Agents upload a carrier application PDF. Within seconds, they get a branded coverage summary they can review, edit, and hand to the client. Every field is checked against QA rules that took 30 years to learn. All carriers supported.
Agents upload the client's current dec page and the new proposed carrier quote. The system automatically produces a clean comparison PDF, writes a summary email in the agent's own voice, and drops both into an Outlook draft ready for the agent to review and send.