Create Modern Insurance Proposals That Clients Love
Revolutionize the insurance proposal process.
Save time. Convert more sales.
Supports Multiple Insurance Types
Build proposals for different types of insurance. More on the way!
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?
Flat fee for the whole office. Test drive for free today!
Free 30-day trial
No contract – cancel anytime
Stewardship provided me with a link to a secure and customized web page that included a specially made proposal with a video going over the details of my personal quote. It was SO easy and extremely convenient.
Don’t take it from us.
Neoteric Agent is a game changer! The ability to manage my clients’ proposals sent/received has made the selling process a breeze.
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.