Commercial Quote Preparation 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.
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.