Review documents in 10 Min &
Generate Proposals in 5 Min.
A bespoke platform for insurance agencies that handles policy checking, proposal generation, and signatures in one seamless flow.
Your Agency is Bleeding Time
You didn’t hire producers to read policies line by line or rebuild proposals by copying the same details. Yet hours are lost cross-checking documents work that modern AI tools can now review, validate, and structure automatically.
Manually copying data to proposals
Extracting data from carrier PDFs and pasting it into proposals is tedious and error prone.
Manually comparing quotes, binders, and policies
Endless switching between Declaration pages and documents to find single discrepancies.
Chasing clients for missing intake details
Phone tag and email chains for missing intake details that slow down binding.
Automate the Busy Work
Intelligent tools designed to give time back to your producers.
| FIELD | POLICY | QUOTE | BINDER | STATUS |
|---|---|---|---|---|
The 10 Minute Turnaround
Upload your quote, binder, and policy. FBSPL AI instantly cross checks all three documents to reduce your policy checking time from 30 minutes to 10 minutes. It flags any mismatches in coverage amounts, deductibles, limits, and endorsements so your producers never miss a discrepancy.
Instant Client Presentations
Save time by not having to read through multiple quote documents. Create beautiful, branded proposals with a single click, while always staying in the loop to review and customize the outcome.
AMS
The Fastest Prospect to Client Journey
Put AI to work to capture all the right details in the fastest and smoothest way possible. Give your client the best experience and choose the fastest method to convert a prospect to a client.
Homeowner Insurance
Disclosures and Signatures
Wind Mitigation Documentation
Documentation that the building was built or retrofitted to meet the minimum standards of the state building code is required in order to receive wind loss mitigation credits. Policies will be endorsed and issued without a credit if this form is not on file when requested.
Notice of Animal Liability Exclusion
Unless the policy includes optional coverage for animal liability, Ovation Home Insurance Exchange ("Ovation" or the "Company") will not cover bodily injury or property damage caused by any animal owned or kept by any insured whether or not the injury occurs on your premises or any other location.
Zero Friction E-Signatures
Stop manually tagging documents. Our system scans the application, identifies every required signature, date, and initial field, and sends it via DocuSign in one click.
Works with Tools You Trust
We connect with the tools you already use, making adoption effortless.
DocuSign
Auto-tag and send documents for signature instantly.
Applied Epic
Two-way sync for policies, proposals, and client data.
What Our Customers Are Saying
"I used to hire a new admin for every 2 producers. With FBSPL AI, I haven't had to hire admin staff in two years, and our volume has doubled."
"The Auto-Tagger feature alone saves me about an hour a day. It used to take me 10 minutes to prep a DocuSign envelope. Now it takes 30 seconds."
"FBSPL AI has transformed our workflow. What used to take days now takes hours. Our clients are happier, and our team is more productive."
Stop Staring at Data. Start Closing Deals.
Join the top 3% of inclusive agencies who have automated their busy work. Get a personalized demo of FBSPL AI.
