Create client-ready proposals in minutes
Create client-ready proposals in minutes
Create client-ready proposals in minutes
Turn carrier quotes and coverage comparisons into polished proposal summaries your team can review, customize, and share with clients.
Turn carrier quotes and coverage comparisons into polished proposal summaries your team can review, customize, and share with clients.
The proposal bottleneck
The proposal bottleneck
Building proposals shouldn't slow down the sale.
Building proposals shouldn't slow down the sale.
Building proposals shouldn’t slow down the sale.
After the right coverage is selected, individuals still spend hours pulling together quote details, comparing options, formatting documents, and preparing materials clients can easily understand.
After the right coverage is selected, individuals still spend hours pulling together quote details, comparing options, formatting documents, and preparing materials clients can easily understand.
How CARA HANDLES IT
How CARA HANDLES IT
Turn quote details into a
clearer client experience
Turn quote details into a
clearer client experience
Upload quotes
Upload carrier quotes and comparison data into Cara instead of starting from a blank document.
Build the proposal
Cara organizes coverage details into a structured proposal summary your team can review and customize.
Review and send
Make final changes before sharing it with your client.
Jordan
Can we generate a proposal for this client?
Proposal generated and ready for review.
Start with the quotes you already have.
Upload carrier quote documents manually or pull them directly from your AMS, and Cara extracts the coverage details, premiums, limits, deductibles, and carrier information needed to build the proposal.
Upload quotes
Upload carrier quotes and comparison data into Cara instead of starting from a blank document.
Build the proposal
Cara organizes coverage details into a structured proposal summary your team can review and customize.
Review and send
Make final changes before sharing it with your client.
Jordan
Can we generate a proposal for this client?
Proposal generated and ready for review.
Start with the quotes you already have.
Upload carrier quote documents manually or pull them directly from your AMS, and Cara extracts the coverage details, premiums, limits, deductibles, and carrier information needed to build the proposal.
Upload quotes
Upload carrier quotes and comparison data into Cara instead of starting from a blank document.
Build the proposal
Cara organizes coverage details into a structured proposal summary your team can review and customize.
Review and send
Make final changes before sharing it with your client.
Jordan
Can we generate a proposal for this client?
Proposal generated and ready for review.
Start with the quotes you already have.
Upload carrier quote documents manually or pull them directly from your AMS, and Cara extracts the coverage details, premiums, limits, deductibles, and carrier information needed to build the proposal.
TRUSTED BY LEADING INSURANCE BROKERAGES:
TRUSTED BY LEADING INSURANCE BROKERAGES:
TRUSTED BY LEADING INSURANCE BROKERAGES:
Ready to Transform Your Operations?
See how Cara can help your team scale with industry-leading AI.
Book a Demo
Ready to Transform Your Operations?
See how Cara can help your team scale with industry-leading AI.
Book a Demo
Ready to Transform Your Operations?
See how Cara can help your team scale with industry-leading AI.
Book a Demo
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