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Insurance Proposal Maker

Posted by on in Insurance 101
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Insurance Proposal Software doesn't need to be complex or confusing. If you run an agency that runs on a high volume of policies, let The Policy Spot show you how easy and fast creating Automated Insurance Proposals can be. Harvesting data from your website and turning that data into an Automated Insurance Proposal is easy with The Policy Spot's Insurance Proposal Maker. It doesn't matter if you are selling General Liability or Workers Comp, we can use your agencies template proposal, or we can create a new proposal for you. Our Insurance Proposal Maker will make your life much easier, and much more productive. Please visit here for more information.


Always an entrepreneur I have been in business for myself since 8th grade when I sold candy out of my briefcase after school. During college I ran a successful website design company which focused on mobile and email delivery of entertainment. After releasing mobile and email street team projects with music icons such as U2 and Blues Traveler, I took my talents to the fast paced world of liquor advertising. After numerous successful high end campaigns for household brands like, Absolut, Crown Royal, and Jack Daniels, I was presented the opportunity to change paths and create a management system for a large MGA in California. True to my adventurous spirit, I moved to Orange County and dove head first into all the glitter and lights that is insurance!

Many years of creating insurance raters, management systems, and policy delivery platforms for large MGA's, finance companies, Risk Retention Groups, and Insurance Companies has given me a great look at the inner-workings of the insurance industry. Seeing the amount of software companies increase about 15,000% in the last few years I noticed how few actually understand what insurance people need. One EASY TO USE system to store and share docs and basic information about a policy. PolicySpot was born.

PolicySpot is my passion, and adding every usable feature for an insurance agent to bolster their customer service is my mission.


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Guest Saturday, 24 March 2018