Getting started
What ProClose is, how sign-in and roles work, and the fastest path to your first client-ready proposal.
How can we help?
Building proposals
Build a priced proposal from a carrier quote PDF, add the current policy, steer the pre-build options step, and manage your proposals.
How ProClose reads documents
The deterministic parser, what it extracts from a quote, page citations, carrier masking, and what to do when a PDF does not parse.
The proposal deck
Every slide explained: premium and agency fees, the side-by-side comparison, coverage gaps, subjectivities, and recommendations.
Editing and presenting
Edit any slide on the canvas or in the outline editor, keep totals in sync, brand the deck, and present it.
The Vault
Your agency's brain: the appetite guide, fee schedule, coverage standards, vendors, and the documents that feed them.
Call intelligence
Pull a recorded sales call, turn it into structured insights, and open with a discovery brief before a quote exists.
Exporting and sharing
Print to PDF, export HTML or Markdown, email a proposal, and where client links stand today.
Security and your data
Where your data lives, what leaves your machine and what never does, and the Security page in the app.
Troubleshooting and FAQ
Answers to common questions and fixes for parsing, call analysis, and Vault problems.