The Problem:Your Proposals Are Boring & Look Like Every Other Agents In Town!
It's time to set yourself apart from the competition. STOP using the standard, boring quotes created by the insurance carriers! Start Creating Proposals So Impressive... Your Clients Will Have To Say Yes!
The Solution:Strong Proposals!
Select from a variety of pre-made proposal templates
Email & Text Delivery
Deliver your proposals via email and text message
Our system will automatically follow up if a proposal hasn't been opened.
Receive instant notifications when a proposal is viewed.
Add Videos & Testimonials
Embed videos and client testimonials to increase conversion rates.
Viewable On Any Device
Our proposals are responsive and look great on all devices.
Works for Personal & Commercial Lines
"It's not your customer's job to remember you. It's your obligation and responsibility to make sure they don't have the chance to forget you."