Commercial Quote Preparation for Financial Advisors with Orion
The Problem
Quoting a new Wealth Management account means pulling loss runs, building exposure schedules, and sending submissions to 6 carriers — and the carriers that respond fastest win.
What We Build in Orion
AI builds the submission from the broker's intake, routes to carrier APIs via Orion, and assembles the quote comparison — submission-to-proposal time drops from 5 days to same-day. Purpose-built for teams running Orion — uses the native API or agent integration so nothing leaves the system of record.
Orion Integration Approach
Audit your Orion configuration
We map the specific Orion objects, custom fields, and workflows the automation needs to touch for your wealth management practice.
Build on the Orion API or agent
Integration happens inside Orion — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Orion with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Orion instance
30-minute call. We'll look at your actual Orion setup and show exactly how this workflow fits.