Product
Quotes in. Proposal out.
Three steps. You review every number before anything reaches a client.
Product shot of a branded client proposal on a phone
Cedar Pine Insurance
Insurance proposal
Auto and Home
Prepared for Morgan Hale
Cedar Pine Insurance
Auto and Home
Quote PW-AH-1042 · Effective 09/01/2026
Piedmont Shield
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.
Make it yours and send.
Your logo, colors, and agency block are already on it. One click emails a branded page and PDF under your agency name, with replies going straight to your inbox.
Watch it move.
You know when it is viewed, every question lands with you, and acceptance is recorded with a typed name.
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.