# Insurance proposal software

Insurance proposal software splits into four kinds. Insurance-native tools (CopyCat, Zywave Benefits CPQ, Cassidy, Coverflow, Insly BrokerFlow) pull carrier quotes into a document. General proposal builders (Qwilr, PandaDoc, Proposify, Better Proposals) let your team build web or PDF proposals with tracking and e-signature. Interactive content platforms (Zoomforth, Storydoc, Foleon, Turtl) make trackable microsites and web decks. Sell Unfairly is a service: it designs each proposal for you as an interactive website. Many agencies pair a quoting tool with one of the others.

Checked against each vendor's site on 2026-10-16. Source: https://sellunfairly.com/compare/insurance-proposal-software/

## Insurance-native quoting and drafting

Get the numbers out of carrier quotes and into a document.

| Tool | What it is | Best for | Interactive | Tracking | Pricing |
|---|---|---|---|---|---|
| CopyCat | AI software that turns carrier quote PDFs into branded client proposals and comparisons for insurance agencies. | P&C agencies drafting proposals from quotes | No | Internal proposal and producer stats | Flat monthly fee; amount not published |
| Zywave Benefits CPQ | Quoting, renewal, and proposal software for employee benefits brokers with built-in carrier rates. | Benefits quoting and plan comparison | No | Not stated | Not published |
| Cassidy | No-code AI automation platform with broker workflows that draft proposals and quote comparisons in your template. | Automating broker document work | No | Not stated | Free starter plan; Business plan not published |
| Coverflow | AI software for insurance brokerages that handles policy checks, submissions, certificates, and client proposals. | Brokerage back-office automation | No | Not stated | Not published |
| Insly BrokerFlow | Broker software for creating proposals, application forms, and risk surveys, sent as a PDF with an online acceptance form. | Broker proposals with e-signed acceptance | No | Not stated | Not published |

## General proposal builders

Your team builds and sends proposals, with tracking and e-signature.

| Tool | What it is | Best for | Interactive | Tracking | Pricing |
|---|---|---|---|---|---|
| Qwilr | Software for building proposals and quotes as web pages your team creates and sends. | Web-page proposals with quotes | Yes | Page analytics, who viewed, and view alerts | From $35 per user per month, billed annually |
| PandaDoc | Document software for creating, sending, and e-signing proposals, quotes, and contracts. | Proposals and contracts with e-signature | Yes | View notifications; recipient analytics on Business and up | Free plan; paid from $19 per seat per month, billed annually |
| Proposify | Proposal software for building, sending, and e-signing sales proposals, with paid template design as an add-on. | Sales team proposals with approvals | Yes | View alerts; section-level time on higher plans | From $35 per user per month, billed annually |
| Better Proposals | Proposal software for sending web-based proposals with e-signature and payments, plus a paid template design service. | Small business proposals | Yes | Open tracking, live alerts, and section time | From $13 per user per month, billed annually |

## Interactive content platforms

Trackable microsites and web decks your team designs, some with paid design help.

| Tool | What it is | Best for | Interactive | Tracking | Pricing |
|---|---|---|---|---|---|
| Zoomforth | Platform for building secure, trackable microsites for proposals, client portals, and internal communications. | Enterprise proposal and portal microsites | Yes | Who visited, what they opened, and time spent | Not published |
| Storydoc | Software for building interactive web presentations and sales decks, with an optional design studio that rebuilds your decks for you. | Sales and marketing decks | Yes | Deck analytics and view alerts | From $19.80 per month, billed annually; Teams plan on request |
| Foleon | Platform for creating interactive digital content such as reports, brochures, and proposals, with paid design help. | Marketing content and publications | Yes | Audience analytics and who is reading | Not published |
| Turtl | Platform for turning marketing content into interactive, personalized documents, with paid content creation services. | Marketing content at scale | Yes | Performance analytics and reader tracking | Not published |

## Done for you

| Tool | What it is | Best for | Interactive | Tracking | Pricing |
|---|---|---|---|---|---|
| Sell Unfairly | A design agency that builds each high-ticket proposal as an interactive website in your brand. Your rep clicks Create proposal and your team approves it. | Teams that want every big proposal designed for them | Yes | Who read it, which sections, and for how long | Quoted per team |

## Questions

### What is insurance proposal software?

Software that helps agents, brokers and carriers turn quotes and plan options into a proposal a client can review and accept. Some tools focus on pulling carrier quotes into a document; others focus on how the proposal looks, reads and is tracked.

### Which insurance proposal software is best for employee benefits brokers?

For quoting and plan comparison, benefits-specific tools such as Zywave Benefits CPQ are built for it. For how the renewal or proposal is presented to the employer, a proposal builder, an interactive platform, or a done-for-you service sits on top of the quote.

### Do I need both a quoting tool and a proposal tool?

Often, yes. Quoting tools produce the numbers; proposal and presentation tools decide how the client experiences them. Many agencies use one of each.

### Is Sell Unfairly software?

No. It is a design service. The team builds your templates and designs each proposal as an interactive website; your reps click Create proposal and approve it.