# Commercial Quote Preparation for Investment Banking Analysts

> AI builds the submission from the broker's intake, routes to carrier APIs via Datasite, and assembles the quote comparison — submission-to-proposal time drops from 5 days to same-day.

- **Role:** [Investment Banking Analyst](https://calish.com/workflows/for/investment-banking-analyst/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Investment Banking](https://calish.com/workflows/specialty/investment-banking/)
- **Action:** Commercial Quote Preparation
- **Canonical URL:** https://calish.com/workflows/commercial-quote-preparation-for-investment-banking-analyst/

## The Problem

Quoting a new Investment Banking 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 Datasite, and assembles the quote comparison — submission-to-proposal time drops from 5 days to same-day.

## Tools & Integrations

- Datasite
- Intralinks
- Capital IQ
- Bloomberg Terminal
- Slack

## How It Works

1. **Discovery call.** We map your current commercial quote preparation process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [Datasite](https://calish.com/workflows/with/commercial-quote-preparation-for-investment-banking-analyst-with-datasite/) — Commercial Quote Preparation built natively in Datasite
- [Intralinks](https://calish.com/workflows/with/commercial-quote-preparation-for-investment-banking-analyst-with-intralinks/) — Commercial Quote Preparation built natively in Intralinks
- [Capital IQ](https://calish.com/workflows/with/commercial-quote-preparation-for-investment-banking-analyst-with-capital-iq/) — Commercial Quote Preparation built natively in Capital IQ
- [Bloomberg Terminal](https://calish.com/workflows/with/commercial-quote-preparation-for-investment-banking-analyst-with-bloomberg-terminal/) — Commercial Quote Preparation built natively in Bloomberg Terminal

## Related Workflows

- [Quarterly Commentary & Client Letter for Investment Banking Analysts](https://calish.com/workflows/quarterly-commentary-and-client-letter-for-investment-banking-analyst/)
- [Communication Compliance Surveillance for Investment Banking Analysts](https://calish.com/workflows/communication-compliance-surveillance-for-investment-banking-analyst/)
- [Loan File Assembly for Investment Banking Analysts](https://calish.com/workflows/loan-file-assembly-for-investment-banking-analyst/)
- [Conditional Approval Response for Investment Banking Analysts](https://calish.com/workflows/conditional-approval-response-for-investment-banking-analyst/)
- [Policy Renewal Outreach for Investment Banking Analysts](https://calish.com/workflows/policy-renewal-outreach-for-investment-banking-analyst/)
- [Closing & Title Package Prep for Investment Banking Analysts](https://calish.com/workflows/closing-and-title-package-prep-for-investment-banking-analyst/)

---

Book a free 30-minute consultation: https://calish.com/contact