Create Winning Insurance Proposals in Minutes
Transform how you sell insurance with professional, customized proposals that engage clients and close more deals. Send, track, and win—all in one platform.
Everything You Need to Win More Clients
Powerful features designed specifically for insurance agents to streamline proposal creation and boost sales
Custom Proposal Builder
Create professional, branded insurance proposals with our intuitive drag-and-drop builder. Customize templates to match your agency's style.
Advanced Progress Tracking
Monitor proposal status, client engagement, and conversion rates. Get insights on what works and optimize your sales process.
Brand Customization
Add your logo, colors, and custom branding to every proposal. Create a consistent, professional look across all client communications.
Transform Your Insurance Sales Process
ProposalPro empowers insurance agents to create, send, and track professional proposals that convert prospects into loyal clients.
Close deals 45% faster with professional proposals
Increase client engagement with interactive content
Save 10+ hours per week on proposal creation
Track every client interaction in real-time
Stand out from competitors with custom branding
Improve win rates with data-driven insights
How It Works
Create winning proposals in three simple steps
Create Your Proposal
Select the client, choose the insurance types, and enter the policy details. Build a professional proposal tailored to your client in minutes.
Share with Your Client
Send your proposal using a secure shareable link or download it as a PDF. Your client can easily review the coverage and savings.
Track & Manage
Track proposal status, monitor progress, and add notes for follow-ups. Stay organized and manage all your proposals in one place.
Start creating professional proposals today
Get Started for FreeReady to Close More Deals?
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Individual
Perfect for solo insurance agents
Billed annually
Agency
For teams and insurance agencies
Tailored to your agency's needs