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.
Get the numbers out of carrier quotes and into a document.
AI software that turns carrier quote PDFs into branded client proposals and comparisons for insurance agencies.
Quoting, renewal, and proposal software for employee benefits brokers with built-in carrier rates.
No-code AI automation platform with broker workflows that draft proposals and quote comparisons in your template.
AI software for insurance brokerages that handles policy checks, submissions, certificates, and client proposals.
Broker software for creating proposals, application forms, and risk surveys, sent as a PDF with an online acceptance form.
Your team builds and sends proposals, with tracking and e-signature.
Software for building proposals and quotes as web pages your team creates and sends.
Document software for creating, sending, and e-signing proposals, quotes, and contracts.
Proposal software for building, sending, and e-signing sales proposals, with paid template design as an add-on.
Proposal software for sending web-based proposals with e-signature and payments, plus a paid template design service.
Trackable microsites and web decks your team designs, some with paid design help.
Platform for building secure, trackable microsites for proposals, client portals, and internal communications.
Software for building interactive web presentations and sales decks, with an optional design studio that rebuilds your decks for you.
Platform for creating interactive digital content such as reports, brochures, and proposals, with paid design help.
Platform for turning marketing content into interactive, personalized documents, with paid content creation services.
Each proposal designed for you, as an interactive website.
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.
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.
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.
Often, yes. Quoting tools produce the numbers; proposal and presentation tools decide how the client experiences them. Many agencies use one of each.
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.
