Carrier Quotes to Client Proposals in 5 Minutes.
Turn messy, 100 page carrier PDFs into clean, side by side comparisons and branded presentations without touching a spreadsheet.
Stop the Manual Proposal Grind
Building proposals manually is a low value task that consumes high value producers. Automate the grunt work.
Copy Paste Nightmare
Manually extracting data from carrier PDFs and pasting it into your proposal template is tedious and soul crushing.
Inconsistent Formatting
Fighting with fonts, alignment, and tables in Word or Excel makes your agency look less polished than it is.
Data Errors
One typo in a premium amount or limit can cost you the deal or lead to serious coverage disputes later.
Why Automate Proposals?
Transform your workflow from a manual grind to a streamlined, automated powerhouse.
Smart Data Extraction
Our AI engine analyzes raw carrier quotes Travelers, Liberty, Chubb, C N A, and more—instantly extracting premiums, limits, deductibles, and coverages with 99.9% accuracy.
Side by Side Comparison
Automatically organize different carrier options into a clean, easy to read comparison table. Highlight the best value and coverage differences effortlessly.
Agency Branded Proposals
Generate beautiful, PDF proposals with your agency's logo, colors, and legal disclaimers. Impress clients with a Fortune 500 look.
Instant Turnaround
What used to take 2 3 hours of manual typing now takes 5 minutes. Free up your team to focus on selling and relationship building.
Smart Data Extraction
Our AI engine analyzes raw carrier quotes Travelers, Liberty, Chubb, C N A, and more—instantly extracting premiums, limits, deductibles, and coverages with 99.9% accuracy.
Side by Side Comparison
Automatically organize different carrier options into a clean, easy to read comparison table. Highlight the best value and coverage differences effortlessly.
Agency Branded Proposals
Generate beautiful, PDF proposals with your agency's logo, colors, and legal disclaimers. Impress clients with a Fortune 500 look.
Instant Turnaround
What used to take 2 3 hours of manual typing now takes 5 minutes. Free up your team to focus on selling and relationship building.
3 Simple Steps to Success
Upload Quote
Drag and drop your carrier quote PDF directly into the portal.
AI Extraction
Our engine reads premiums, limits, and coverages instantly.
Download Proposal
Get a fully branded, client ready proposal in seconds.
Upload Quote
Drag and drop your carrier quote PDF directly into the portal.
AI Extraction
Our engine reads premiums, limits, and coverages instantly.
Download Proposal
Get a fully branded, client ready proposal in seconds.
Trusted by Top Agencies
Suitable for agencies in the USA and Canada. Join the thousands of producers saving time every day.
"I can get a quote request in the morning and have a full professional proposal in the client's hands by lunch. It's a game changer for our agency workflow."
"The formatting logic is incredible. It handles the nuances of our Canadian carrier quotes perfectly. No more manual copy pasting from messy PDFs."
Frequently Asked Questions
Everything you need to know about automated proposal generation.