Proposal Generation
Personalised quotes and bundles on demand.
Not a chatbot, an insurance specialist. Builds tailored quotes and coverage bundles from a customer's risk profile, ready to share and ready to bind. The code is yours.
- Third-party feeds
- Documents & forms
- System records
- Exception flags
- Structured records
- Drafted communications
Why this work breaks at scale.
Copy, paste, reconcile, repeat, across tools that don't talk. Expensive, inconsistent run to run, and hard to audit later.
What the Proposal Generation does for your team.
Escalates cleanly
Knows the edge of its competence and hands off without losing a single line of context.
Reads what you already have
Ingests documents, records, and messages in the formats your insurance stack produces, no clean-room data prep required.
Explains every decision
Each output ships with its reasoning and the source it drew from, so a reviewer can confirm rather than re-derive.
Human-in-the-loop by design
Routine cases run end-to-end; anything above your confidence or value threshold is routed to a person with the full context attached.
Quote, bind, and pay, without the swivel-chair.
Ingest
Pulls in the relevant records and documents the moment they arrive.
Extract & validate
Structures the data and checks it against your rules and reference masters.
Decide or draft
Resolves the routine case or prepares a recommendation for review.
Post & log
Commits the outcome to your system of record with a full audit trail.
- Third-party feeds
- Documents & forms
- System records
- Email & chat
- Exception flags
- Structured records
- Drafted communications
- Posted transactions
Deployed into the systems you already run.
No rip-and-replace. The Proposal Generation connects to your existing insurance tooling and writes back to your system of record.
Deployed for Life & retail distribution teams — more cross- and up-sell.
The practical details.
Every action is logged, reversible, and traceable to source, giving you 100% audit coverage. The platform is SOC 2 compliant and deployable in your private cloud or on-prem.
A first version typically runs against your own data within weeks, the first agent can be live in as little as 48 hours, with full deployment in two to eight weeks.
Yes. You own 100% of the IP, code, and documentation. There is no platform lock-in and the full system transfers to your team.
No. It removes the low-judgment, repetitive work and routes anything consequential to a person with the context attached, so your team spends time where judgment actually pays off.
Policy Agent
Plain-language answers on the hardest clauses.
Submission Agent
Broker submissions, triaged in minutes.
Claims Document Intelligence
Reads the bills, estimates, and reports.
Risk & Guideline Validation
Every applicant, checked before you bind.