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create modern, relevant insurance proposals with the ease of a few clicks.

Neoteric Agent Sample Proposals

Multiple Insurance Types

Build proposals for different types of insurance.

Auto Insurance Car Insurance Image

Auto Insurance

Home Insurance Image

Home Insurance

Health Insurance Image

Health Insurance

Umbrella Insurance Image

Umbrella Insurance

Life Insurance Image

Life Insurance

Flood Insurance Image

Flood Insurance

Beautiful Styles

Customize your customers experience by branding your proposals with your company logo and colors.

Neoteric Agent Colorful Proposal Template
Neoteric Agent Modern Proposal Template
Neoteric Agent Minimalist Proposal Template

Game-Changing Features

Pushing the limits on what is possible.

Add video to each proposal for a personal touch.

Proposals are viewable on any device – desktop, tablet, and mobile.

Provide multiple options for easy comparison.

Allow customers to easily accept the proposal of their choice.

Provide customers a way to easily ask questions about their proposal.

Customers can simply log in with only their email address.

Get notified when a customer views their proposal.

Save templates to expedite the creation process.

Want to see more?

Watch Demo

Simple Pricing

Get started for free with a 30-day trial – you’ll fall in love!


  • Free 30-day trial

  • Unlimited employees/users

  • Unlimited proposals

  • Unlimited clients

  • 256-bit SSL security

Get started today!
0 proposals
Created so far with Neoteric Agent!

Don’t take it from us.

Here’s what our customers have to say about us.

Neoteric Agent is a game changer! The ability to manage my clients’ proposals sent/received has made the selling process a breeze.

Brandon, GiiG

What Neoteric Agent has is second to none. It’s fantastic! The flexibility, the ease of use, and options that they give on the quote proposal are awesome.

Nicholas, i80 Insurance

Neoteric Agent has been a game changer for our agency. I highly recommend it for anyone who is trying to take their insurance agency to the next level.

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