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15
DECISION INTELLIGENCE

Quote Agent

Generate instant quotes with competitive positioning analysis. Includes automatic non-disclosure agreement handling and submission tracking.

Production Ready
Re/Insurance

The Problem

Underwriters manually create quotes by copying data into templates, checking authority limits, and emailing brokers. This takes 2-4 hours per quote and creates inconsistent formatting, delayed responses, and missed follow-ups.

The Solution

Automated quote generation that pulls underwriting decisions into professional templates, validates authority limits, includes all required terms and conditions, and tracks submission status. Generates quotes in under 5 minutes with automatic follow-up reminders.

Key Benefits

Generate quotes 95% faster than manual

Consistent professional formatting

Automatic authority limit validation

Embedded NDA and compliance disclosures

Automated follow-up and renewal reminders

Return on Investment

Time Savings
Win 30% more business with faster turnaround
Speed Improvement
5-minute quotes vs. 2-hour manual process

Technical Specifications

Input Formats

  • Underwriting decisions
  • Pricing outputs
  • Template libraries
  • Compliance libraries

Output Formats

  • PDF quotes
  • Email delivery
  • Portal publishing
  • CRM integration

Integrations

  • Underwriting systems
  • CRM platforms
  • Email systems
  • Document management

Common Use Cases

01

New business quote generation and delivery

02

Renewal quote creation with prior terms comparison

03

Multi-quote comparison for complex programs

04

Automated quote follow-up and tracking