Turn quotes into client-ready proposals
Create a branded proposal from reviewed quote data, with exceptions and release decisions kept under human oversight.
Rebuild the proposal clients actually judge
- Start with the carrier artifact In the supplied walkthrough, Proposal Studio ingests Pekin Quote 0083249165, a 17-page PDF with an unpopulated "undefined" field and transaction footers.
- Review source and draft together Compare the carrier PDF with the generated proposal so extracted values, missing details, and exceptions can be checked before client release.
- Compose eight clear pages Build the cover, at-a-glance summary, property, liability, endorsements, EPLI, next steps, and disclosures from reviewed data.
- Validate plain-English coverage Translate each coverage line using the actual limit and endorsement. Route uncertain or conflicting language to a person instead of guessing.
- Reconcile every dollar In the supplied example, property $4,364 plus liability $5,584 plus EPLI $428 reconciles to the $10,376 total package.
- Deliver the agency-branded proposal Apply approved agency branding, agent details, disclosures, and next steps, then output a signable PDF and optional web proposal.
From carrier PDF to signable proposal
A controlled seven-step workflow moves source documents into branded output without replacing the AMS or removing human judgment.
- Ingest with Document AI Receive carrier proposals from Pekin, Nationwide, Travelers, Liberty Mutual, CNA, and other formats through the Document AI Engine.
- Structure every declaration Extract locations, buildings, property, liability, endorsements, EPLI, umbrella, workers compensation, and financing into the proposal schema.
- Enrich from the AMS Pull the insured record, DBA, addresses, and available account details through the AMS connector.
- Apply agency brand settings Add the approved logo, palette, agent contact details, and disclosures stored in agency settings.
- Translate coverage language Explain each coverage line in plain English using the actual limit and endorsement, with uncertain language held for review.
- Compose and approve Build the cover, summary, coverage, endorsement, next-step, and disclosure pages, then keep exceptions visible for human approval.
- Deliver and file Generate a signable PDF and optional web proposal, then file the approved output to the AMS document folder.
Start with cycle time. Measure client outcomes next.
The supplied use case estimates 60-120 minutes of manual assembly versus under 3 minutes. Results depend on document quality, workflow scope, and review requirements.
- Manual assembly today Manual proposal assembly baseline stated in the supplied Proposal Studio use case. 60-120
- Target workflow time Target cycle time stated for the automated proposal workflow in the supplied walkthrough. <3
- Demo regeneration Illustrative rebuild time after changing the property deductible in the supplied demo flow. 3
Bring a real proposal to the demo
Bring a carrier proposal and the output your team sends today. We will map extraction, review, branding, delivery, and AMS fit with you.