ClearQuote — AI Insurance Proposals

ClearQuote is a tool that uses artificial intelligence to help insurance agents create professional proposals for their clients. It makes the process of generating these important documents much faster and easier.

Benefits

ClearQuote saves insurance agents a lot of time by automating the creation of proposals. Instead of spending hours on paperwork, agents can use the AI to produce a finished proposal in less than five minutes. This allows them to focus more on their clients and less on administrative tasks. The proposals are also branded with the agency's logo and colors, giving a professional and consistent look. Plus, agents can see when their clients open and view the proposals, helping them follow up effectively.

Use Cases

Insurance agents can use ClearQuote anytime they need to send a proposal to a client. The process is straightforward. First, they upload the quotes they receive from different insurance carriers. Then, ClearQuote's AI takes over, creating a well-designed, branded proposal. Finally, the agent can send this proposal directly to the client through email. This is useful for various types of insurance, from life to health to business insurance, where presenting clear options to clients is crucial.

Pricing

ClearQuote offers a 14-day free trial, which includes three proposals and does not require a credit card. After the trial, the service costs $49 per month. This monthly fee covers unlimited proposal creation, AI-generated proposals, agency branding, branded email delivery, and the ability to track when clients view their proposals.