Prospero helps insurance agents, brokers, and agencies create proposals that inspire trust and win clients. Whether you are presenting life, health, or business coverage, you can clearly outline policies, compare plans, and secure approvals faster.
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Clearly outline policies, compare plans, and secure approvals faster.
Start with templates already designed for insurance professionals. Present coverage details, premium breakdowns, and benefit comparisons in a way that clients can understand at a glance.
Translate complex policy terms into clear, client-friendly language. The built-in AI text generator helps create texts from scratch, polish documents, and adapt tone for personal or corporate clients.
Work with your colleagues securely and efficiently. Assign permissions, manage edits, and track every change across proposals in one shared workspace.
Speed up onboarding with digital signatures. Clients can review and sign proposals instantly from any device, making the approval process simple and seamless.
Stay top of mind with automated reminders and follow-ups. Keep communication active so clients don't forget to review or sign proposals.
Know exactly when clients engage with your proposals. Track opens, time spent, and more, so you can follow up at the right time with the right message.
Prospero integrates with FreshBooks, QuickBooks, Stripe, Integromat and Zapier, so you can generate an invoice and get paid with one click. You can also install 3rd party scripts like Google Analytics, heatmaps and live chats.
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