Video proposals for independent insurance agencies

Send the Quote. See It Get Watched. Get the Yes.

SmartProposal turns a quote into a personal page: your video walkthrough, your face and phone number, the documents, and an Accept button. You know the minute they open it, and exactly what they said when they accept or ask a question.

Record the video, paste the link, send. Thirty seconds of your time per proposal.

Book a 15-minute demo See how it works
$97/month for the whole agency. Unlimited proposals, unlimited agents. No contract.

30 sec

of agent time per proposal: record, paste the link, send

1 tap

for the client to accept or ask a question

100%

of views, opens, and answers on the proposal timeline

$0

setup fee. Month to month, cancel any time

Quotes Die in the Gap Between "Sent" and "Signed."

Every agency loses deals here. Not because the price was wrong, but because the proposal was easy to ignore.

The PDF in an Email

You attach three carrier quotes, write a paragraph, hit send. Then nothing. Did they open it? Did they read the auto quote but skip the home? You find out in a week, if you remember to follow up.

The Voicemail Loop

You call to walk them through the numbers. They're at work. They call back while you're with a client. Three days of tag over a five-minute explanation.

The Video That Went Nowhere

You recorded a great walkthrough. It's sitting in a text thread next to a PDF and a calendar link, and the client has no idea what they're supposed to do first.

The Yes That Got Lost

They finally reply with 'let's do it.' Now you need a start date, how they want it billed, and the mortgage company. Two more emails. Two more days.

The fix isn't a better PDF.
It's a page that does the follow-up for you.

How It Works

Three steps. The only thing an agent types is the video link.

1

Record the walkthrough

Use the tool you already use: Loom, YouTube, whatever's open. Two or three minutes on what you found, what you'd recommend, and what it costs. Copy the share link.

2

Paste the link, create

Open the new-proposal screen, straight from your CRM record if you like, with the client's name and details already filled in. Paste the video link, attach the quotes or a Drive folder, click create. The page is live.

3

Send it, then watch it work

Text or email the link with one click on Copy message. You'll know when they open it, which documents they read, and the moment they tap Accept or ask a question. Your CRM can know too.

Everything a Proposal Should Do. On One Page.

A SmartProposal has three jobs: get watched, get understood, and get answered. Here's how it does each one.

Your video, front and center

Paste a Loom, YouTube, Vimeo, Wistia, or Vidyard link and the page builds the player for you, with a caption that says it was recorded for them, by you, on the day you sent it. No embed codes, no uploads.

You, not a logo

Every page carries the agent card: photo, name, title, a tap-to-call number, and a "book a time" button. Clients buy from a person. The page makes sure they know which one.

The quotes, right there

Upload the carrier PDFs, or link the Google Drive folder you already use. They render on the page with open and download tracking, so you know which quote they actually looked at.

One button to say yes

Accept opens a short form: start date, how they'd like the home policy billed, how they'd like the auto billed, comments. Everything you need to bind, captured the moment they decide. No payment details, ever.

One button to ask

Questions arrive with a topic and how the client wants to be reached, whether text, email, or a call, so you answer once instead of playing tag. Reply-to is set to them.

You know the moment it happens

First view, every accept, every question: an email to the agent, and a webhook to your automation if you use one. Each agent chooses which emails they want. Link previewers and bots never count as views.

A pipeline, not a spreadsheet

Sent, Viewed, Question, Accepted. Every proposal is a card you can open for the full timeline: each view, each document opened, each answer, with timestamps. Managers see the agency; agents see their own.

Fits the tools you already run

A link from your CRM pre-fills the client's details, so an agent only pastes the video. A full API and signed webhooks let n8n, Zapier, Make, or anything else create proposals, attach documents, and move your CRM stages. Pairs naturally with SmartCSR on one login.

Three Ways to Send a Quote

Most agencies do the first one. The good ones do the second. Here's what the third changes.

Email + PDF Video link + PDF SmartProposal
Agent time per proposal 5–10 min writing the email 5 min plus juggling links About 30 seconds
Know when it was opened No Maybe, if the video tool tells you Yes, first view and every view after
Know which quote they read No No Yes, per document
Client says yes by Replying, eventually Replying, eventually Tapping Accept
Start date, billing choice, mortgage co. Two more emails Two more emails Captured with the Accept
Questions come with Whatever they typed Whatever they typed A topic and how to reach them
Your face and phone number A signature block In the video, if they play it On the page, tap to call
Feeds your CRM Manually Manually Webhooks and an API
Monthly $0 Your video tool $97, whole agency
Matthias, independent insurance agency owner and founder of SmartProposal

Built by an Agency Owner.
Because Nobody Else Was Going To.

I own an independent P&C agency. Years ago I got tired of sending quotes into a void, so I duct-taped together a video, a form, and a link shortener into a proposal page. It worked better than anything the carriers or CRMs gave me: clients watched, clients accepted, and I stopped chasing.

It ran on WordPress plugins and a lot of my own patience. SmartProposal is that page rebuilt properly: one place for the video, the quotes, and the yes, with the tracking and the API I always wished it had. My agency sends every proposal through it.

