Proposal Wolf
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Quotes in. Proposal out.

Three steps. You review every number before anything reaches a client.

A screen recording of one proposal, from the labeled quote lines pasted in to the client link sent under the agency’s own name, with an elapsed clock running in the corner the whole way. The clock reads 27.7 seconds at the last step, against the 30 the tagline claims; the file runs a little past that. Fixture agency and a fictitious client, recorded by driving the real app. The three steps below are the same procedure in writing.

  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. Upload up to six PDFs at once to compare carriers, and add a note for the reader, such as which lines to include.

  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 press Send from my email and your own email app opens with the note and the link 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.

Around the proposal

  • Carrier comparison. Quotes for the same coverage from different carriers become options. The client page and the letter PDF list them together under one heading, and the client picks one when they accept.
  • Your agency fee. Set a default name and amount 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.
  • A bill from the proposal. Once the client says yes, tick the lines they are paying for, pick the option they chose, and download a bill in your brand. Nothing is stored and there is no pay button; your management system still tracks what is owed.
  • Your own sending domain. Emails from the app can go out from an address at your agency’s domain once its DNS records verify.

What this is not

Proposal Wolf is proposal software. It does not stand in for your agency. 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.

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