PROPOSALS MADE EASY
create modern, relevant insurance proposals with the ease of a few clicks.
Multiple Insurance Types
Build proposals for different types of insurance.
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.
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Get started for free with a 30-day trial – you’ll fall in love!
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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.
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.
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.