Commercial Quote Preparation for Retirement Plan Administrators with DATAIR
The Problem
Quoting a new 401(k) TPA 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 DATAIR
AI builds the submission from the broker's intake, routes to carrier APIs via Relius, and assembles the quote comparison — submission-to-proposal time drops from 5 days to same-day. Purpose-built for teams running DATAIR — uses the native API or agent integration so nothing leaves the system of record.
DATAIR Integration Approach
Audit your DATAIR configuration
We map the specific DATAIR objects, custom fields, and workflows the automation needs to touch for your 401(k) tpa practice.
Build on the DATAIR API or agent
Integration happens inside DATAIR — 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 DATAIR with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your DATAIR instance
30-minute call. We'll look at your actual DATAIR setup and show exactly how this workflow fits.