agent as an organized expert.

Streamlining Commercial Lines Proposals

For complex commercial insurance, proposals are often dozens of pages. ClearQuote cuts through the noise. Upload the lengthy carrier documents, and the AI distills the key coverages, limits, and costs into a clear, concise summary. This allows business owners to make informed decisions quickly, dramatically speeding up the sales cycle for the broker.

Accelerating New Agent Onboarding & Consistency

New agents can struggle with creating consistent, high-quality proposals. ClearQuote standardizes the agency's output. Regardless of experience level, every agent produces the same branded, professional proposal. This ensures quality control, boosts new agent confidence, and projects a unified, professional image for the entire agency.

Enhancing Renewal Reviews & Client Retention

At renewal time, don't just send a new declaration page. Use ClearQuote to create a branded renewal proposal that compares the expiring policy to the new terms. This demonstrates proactive service and justifies any premium changes. The polished presentation encourages client review and signature, improving retention rates.

How does ClearQuote handle quotes from different carrier formats?

ClearQuote's AI is specifically trained to parse insurance documents. It can accurately extract data from PDFs and other standard formats used by major carriers like State Farm, Allstate, and Progressive, as well as many regional providers. The system identifies key fields such as premium, coverage types, and limits regardless of the original layout.

Can I customize the AI-generated proposal content?

Yes, while the AI provides a complete, polished draft instantly, you retain full control. Every generated proposal is fully editable before you send it to your client. You can modify explanations, add personal notes, or adjust the emphasis to tailor the message to your specific client's needs and concerns.

What does the client tracking feature show me?

The tracking feature provides actionable alerts. You will be notified the moment your client opens the branded proposal link you sent. This allows you to time your follow-up call or email perfectly, engaging them while the information is top of mind, which significantly increases your chances of closing the deal.

Is there a long-term contract or setup fee?

No. ClearQuote offers simple, transparent pricing with no hidden fees or long-term contracts. You can start with a 14-day free trial that includes 3 proposals, no credit card required. After the trial, it's a straightforward monthly subscription, giving you the flexibility to scale up or down as needed.

ClearQuote offers one powerful, all-inclusive plan designed for agencies that want to win.

$49/month

• AI-generated insurance proposals
• Your agency branding - logo & colors
• Branded email delivery to clients
• Client proposal viewing & tracking
• Unlimited proposals

Start with a 14-day free trial that includes 3 proposals. No credit card is required to begin.