Quote Proposals for Insurance Agencies

Add videos, images, upload files, and compare multiple quotes side-by-side.

Quote Proposals for Insurance Agencies

Your Agency’s Deal Closer

Impress your clients with full featured quote proposals that can be used for personal and commercial lines. Add videos, images and files and compare multiple quotes all on one platform.

Easy

How It Works

Create your proposal in minutes! Enter your client’s details, choose the lines of business, and select the policy coverages.

Optionally embed a video, and include any documents like the official quote or carrier coverage brochures.

Once finished, click Send to Client and you’re done!

Standard in all plans

Lines of Business

All quote proposal plans have all the most common lines of business included.

Personal Lines:

Commercial Lines:

  • Homeowners
  • Dwelling Fire
  • Condo
  • Hurricane
  • Flood
  • Earthquake
  • Automobile (2x)
  • Umbrella
  • Life
  • Motorcycle
  • Boat
  • Renters
  • General Liability
  • Commercial Auto
  • Trucking
  • Workers Comp
  • BOPs
  • Professional Liability
  • Commercial Property
  • Packages
  • Cyber Liability
  • Directors / Officers
  • Garage & Dealers
  • Commercial Excess
  • Inland Marine
  • Management Liability
  • Accident Policy
  • Commercial Flood

Pricing

Choose The Plan That’s Right For Your Agency

Free 7 day trial on all plans

Starter

$49Monthly
  • 1-3 Users
  • Unlimited Proposals
  • AMS Integration
  • Subdomain Ready
  • Great Support

Premium

$99Monthly
  • 4-9 Users
  • Unlimited Proposals
  • AMS Integration
  • Subdomain Ready
  • Great Support

Enterprise

$149Monthly
  • 10-19 Users
  • Unlimited Proposals
  • AMS Integration
  • Subdomain Ready
  • Great Support

Need More? Talk to Us.

Are you a large agency with more than 20+ users?
For more users and more customization, book a demo.