Dashboard
The whole workspace at a glance.
Premium proposed by month
Pipeline
Recent activity
Proposals
All proposals in this workspace (admin view).
Build a proposal
Pull the call, pull the client, drop the policy.
| Client | Owner | Type | Status | Updated |
|---|
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.
Team
Who can see whose calls, and who is covering for who.
Controls what the call picker shows an agent: just their own calls, or the whole workspace's.
Link each teammate to their RingCentral extension so the call picker knows which calls are theirs. Pick one from the list if it loads, or just type the extension number, it saves either way.
| Name | Role | Extension |
|---|
Let one agent hear another's calls without switching workspace-wide visibility.
Deterministic by default Built in
Quote parsing, fee stamping, carrier masking, and deck assembly are deterministic code. Your documents never leave the workspace and nothing is used for training. The one AI step is transcribing and summarizing a recorded call, which runs once per call, is cached forever after, and costs about six cents per ten minutes of audio. Building a proposal from a dropped PDF uses no AI at all.
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 Built in
TLS in transit on every request. Your quotes, policies, and loss runs are parsed entirely in the browser with pdf.js and never uploaded to a server, so there is no document store to isolate or breach in the first place. Workspaces that connect their own RingCentral app get those credentials encrypted at rest with AES-256, and call transcripts and nightly database backups carry the same protection. The live database file on disk is not separately encrypted beyond that.
Checking backup and encryption status…
SOC 2 Type II Roadmap
Controls are being built against SOC 2 from day one, with the audit window planned for the first production year. Retention windows, a full workspace export, and workspace deletion are live today, right on this page, not waiting on that audit. SAML SSO is not built yet.
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.
Export your workspace
Download everything in this workspace: the appetite guide and its full history, every proposal, the audit trail, and the user list. Never includes passwords or RingCentral credentials.
Call recording retention
Call recordings and transcripts older than this are purged automatically. Leave it blank to keep them indefinitely.
Delete this workspace
This permanently deletes every proposal, the appetite guide and its history, the audit trail, and every user in this workspace. It also erases this workspace's call recordings, call audio, and cached transcripts from the server's disk. There is no undo. Download a copy above first if there is any chance you will want this later. Type summit below to confirm.