Quote comparison summaries
Every insurer's quote in one table the day the last one lands, so the broker spends their time judging, not retyping.
Hours back
4
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
Quotes collected from the inbox
Insurer quote emails for an account are gathered as they arrive and saved to the client folder.
- 02
Key terms read from each PDF
Premium, taxes and fees, limits, excesses, notable exclusions and subjectivities are pulled from each quote, with the page number they came from.
- 03
One comparison sheet
Insurers side by side, with last year's terms in the first column so the broker can see what's changed.
- 04
Differences flagged
A lower limit, a new exclusion, or a cover that's missing compared with the expiring policy is highlighted rather than buried.
- 05
A draft summary for the client
Plain English notes the broker can edit into the client's renewal report. Nothing goes to the client until the broker sends it.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
The broker checks every figure against the source quote and makes the recommendation. The summary is a starting point, never advice.
What it's worth
What those hours add up to.
4 hours a week, over 46 working weeks, is 184 hours a year. At $50 an hour, that’s
$9,200
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
Quotes arrive as PDFs in different layouts. Someone copies premiums, limits, excesses and the endorsements that matter into a spreadsheet, then the broker double-checks it before writing the recommendation.
What we build
- Quotes collected from the inbox
- Key terms read from each PDF
- One comparison sheet
- Differences flagged
- A draft summary for the client
A month in
Comparisons are ready the day the last quote lands. That's about 4 hours a week of retyping gone, and the broker's time goes into the conversation with the client.
Why every figure links back to the quote
A neat table is only useful if the broker can trust it. Each figure notes the quote and page it came from, so checking a number takes seconds and a mistake gets caught before it reaches the client.
FAQ
Could AI misread an insurer's quote?
Yes, it can, which is why every figure in the comparison points to its source page and the broker reviews the sheet before anything is shared. Anything that couldn't be read clearly is marked as unread, not guessed.
Does the quote comparison recommend an insurer?
No. The comparison lays out the differences in premium, limits, excesses and exclusions. The recommendation is the broker's.
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