Dashboard
The whole workspace at a glance.
Premium proposed by month
Pipeline
Bound premium in June: $148,900. Fees captured on it: $1,600.
Recent activity
Proposals
All proposals in this workspace (admin view).
| Client | Owner | Type | Status | Updated |
|---|---|---|---|---|
| Northgate Holdings LLC | Jordan Reyes | New business | Draft | Today |
| Riverbend Storage LLC | Stacy Reed | Renewal | Proposal sent | Yesterday |
| Grace Community Church | Jordan Reyes | New business | Draft | 2 days ago |
| Lone Pine Freight LLC | Nancy Cole | Renewal | Bound | Jun 24 |
New proposal
Pull the call, pull the client, drop the policy.
Drop the carrier quote (and the prior policy, if any)
PDFs, any size. Drop a current policy too and the proposal adds a side-by-side comparison.
No quote handy? Download the sample carrier quote PDF and drop it right back in. It parses for real. Add the sample current policy too and the side-by-side comparison builds itself.
Brand
Your logo, colors, and type. This is what your proposals wear, the app stays neutral.
Start from a template
A quick starting point. Tweak anything after.
Logo
Upload a transparent PNG or SVG. Shows on every proposal cover.
Colors
Background and text drive the whole deck. Accent is your one highlight.
Typefaces
Google web fonts. Display is for headlines, body for everything else.
Brand from a guide or a prompt (beta)
Paste a brand guide or describe the brand, and we set the colors and type for you.
Vault
Your agency's brain. The engine consults it on every proposal.
Preferred markets by class Appetite
| Class | Market | Contact | Notes |
|---|
Fee schedule
These are the fees the engine stamps. Change them here and the next proposal uses the new numbers.
Coverage standards
Preferred vendors
Documents
Drop a markdown, TXT, PDF, or CSV anywhere on this page and the engine pulls the appetite rows, fees, standards, and vendors out of it for your review. Matching entries get replaced, new ones get added. Try it: download the sample SOP file and drop it back in. Encrypted per workspace, never used for training.
Security & trust
How ProClose treats your book of business.
Deterministic by default Built in
Proposals are parsed and assembled by a rules engine, not a language model. Your documents never leave the workspace, nothing is used for training, and there are no per-proposal AI costs. The optional Claude assistant (Anthropic API, zero data retention) reads your vault to suggest and apply changes in plain English, and it is exactly that: optional.
Carrier masking on every artifact Built in
Client-facing slides, PDFs, and exports show "A-rated company" instead of the carrier name, by rule. Your markets stay yours, even when a proposal gets forwarded around.
Fees can never be forgotten Built in
Policy fees and agency fees are stamped by code and validated before a proposal can finish. The audit trail shows they were disclosed, which is exactly what you want in an E&O file.
Roles and a full audit trail Built in
Owner and producer roles. Every build, edit, export, and email is logged per proposal, so you always know what the client was shown and when.
Encryption Production build
TLS 1.3 in transit and AES-256 at rest, with per-workspace isolation for uploaded quotes, policies, and loss runs. Daily encrypted backups with point-in-time restore.
SOC 2 Type II Roadmap
Controls are built against SOC 2 from day one, with the audit window planned for the first production year. SAML SSO, retention windows, and one-click workspace export or deletion ship alongside it.
Founding 50 plan 37 of 50 spots left
$399/mo list $199/mo, locked for life. Unlimited users, unlimited proposals, one flat agency price. Self serve, no demo call, cancel any time.
Fee Capture Guarantee: if the app does not capture at least 3x your subscription in fees in your first 90 days, we refund every dollar and comp your next 3 months.
Your password
Change the password for your ProClose account.