Home 2018-04-20T03:26:14+00:00

Create Modern Insurance Proposals That Clients Love

Revolutionize the insurance proposal process.
Save time. Convert more sales.

Start 30-Day Trial
Start 30-Day Trial
Receive Sample Proposal
Receive Sample Proposal

Supports Multiple Insurance Types

Build proposals for different types of insurance. More on the way!

Auto Insurance Car Insurance Image

Auto

Home Insurance Image

Home

Health Insurance Image

Health

Umbrella Insurance Image

Umbrella

Life Insurance Image

Life

Flood Insurance Image

Flood

AS SEEN ON
Neoteric Agent Insurance Proposals - Agency Nation
Neoteric Agent Insurance Proposals - Insurance Agency Owners Alliance
Nicholas Ayers - i80 Insurance - Neoteric Agent Insurance Proposals Image

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

Game-Changing Features

Pushing the limits on what is possible.

Neoteric Agent Insurance Proposals Homepage Image

Add video to each proposal for a personal touch.

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

Neoteric Agent Insurance Proposals Homepage Image

Provide multiple options for easy comparison.

Neoteric Agent Insurance Proposals Homepage Image

Allow customers to easily accept the proposal of their choice.

Neoteric Agent Insurance Proposals Homepage Image

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

Neoteric Agent Insurance Proposals Homepage Image

Customers can simply log in with only their email address.

Neoteric Agent Insurance Proposals Homepage Image

Get notified when a customer views their proposal.

Neoteric Agent Insurance Proposals Homepage Image

Save templates to expedite the creation process.

Start 30-Day Trial
Start 30-Day Trial
Receive Sample Proposal
Receive Sample Proposal

Want to see more?

Watch Demo

Simple Pricing

Flat fee for the whole office. Test drive for free today!

$79/month

  • Free 30-day trial

  • Unlimited employees/users

  • Unlimited proposals

  • Unlimited clients

  • No contract – cancel anytime

Start 30-Day Trial
 

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.

Brooke Craig - Customer of Stewardship Insurance
0 proposals
created so far by Insurance Agents

Don’t take it from us.

Here’s what our customers have to say.

Brandon Smith - Neoteric Agent Insurance Proposals Homepage Image

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

Brandon, GiiG
Chris Greene - Neoteric Agent Insurance Proposals Homepage Image

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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