Commercial Quote Preparation for Insurance Brokers
Cut commercial quote preparation time by 5 days for Insurance Brokers.
The Problem
Quoting a new Commercial P&C Insurance account means pulling loss runs, building exposure schedules, and sending submissions to 6 carriers — and the carriers that respond fastest win.
What We Build
AI builds the submission from the broker's intake, routes to carrier APIs via Applied Epic, and assembles the quote comparison — submission-to-proposal time drops from 5 days to same-day.
Tools & Integrations
How It Works
Discovery Call
We map your current commercial quote preparation process and identify exactly where AI saves the most time.
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Frequently asked
How long does commercial quote preparation take manually for insurance brokers?+
In most commercial p&c insurance firms, commercial quote preparation consumes hours per matter or per week that AI can absorb. The exact savings depend on volume, but firms with mature workflows typically see 5 days improvement within the first quarter after deployment.
Can AI handle commercial quote preparation without losing accuracy?+
Yes — every workflow uses human-in-the-loop. AI does the deterministic 80% (data extraction, classification, routing); your insurance broker keeps every judgment call. Nothing ships without a defined approval point.
Will this require switching from Applied Epic?+
No. The automation runs on top of your existing Applied Epic setup using its API or agent integration — no migration, no parallel system, no license changes. Your team keeps using Applied Epic exactly as before.
How quickly can a insurance broker team deploy this?+
Most engagements ship the first working workflow in 2–4 weeks from kickoff: discovery call → fixed-price scope → build → review/refine. After that it runs on autopilot, with us monitoring for drift.
Is commercial quote preparation automation worth it for a small commercial p&c insurance firm?+
If your insurance brokers spend 5+ hours per week on commercial quote preparation, the ROI is clear. The build pays back inside the first quarter at that volume — and the time savings compound, since the workflow keeps running once deployed.
What happens when Applied Epic or our process changes?+
Workflows are versioned and monitored. When Applied Epic pushes API changes or your firm changes process, we update the workflow within days — no rebuild required.
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Ready to automate commercial quote preparation?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.