Coverage options,
clearly presented.
Prepared forYour client
Built for commercial insurance teams
Turn quote emails into proposals you're ready to stand behind.
Inspacket brings quote documents, review, and proposal preparation into one focused agency workspace—while keeping the producer in control of every client-facing decision.
Email-first workflow Organization-scoped Human approval required
New quote threadThree options received3 PDF attachments · forwarded by your producer
NewOrganizing source documentsReady for review
Coverage options,
Agent review
One clear decision point
- Sources kept with the job
- Packet version recorded
- Suggested email prepared
Meet producers in emailStart with the quote workflow agencies already know.
Separate every agencyWork stays tied to the active organization.
Keep documents privateFiles use private, organization-prefixed storage.
Bring the teamAdmins can invite and manage salespeople.
A calmer operating rhythm
From crowded inbox to client-ready packet.
Inspacket creates a clear path through the work without hiding the source material or removing the agent from the decision.
01
Forward the quote email
Send carrier and wholesaler emails—with their attachments—to your agency's Inspacket inbox.
02
Organize the source material
Keep quote documents together in one organization-scoped job instead of chasing files across threads.
03
Review before it leaves
Work through discrepancies, compare the source material, and keep the licensed agent in control.
04
Prepare the client packet
Create a consistent proposal package and suggested client email for the agent's final approval.
Built around the actual work
More than a document generator.
Proposal quality depends on what happens before the PDF. Inspacket is structured around the job, its source documents, review state, packet versions, and the people responsible for the final decision.
- Persistent job historyKeep source records and packet versions connected.
- Review-oriented workflowSurface what needs attention before the handoff.
- Agency-controlled deliveryReturn the work to the producer for approval.
Proposal jobOrganization workspace
Named insuredYour Client's Business
Ready for reviewA complete proposal workspace
The right structure around every proposal.
Email-first intake
Start from the workflow your producers already use. Forward the quote thread instead of rebuilding the submission by hand.
One job, every source
Keep carrier documents, revisions, packet versions, and activity associated with the correct insured and agency.
Source-linked review
Design review around the underlying quote material so important values can be checked before presentation.
Client communication support
Prepare a suggested email alongside the packet so the producer has a complete, editable handoff.
Built for agency teams
Use Clerk Organizations to invite multiple salespeople while keeping every agency's work in its own workspace.
Human-controlled release
Inspacket is designed to return work to the agent for review—not automatically send material to the insured.
Your agencyOne organized workspace
AM
Agency adminManages the team
JP
ProducerOwns client work
RS
ReviewerChecks the packet
One agency, many producers
Give the whole sales team a shared operating system.
Every agency receives its own organization. Administrators can invite salespeople, manage membership, and keep proposal work associated with the correct team.
Organization-based membership Admin and producer roles Organization-scoped records
Simple usage pricing
Pay for finished proposal work—not seats.
We configure your agency's brand, inbox, team workflow, and report template. After onboarding, usage follows the completed packets your team creates.
- No charge for failed processingCorrections caused by an extraction issue are included.
- Team access includedInvite the producers who belong to your Clerk organization.
- Monthly usage billingCompleted reports are accumulated into one monthly bill.
Onboarding & brand configuration$500
One-time fee · first 10 completed reports included
Then$4per completed comparison packet
- Up to four carrier quotes
- $1 for each additional quote
- Branded PDF and suggested email
- Human review before release
Security in the architecture
Your client work should stay inside your agency boundary.
Inspacket's current foundation is built around authenticated organizations, server-side authorization, private document storage, and verified provider webhooks.
Tenant context is derived from the authenticated Clerk organization before data is queried.
Blob storage uses private access and organization-prefixed paths for reads and writes.
Clerk organization webhooks are signature-verified and processed idempotently.
The release model is designed to keep the producer responsible for client-facing delivery.
Common questions
A straightforward way to understand Inspacket.
Who is Inspacket for?+
Commercial insurance agencies and producers who receive quote documents by email and need a more consistent path from source material to client presentation.
How does pricing work?+
Onboarding and brand configuration is a one-time $500 fee and includes the first 10 completed reports. After that, each completed comparison packet is $4 for up to four quotes, with additional quotes billed at $1 each. Usage is accumulated into one monthly bill.
Does Inspacket replace the agent?+
No. The agent stays responsible for review, approval, and client communication. Inspacket is designed to reduce assembly work and make the review trail easier to follow.
Can multiple salespeople work in one agency?+
Yes. Each agency uses a Clerk Organization, where administrators can invite and manage multiple team members.
Is one agency able to see another agency's work?+
The application is designed around organization-scoped authorization. Database queries and private document paths are tied to the active organization.
Does Inspacket send proposals directly to insureds?+
No. The current release model requires human approval and returns the prepared material to the agency workflow.
Is the product available today?+
Inspacket is in private early access while the complete email intake and proposal pipeline is being finished. You can create an account and establish your agency workspace now.
Private early access
Build a better proposal workflow before the next quote lands.
Create your agency workspace, invite the team, and be ready for the full email-to-proposal experience.