Built for brokers
Most proposal software starts with a template.
Harborly starts with your client information.
Plans, rates, census, and recommendations are already connected.
Harborly starts with your client information.
Plans, rates, census, and recommendations are already connected.
Show the value, not just the plans
Clients don't need every deductible memorized.
They need to understand what changed, why it matters, and what you recommend.
Harborly turns plan comparisons into a story clients can follow and a recommendation they can trust.
They need to understand what changed, why it matters, and what you recommend.
Harborly turns plan comparisons into a story clients can follow and a recommendation they can trust.
Ready to present
Creating a proposal shouldn't mean hours of formatting, copying content between slides, or rebuilding the same comparisons.
Generate polished, branded proposals in minutes, then spend your time preparing for the client conversation.
Generate polished, branded proposals in minutes, then spend your time preparing for the client conversation.
