Insurance is intangible.
Your proposal isn't.
You can't touch coverage. The one thing a client can touch is your proposal — the fingerprint of who you are. AgencyLift is the AI that builds it: drop in your quotes and get a flawless proposal in your exact brand in minutes — the best one in the room, every form and disclosure built in.
AgencyLift is an AI proposal builder for property & casualty insurance agencies. Drop in your quote documents — it builds a finished, on-brand proposal in minutes. No one keys it by hand.
Our template, your template, or one we build together.
However your proposal looks today, it ends up unmistakably yours — best-in-class, in your exact brand.
Our Gold Standard
Our award-worthy template, re-skinned in your exact brand — colors, logo, voice. The fastest path to a flawless proposal.
See the Gold StandardYour template
Already have a proposal your clients know by heart? We rebuild it precisely and run it for you. You're never forced into our format.
See it rebuiltWe build it with you
No template yet? We design one with you, section by section, shaped to your brand and the way you sell.
Talk with our teamThe best proposal in the room. Every time.
Competitors stop at "a proposal." We treat it as what it actually is — your marketing collateral, the one tangible thing the client keeps. Built on traditional design principles, not a spreadsheet with a logo.
- Clear hierarchy — the client reads it in the order you intend
- Complete coverage — nothing left ambiguous or unexplained
- Your brand on every page — not a template that smells like one
- Designed to be handed across a desk, not buried in an inbox
Your cover. Your disclosures. Our standard.
You're only seeing the cover — but every page inside is built to the gold standard and branded to you. Make it as much yours as you like.
Your logo & colors
The Gold Standard, re-skinned to your brand in minutes.
Your own cover page
Prefer your cover? Drop it in — our gold-standard formatting carries the rest.
Your disclosures & forms
Add the exact disclosures and inclusions you require. Already have them? Upload them.
Want your proposal rebuilt exactly as it is today? We do that too — see below.
Already love your proposal? Keep every inch of it.
This is our Gold Standard. Prefer your own? You're never forced into our template — hit Lift, and our engine rebuilds the very same proposal in your exact format, flawless every time.
From quote documents to a finished proposal. Effortless.
You can't paste your quotes into a chatbot and get the same proposal twice. AgencyLift can — point, click, done. About two minutes, start to finish.
Bring your quote documents
Drop in your quote documents. Simple — minutes, not hours.
We build it in your brand
Your finished proposal comes back in your exact brand — our Gold Standard, or your own custom template — logo, colors, and voice, all yours.
Deliver with confidence
Every form, disclosure, and carrier rating accounted for. Hand over something you're proud to put your name on.
Pricing that scales with your agency.
Simple and transparent — from a single producer to a national brokerage. No per-document surprises; your plan is set when you onboard.
- Gold Standard template, your brand
- Built-in E&O audit
- Word & PDF export
- Everything in Solo
- Your template, rebuilt & automated
- Team seats & shared branding
- Priority support
- Everything in Agency
- Unlimited templates & lines
- SSO, security review & SLAs
- Dedicated onboarding
Beautiful is the easy part. We make it bulletproof.
Every proposal is reviewed against the standard before it reaches your client. Missing forms, absent disclosures, unrated carriers, premiums that don't add up — the gaps that turn into errors-&-omissions claims. We catch them, so you don't carry them.
Not just better proposals. A safer book of business.
What you place is nobody's business but yours.
Insurance is competitive. The markets you access, the carriers you quote, the clients you write — no other agency ever sees any of it. Your data is encrypted, walled off to your agency, and never sold, shared, or used to train anything.
Built by insurance people. For insurance people.
Most insurtech is built by software companies who've never placed a policy. We're not them. AgencyLift comes from people who've sat in the producer's chair — who know what a clean property & casualty proposal looks like, why a missing form matters, and what wins a renewal.
"We are insurance. We know insurance. So our tools fit the way agencies actually work."
Made specifically for property & casualty agencies — from the largest global broker to the smallest independent shop.
Your agency, elevated.
Make the best proposal in the room your standard — in your brand, with your name protected.