Your AI Proposal & Quote Generation Teammate pulls rates, builds professional proposals, generates accurate quotes, and delivers formatted documents to agents — cutting quote turnaround by 80% and helping you win more business.
From submission to delivered proposal, your AI teammate handles every step of the quoting workflow with speed and precision.
Connects to rating engines, pulls applicable rates for each coverage line, and calculates premiums — ensuring accurate pricing every time.
Builds professional, branded proposals with coverage summaries, pricing breakdowns, terms and conditions, and comparative options.
Generates multiple coverage options with different limits, deductibles, and pricing tiers — giving agents the flexibility to close deals faster.
Delivers formatted proposals and quotes directly to agents via email, portal, or API — with tracking and follow-up automation built in.
Analyzes risk profiles and suggests optimal coverage configurations based on historical data, loss patterns, and underwriting guidelines.
Ensures every quote includes required state-specific forms, disclosures, and compliance language — eliminating costly omissions.
Designed for the executives and managers responsible for new business, agent relationships, and revenue growth.
New business leaders who need to reduce quote turnaround, increase bind rates, and grow premium volume without proportional headcount increases.
CROs and Chief Distribution Officers focused on premium growth, agent satisfaction, and competitive positioning in the market.
Distribution managers who need to improve agent experience, provide faster quotes, and strengthen carrier-agent relationships.
AI Proposal & Quote Generation directly displaces manual quoting bottlenecks that cost you business.
Every AI Quote Generation deployment is benchmarked against the metrics that drive revenue growth.
Quotes delivered in minutes instead of days — giving you a first-mover advantage on every submission.
Each underwriter or quoting specialist can generate 5x more quotes with AI handling the heavy lifting.
Faster, more professional quotes with multi-option flexibility drive measurably higher conversion.
Automated rate pulling, document generation, and delivery cut the cost of producing each quote in half.
Automated rate calculations eliminate manual pricing errors that lead to E&O exposure.
Faster turnaround and professional proposals strengthen agent loyalty and appointment retention.
Your AI teammate integrates with the rating engines, PAS, and distribution platforms you already use.
Native integration for submission intake, rate retrieval, quote creation, and proposal generation.
Bi-directional sync with Duck Creek for rate calculations, quote assembly, and document generation.
Connects to Earnix, Guidewire Rating, and custom engines for real-time premium calculations across all lines.
Delivers quotes through agent portals, email, and partner APIs with tracking and delivery confirmation.
Generates and stores proposals in OnBase, ImageRight, and other ECM platforms with full versioning.
RESTful APIs and configurable webhooks for custom integration with any rating or distribution system.
A structured, phased deployment that delivers faster quotes from the first sprint.
Every quote is auditable. Every proposal is governed. Built for regulated insurance environments.
Complex or high-value quotes route to senior staff for review. AI handles standard quoting at scale.
Full pricing audit trails, rate change logs, and compliance documentation for regulatory review.
AES-256 encryption, data residency controls, and configurable retention policies for every jurisdiction.
Automatic inclusion of required forms, disclosures, and compliance language for every state and jurisdiction.
See measurable results — faster quotes, higher bind rates, and more revenue — within your first month. No multi-year commitment.