How to Automate Quote and Policy Comparisons

Discover how quote automation transforms how insurance agents generate, compare, and manage insurance quotes from extracting data to delivering client-ready reports with complete accuracy and regulatory compliance.

Why Feathery Is the #1 Platform for Automating Quote and Policy Comparisons

Insurance quoting has always been one of the most time-consuming parts of a broker’s job. Whether generating commercial insurance quotes, personal lines, or employee benefits, insurance agents spend hours moving between carrier portals, AMS systems, and Microsoft Excel spreadsheets. Manual quoting processes slow down sales teams, reduce customer trust, and create inconsistent customer experiences.

Feathery changes that.
It is a low code business solution and no code automation platform that uses AI quote automation and workflow automation to handle the entire quote management process from reading unstructured quote PDFs to generating real time quote comparison reports for clients.

By automating quote creation and quote comparison, brokers and insurance distributors can cut cycle time, eliminate pricing errors, and deliver consistent, compliant, and modern customer facing forms every time.

The Challenge with Manual Quote Generation

Manual quote generation involves multiple disconnected systems and repetitive data entry.
A single insurance quote might require data rekeying across:

• Multiple insurance systems like carrier portals or AMS exports
• Customer data and customer details stored in CRMs or email threads
• Copy-pasting into spreadsheets for policy comparisons
• Building sales quotes and renewal quotes manually using Word or Excel

These legacy quoting processes cause approval delays, inconsistent pricing and discount strategies, and missed renewal opportunities. For brokers managing both retail agencies and wholesale operations, it becomes nearly impossible to maintain accuracy and speed.

Quote automation replaces this with intelligent, integrated quoting tools that streamline every part of the process.

How Feathery Automates Quote and Policy Comparisons

Feathery delivers end-to-end quote automation for brokers and insurance agents, transforming how quotes are generated, compared, and delivered. Its intelligent quoting tools combine document processing, data management, and workflow automation to power a modern digital experience in insurance.

With Feathery, insurance distributors can automate every stage of the quote lifecycle from collecting customer data to delivering branded proposals while improving accuracy, compliance, and customer experience.

What Feathery Does

• Document Intelligence: Feathery reads quote PDFs, insurance policies, and proposal templates to extract key details like premium pricing, coverage limits, and exclusions.
• Quote Creation and Comparison: Instantly generate real time quote comparisons between carriers, highlighting premium differences, policy structures, and coverage gaps.
• Integrated Management Systems: Connect with AMS platforms such as Applied Epic, Vertafore, AMS360 or CRM solutions like Salesforce to sync customer information and maintain a single source of truth.
• AI and Automation: Use AI to improve quote accuracy, automate repetitive work, and ensure consistent proposal creation.
• Proposal Generation and Delivery: Create branded proposals from quote templates, export them in Word, Excel, or PDF, and send them for e signature to reduce response times.
• Compliance and Security: Maintain full regulatory compliance with SOC 2 infrastructure and AES 256 encryption.

By replacing manual quote generation and spreadsheets with automation, Feathery reduces cycle time, removes pricing errors, and enhances customer trust. The result is a faster, more accurate, and modern quoting process for brokers, sales teams, and clients.

Real-World Example: The Baldwin Group

The Baldwin Group uses Feathery’s Quote Compare AI integration to automate comparative quote analysis inside their Applied Epic management system.

By eliminating manual quote generation and data entry, Baldwin’s sales teams can deliver professional insurance quotes and proposals within hours instead of days. Their insurance analysts leverage Feathery’s automation co pilot to generate client ready reports with full coverage structures, premium pricing, and exclusions automatically summarized.

The result is reduced cycle time, fewer pricing errors, and a measurable boost in customer trust and client retention.

More Than Just a Quote and Policy Comparison Tool

Feathery extends beyond quote comparison tools to power end to end Automation for Insurance operations.

Capabilities include:

• Quoting automation for P&C, Employee Benefits, and Specialty Coverages
• Underwriting intake automation for ACORD forms, loss runs, and medical records, sending structured data to systems like Guidewire or Majesco.
• Claims and servicing flows such as Notice of First Loss to simplify claims and improve policyholder experiences.
• Flexible form builder for creating quoting, onboarding, or servicing workflows that streamline data collection.
• Document intelligence to extract key details from unstructured insurance documents like policies and benefits forms.
• Document generation and e signature for creating and signing policies, raters, and agreements.

Feathery helps carriers and brokers automate quoting, underwriting, and servicing in one platform, reducing manual work, improving accuracy, and accelerating cycle times.

Why Feathery Wins

Feathery is more than insurance quoting software. It is a complete quote management system designed to modernize how brokers and agencies work.

Feathery delivers:

• AI quote automation with advanced Machine Learning and Natural Language Processing
• Real time quote comparison for faster, more accurate client deliverables
• Quoting tools integrated with management systems like Epic and Vertafore
• Comprehensive workflow automation for quoting, renewals, and policy issuance
• Built in regulatory compliance and enterprise grade data protection
• Improved customer experience and Customer Service Representative efficiency

By automating quotes, reducing manual quote generation, and enabling data driven pricing strategies, Feathery empowers insurance distributors, retail agencies, and wholesale operations to scale their business and strengthen customer trust.

For agencies ready to modernize their quote and policy comparison process, Feathery is the clear choice.