Quote Proposals for Insurance Agents

Compare side-by-side quotes, add video, images, upload multiple files, and more.

Create perfect quote proposals in a flash. Perfect for personal insurance and commercial insurance quote. Impress your clients and win more business.

Quote Proposals Built Into Your Website

Quickly and easily create professional quote proposals for your clients. As insurance agency owners ourselves, we built this proposal system out of our own needs. Everything is built for ease of use for the agent, and most of all for your clients. Clients love proposals because they are very easy to read, understand, and look amazing.

Quote proposals are included FREE with every Teams Pass and Agency Pass website hosting package.

Quote proposals for insurance agents software

Easy To Use

How It Works

Within minutes you’ll be able to create comprehensive side-by-side quote comparisons for your clients. Add as much, or as little, coverage information you think necessary. Optionally, include an embedded video using Loom to explain coverages or introduce their agent. Then click Send to email one, or more, clients.

Want to email the proposal to both spouses? Easy. Need to send the proposal to multiple business owners? No problem.

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
  • Course of Construction
  • Automobile (2x)
  • Umbrella
  • Life
  • Motorcycle
  • Boat
  • Renters
  • General Liability
  • Commercial Auto
  • Trucking
  • Workers Comp
  • BOPs
  • Professional Liability
  • Commercial Property
  • Packages
  • Builders Risk
  • Cyber Liability
  • Directors / Officers
  • Garage & Dealers
  • Commercial Excess
  • Inland Marine
  • Management Liability
  • Accident Policy
  • Commercial Flood
Google Rating
5.0

Client Testimonials.

“We have been overly pleased with GravityCerts!  We went from getting a couple of leads a month to our website to dozens!  We love how quickly they reply to questions and requests.  We have our training videos all set up on our site too!  We asked them to put a checklist in place so we could track our agent’s progress and he had it done the same day!  I can’t say enough good things about them :)”

Jen Johnson - Owner of My Florida Insurance

Jen Johnson

Owner – My Florida Insurance

“I can’t recommend GravityCerts enough. I get tons of compliments on my website and the bridge between Gravity Forms and NowCerts is the glue that holds my agency together and has helped us accomplish A LOT!!! We’re just over a year old and we’ve written over $5M in premium, which can be greatly attributed to GravityCerts for helping make our client experience and backend work so amazing. We would not be where we are without GravityCerts! I have no complaints, I absolutely love everything they do, and the support is without a doubt the best of any service/vendor I work with. Thank you GravityCerts!”

Daniel Summers - Owner of Charles String Inc.

Daniel Summers

Owner – Charles String Inc.

“Working with Jarel and Gravity Certs has been a HUGE game changer for my business. Switching my website I’ve started receiving consistent prospects calling me from finding us on Google and requesting quotes directly on our website online. This literally was the best investment I’ve done for my business and can’t refer them and praise them enough! I’ve for sure received enough ROI from making the switch to pay for the initial investment.”

Ashley Mastowski - Owner of First Choice Insurance Group

Ashley Mastowski

Owner – First Choice Insurance

“I am extremely grateful to have found this company. They have been an amazing and highly-responsive partner to my insurance agency. In my opinion they are the industry standard for insurance agency websites. I look forward to being a customer for many years to come.”

Forest Williams - Owner of LGCY Insurance

Forest Williams

Owner – LGCY Insurance

“I tried creating my own website and failed. I found Gravity Certs and Jarel has exceeded my expectations. He listens to what I want and offers solutions. Anytime I need to make a change, it is done very quickly. I feel my website is professional and portrays what my business is. Pricing is very well budget friendly compared to others I had consulted. I highly recommend them. Very happy customer!”

Adriana Medina - Owner of Secure Solutions Insurance

Adriana Medina

Owner – Secure Solutions Insurance

“GravityCerts absolutely has the website integration game figured out! Their websites are phenomenal, and the customer service is the best in the business! I’m a 23 year old agency, so I’ve delt with plenty of vendors in my time. They have customized forms that integrate with several of the top CRM’s & AMS’s. I would recommend them to any agency looking to move their workflow into the future.”

