Simply upload the quote documents you've received from various insurers for a client.
Our AI parses the key details—premiums, limits, exclusions, and conditions—and generates a data-driven recommendation.
Review the proposal, add your own expert insights, and generate a beautifully branded, client-ready outputs with one click.
Eliminate Tedious Data Entry. Save hours of manual work and avoid the copy-paste errors that can undermine your professionalism and create E&O risks.
Justify Your Advice with Confidence. Back up your expertise with a clear, logical, and data-driven rationale that helps clients understand the value you provide.
Combine AI Efficiency with Your Expert Touch. Deliver high-impact, and professional advice in a fraction of the time, freeing you up to manage more clients and close more business.
Drag and drop your quote PDFs into the platform. Our AI reads and structures the critical data points from each insurer, lining them up for a perfect side-by-side comparison.
Propose doesn’t just show you a table of numbers. It analyzes the differences in coverage, limits, and pricing to generate a plain-English written recommendation for the best option, which you can then edit and adopt.
The final output is a polished, professional document that incorporates your logo, colors, and branding. You are always in control, with the ability to review, edit, and add your own commentary before sharing.
