Neoteric Agent came from a need. A need for something better. Something easier. Something that made it simple for prospects to review their options and approve their insurance selection on their own time.
This software came to life when our founder, Grant Botma, experienced this need in his agency. He and his team felt the frustration of spending hours writing out long emails with detailed attachments, and then never hearing back from their prospects. He decided to do something about it.
Enter Neoteric Agent – built by insurance agents – for insurance agents.
Neoteric Agent opens the door of simplification for insurance proposals. With just a few clicks, you can create and send a beautifully designed proposal to your client, allowing the prospect the ease of clicking on one link and seeing their different options, with the opportunity to approve a selection on the spot.
Our goal with Neoteric Agent is to simplify the process of proposals, both for the agent and the prospect. Our team continues to work tirelessly every day to roll out new features and options to accomplish this goal.