Billy Davis - Owner of The BDig Insurance

Billy Davis

Owner – The BDig Insurance

“Jarel Culley set up my website and did an awesome job! He is very knowledgeable with software’s and is very kind and answers all of my questions. I highly recommend Jarel to create your website!”

Angelyn Hart - Owner of Atlanta Insurance Center

Angelyn Hart

Owner – Atlanta Insurance Center

“Jarel did an awesome job on our website. He responded quickly on all requests and has been integral in helping us get the most out of our site. Awesome job, will definitely recommend to other agencies.”

Joe Rumer - Owner of Rumer Insurance

Joe Rumer

Owner – Rumer Insurance

“ABSOLUTELY THE BEST! If you have an agency, of any size, THESE are your people. Trustworthy, supportive and simply the most professional and responsive.”

Kim Zem - Owner of Pigment and Skin

Kim Zem

Owner – Pigment and Skin Inc.

  • Laptop with sample quote proposal from GravityCerts
  • Laptop with sample quote proposal from GravityCerts
  • Laptop with sample quote proposal from GravityCerts
  • Send your quote proposals to multiple emails such as spouses/partners, multiple business partners, or all board members.
  • Create proposals for both personal and commercial clients, with the ability to add all the quotes on one proposal. This allows your clients to view all their quotes at one time so they can better understand their options.
  • Allow your clients to click either the Accept or Ask a Question button after viewing the proposal.  The agent will then get an email notification, and the proposal will be automatically updated so you can keep track of the status of your proposals.
  • Do you use Better Agency as your CRM? If so, integrate your proposals with your Better Agency account so your client is automatically moved across your pipeline. When you email the proposal to your client, it will move your client to the Quote Sent column in your Sales Pipeline. When your client clicks Accept on your proposal, it will automatically move your client to the Won column in your Sales Pipeline.
  • Add a video from Loom to your proposals, to explain coverages and quote options. Just copy and paste the link from Loom.  No need to worry about embedding code.
  • Use default coverages to make creating your quotes quicker.  Preselecting certain coverage options will keep your workflow streamlined, and consistent. For example, General Liability will default to $1M each occurrence, $2M aggregate, etc. If your agency standards are 100/300 for personal auto, great. All of your auto quotes will pre-populate with your default coverages.  If you use 250/500 for auto, we have that default option too.
  • Commercial quote proposals have detailed options for all the most popular commercial lines of business. Have a Package policy? No problem.  Add your general liability section, inland marine section, professional liability section, or other package coverage easily.  Each section will be grouped together, so even the most novice client will be able to read and understand your proposal.
  • Do you have agency billed accounts, or use a finance company? If so, quote proposals are perfect for agency.  Choose which quotes are agency billed and your client will have the option to pay for those policies right after they click Accept.  If your client will be financing, and you know the downpayment amount, add that to your proposal.  Your client will have the option to either pay in full or make the downpayment after clicking Accept Quote.
  • Security and ease of use for your clients is very important.  Your client only needs to enter their email to view their proposal. Prior to viewing the proposal, your client will be prompted to enter their email address first.  All email addresses associated with the proposal are able to “log in” to view the proposal.  This works perfectly if you’re emailing your proposal to multiple people.
  • Your agents can check the status of their proposals and view the proposal pipeline. Proposals can be marked as:
    • Working: You are currently putting the proposal together but have not send it to the client.
    • Sent: Your list of proposals you’ve emailed to your clients.
    • Questions: Proposals your clients have viewed and submitted a question about.
    • Accepted: Lists all your proposals clients have accepted.
    • Draft: Proposals an agent is working on and has not published.
  • Your agents can easily create, view, and edit their proposals from the front end of your website. Once logged in, your agents can quickly navigate to the quote proposals page, view all their created proposals, and see each proposal status in the pipeline.
  • Search and filter proposals by agent name, or client name to easily find proposals.
  • Want to hide quote prices during your proposal in order to build value before disclosing the price? No problem. Toggle the Hide Pricing option for all proposals or individual proposals, so your client isn’t focused on just the bottom line while they watch your proposal video.

Get Started With The Most Powerful Agency Website.

Choose the Teams Pass or Agency Pass to get Quote Proposals included with your website.