If it doesn't make a client easier to close, it doesn't go in the product.

Matthias

Agency Owner & Founder, SmartProposal.Pro

One Plan. Whole Agency.

$97 a month, however many agents you have and however many proposals they send. No setup fee. Month to month. Cancel by email.

SmartProposal

$97 /month

Everything, for everyone in the agency. Nothing is gated behind a bigger plan or a per-seat charge.

  • Unlimited proposals, unlimited agents
  • Your own branded proposal address: your-agency.smartproposal.pro
  • Video from Loom, YouTube, Vimeo, Wistia, or Vidyard, just paste the link
  • Agent card with photo, phone, and calendar link on every page
  • PDF uploads or Google Drive links, rendered on the page
  • Accept and Question buttons with the forms you configure
  • View, open, accept, and question tracking on a pipeline board
  • Email notifications per agent, on or off individually
  • Full REST API and signed webhooks for n8n, Zapier, Make, or your own code
  • Testimonials and marketing links on every proposal
  • One login shared with SmartCSR and SmartSites
  • Hosting, updates, and support included
Book a demo

Add the rest of the family

SmartProposal, SmartCSR (service & ticketing) and SmartSites (your website) share one login and one bill.

Any one product
$97/mo
Any two
$149/mo
All three
$199/mo

Add or drop a product any month. The SmartSites content add-on stacks on top if you take that.

30-day money-back guarantee on new subscriptions. Cancel any time by email; it takes effect at the end of the month you've paid for. Full details in the Terms of Service.

Frequently Asked Questions

What does the client actually receive?
A link. It opens a page with your agency's logo and colours, your video walkthrough, your photo and phone number, the quote documents, and two buttons: Accept, and I have a question. It works on a phone, it needs no login, and the link is private and unguessable. Nothing to download, nothing to sign up for.
Do I have to use a particular video tool?
No. Paste a share link from Loom, YouTube, Vimeo, Wistia, or Vidyard and the page builds the player. If your tool only gives you embed code, paste that instead. You keep using whatever you already record with.
How do the quote documents get on the page?
Two ways, and you can mix them. Upload the carrier PDFs and they render on the page with open and download tracking. Or paste a link to the Google Drive folder or file you already keep for that client, and it's embedded as-is. Your automation can attach documents after the proposal is created, too.
What happens when a client clicks Accept?
A short form opens: policy start date, how they'd like the home policy billed (mortgage-billed or direct), how they'd like the auto billed, and comments. You set which of those questions appear. When they submit, the proposal moves to Accepted, the agent gets an email with every answer, and your webhook fires. No payment is taken and nothing is bound on the page; you still confirm with the client and bind as you do today.
Does SmartProposal collect bank or card details?
No, on purpose. Payment collection creates compliance obligations for every agency on the platform, and most clients set up billing with the carrier anyway. Accept captures what you need to bind; you handle payment the way you always have.
How do I know the client looked at it?
The first real view emails the agent, and every view is logged on the proposal timeline with the time. Document opens are logged per document. Link previewers from text apps and email scanners are filtered out, so a "view" means a person. Agents can turn each email on or off for themselves.
Will it work with my CRM and automation tools?
Yes. A link from your CRM record can open the new-proposal screen with the client's name, email, phone, and CRM ids already filled in, so the agent only pastes the video. Every event, whether created, viewed, accepted, or questioned, can fire a signed webhook to n8n, Zapier, Make, or your own endpoint, and a full REST API lets your automation create proposals, attach documents, and pull stats. Set it up under Settings and Integrations.
Is there a per-agent charge?
No. $97 a month covers the whole agency: every agent, every proposal, every feature. Owners and admins see the full pipeline; producers see their own proposals; branch managers see their branch.
What if I already use SmartCSR or SmartSites?
Same login, one bill. Any two products are $149 a month and all three are $199. Your team, branding, and agent profiles carry across, so a new product is a switch, not a setup.
Can I customise what the page says?
Yes. The greeting, the thank-you messages, the marketing links under the greeting, the testimonials (a list you maintain or a widget from your review tool), the question topics, and the Accept form questions are all yours to edit. Your logo and colours come from your branding settings. Commercial agencies typically swap the home and auto questions for their own lines.
How long does setup take?
About an hour, most of it on a call with us. We create your agency, you upload a logo and pick your colours, each agent adds a photo and phone number, and you send your first proposal before we hang up. Connecting a CRM link or automation takes a bit longer, and we help with that too.
Is there a contract or a setup fee?
No and no. Billing is month-to-month, in advance, and you can cancel any time by email. New subscriptions come with a 30-day money-back guarantee. Your proposal data is yours to export through the API at any time.

See a Proposal Built in Front of You.

Book 15 minutes. I'll record a quick video, build a proposal page for a made-up client while you watch, and send it to your phone so you can tap Accept yourself.

No slides, no sales script. Just an agency owner showing you the tool he uses every week.

Book a 15-minute demo

You'll be talking to me, not a rep.
— Matthias