Create Modern Insurance Proposals That Clients Love
Save time. Convert more sales.
Mobile Friendly
Video Compatible
Track Client Progress
Game-Changing Features
Pushing the limits on what is possible.
Personal touch with custom videos
Viewable on any device – desktop, tablet, and mobile
Provide multiple options for easy comparison
Customers can accept the option of their choice
Customers can ask questions or request changes
Customers can login with just an email address
Receive notifications when a proposal is viewed
Save templates to create proposals quickly
Game-Changing Features
Pushing the limits on what is possible.
Personal touch with custom videos
Viewable on any device – desktop, tablet, and mobile
Provide multiple options for easy comparison
Customers can accept the option of their choice
Customers can ask questions or request changes
Customers can login with just an email address
Receive notifications when a proposal is viewed
Save templates to create proposals quickly
Direct Integrations With
Want to see more?
Supports Personal & Commercial Insurance
Auto
Home
Life
Flood
Commercial Auto
General Liability
Professional Liability
Workers Comp
Health
Umbrella
Business Owners
Property
And multiple others…
Simple Pricing
Test drive for free today!
$39/month*
Free 30-day trial
1-9 employees/users
Unlimited proposals
Unlimited clients
No contract – cancel anytime
*$39/month for accounts with 9 employees or less.
$79/month provides unlimited employee access.
Simple Pricing
Test drive for free today!
$39/month*
Free 30-day trial
1-9 employees/users
Unlimited proposals
Unlimited clients
No contract – cancel anytime
*$39/month for accounts with 9 employees or less.
$79/month provides unlimited employee access.
Want to see more?
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.
AS SEEN ON
Don’t take it from us.
Here’s what our customers have to say.
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.