Create Winning Proposals in Minutes
Generate professional, branded insurance proposals that impress clients and close deals faster. Our AI-powered builder adapts to each client's needs while maintaining your agency's look and feel.
Proposals That Win Business
Stand out from competitors with polished, professional presentations
Custom Branding
Your logo, colors, and messaging on every proposal. Maintain brand consistency across all client communications.
Smart Templates
Pre-built templates for personal lines, commercial, benefits, and specialty risks. Start fast, customize as needed.
Auto-Population
Pull client data, coverage details, and pricing directly from your AMS. No copy-paste, no typos.
Coverage Summaries
AI generates plain-language explanations of complex coverages so clients understand exactly what they're buying.
E-Signature Ready
Clients can review and sign proposals electronically. Get binding authority faster with integrated e-signatures.
Proposal Analytics
Track when proposals are opened, how long clients spend reviewing, and which sections get the most attention.
Impress Clients with Every Proposal
See how Proposal Builder can help you close more business.
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