Insurance proposals, out in 30 seconds, under your brand.

• Built inside a working independent agency.
• Personal and commercial lines.
• You review before anything sends.

Before / after

Same quote. One is readable on a phone and tells you when it was opened.

How it works

Three steps from quote to sent link.

1. Drop the quote in.

   Upload the carrier PDF or paste the quote text. The fields pre-fill for your review; anything the document does not say stays blank for you. Drop in quotes from several carriers and they become options your client chooses between.

2. Make it yours and send.

   Your logo, colors, and agency block are already on it. One click emails the link under your agency name, with replies going straight to your inbox. Or send it from your own email, already written.

3. Watch it move.

   You know when it is viewed, every question lands with you, and acceptance is recorded with a typed name, along with the option they picked.

The longer version, with the review screen and what the client sees, is on how it works.

Start free trialSee a sample proposal

Around the proposal

Compare carriers, send it your way, bill what they chose.

See a comparison the way a client opens it in the sample proposals.

The address bar

The one surface a logo upload cannot fix.

No product name in the address, none on the page, none on the PDF, and none in the email. Your client reads the proposal end to end and sees one name on it: yours.

Open one of the sample proposals and look for us on it.

Lines

Built for the way you sell

Straight answers

The questions agencies ask first.

Is the AI accurate?

It fills the form; you approve it. Unknown fields stay blank, and nothing reaches a client you did not review.

What about E&O?

Every proposal carries a disclaimer: it is a summary of carrier quotes, not a policy or a binder, and coverage is not bound until your agency confirms it in writing. Acceptance is recorded as intent to proceed, never as a binding signature.

How fast, really?

The tagline is the claim: a quote you already have becomes a sendable proposal in about 30 seconds, plus however long you spend reviewing it.

We already send quotes by email.

An attachment is a dead end. This is a link that tracks views, takes questions, records acceptance, and carries the quote's valid-through date up top.

Does my client need an account or app?

No. They open a link.

What can I upload?

Carrier quote PDFs up to 4 MB each, up to six per proposal, or paste the quote text. You can add a note for the reader, such as which lines to include. You review every field before anything sends; anything the document does not say stays blank.

Can I compare carriers in one proposal?

Yes. Upload the quotes together and the same coverage from different carriers becomes a set of options under one heading. Your client picks one when they accept, and you see which.

Can I charge an agency fee?

Yes. Set a default fee in brand settings, then change it or turn it off on any proposal. It always shows on its own line, apart from premium, on the client page and the PDF, and a bill lists it separately when you include it.

Can I bill the client from it?

You can download a bill in your brand for the lines and the option the client chose. It is a document, not a ledger: nothing is stored, there is no pay button, and your management system still tracks what is owed.

Can my whole team use it?

Yes; your agency admin adds accounts.

What happens when a proposal expires?

Every proposal shows its valid-through date. Past it, resend with fresh numbers; acceptance records intent to proceed, and coverage is not bound until your agency confirms it in writing.

Does my client see Proposal Wolf anywhere?

No. The client page, the Letter PDF, and the emails carry your agency's brand only. There is no vendor line on the proposal and nothing to upgrade to remove one.

Is my data shared with carriers or anyone else?

No. Proposal Wolf does not share your quotes or client records with carriers or other agencies.

How do I get started?

Start a free trial at /signup. Agencies start at $29 a month for up to 3 users, and every plan carries your brand alone on the client page and the PDF.

Does this replace our AMS?

Works next to HawkSoft, NowCerts, EZLynx, and Applied. We do not replace your AMS.

Proof

Built where the work happens.

From the blog

Notes from inside a working agency.

• Polly Alternative for Independent Agencies

  Polly (formerly Strong Proposals) against Proposal Wolf on price, seats, AI import, what the client opens, and whose name is on it. Where each one is ahead.

• GravityCerts Quote Proposals, Compared

  GravityCerts bundles quote proposals with an agency website plan. Proposal Wolf is the proposal alone, next to the site and AMS you have. Price, video, and who it fits.

• HawkSoft Pricing: What Agencies Report

  HawkSoft does not publish a price. What third-party listings reported in September 2026, how the base-plus-seat model works, and what to ask before signing.

• HawkSoft vs. EZLynx for a Small Agency

  Two agency management systems on the things a five-person shop actually feels: entry price, carrier connections, how long onboarding takes, and who answers support.

• NowCerts Review for Small Agencies

  What NowCerts does, the tier structure third-party listings report, what reviewers consistently praise, and the one complaint that comes up more than any other.

• Insurance Proposal Software, Explained

  What insurance proposal software does, what it should cost, and how an independent agency turns a carrier quote into a branded, phone-readable proposal.

• Carrier Quote PDF vs. a Client Proposal

  A carrier quote PDF is written for the agent who rated it. A proposal is written for the client who pays for it. The difference decides what gets read.

• Insurance Proposal Template for Agencies

  Every section a client-ready insurance proposal needs, from named insured to premium by line, plus disclaimer language no agency should send without.