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. $49/mo. 14-day free trial.
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This gives independent insurance agents a streamlined way to send clients proposals, without all the prep. Drop the providers proposal pdfs, and the app does the rest. It uses AI, but also gives the agent flexibility to put their own touch on it.