
ClearQuote
For agents: branded AI proposals, fast.
Details
- Categories
- Productivity & Notes
- Pricing
- Paid
About ClearQuote
ClearQuote turns carrier quotes into polished, agency-branded insurance proposals using AI. Upload quotes from any carrier, get a comparison-ready proposal in minutes, and send it to your client with built-in tracking.
Product Insights
ClearQuote is a paid productivity tool that utilizes AI to convert various carrier quotes into professional, agency-branded insurance proposals. This solution centralizes quote processing and provides built-in tracking for sent documents.
- Converts quotes from any carrier into consistent, branded formats.
- Automates the creation of comparison-ready insurance proposals in minutes.
- Includes built-in document tracking for sent client proposals.
- Supports professional agency branding across all exported documents.
Ideal for: Insurance agents requiring an efficient way to generate and track branded AI proposals from multiple carrier sources.
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