Trusted by leading insurance brokerages

Building proposals is still too manual

Teams spend hours pulling data from carrier quotes, comparing options, and formatting outputs.

By the time proposals are ready, the opportunity can already be slipping.

Hours lost to manual data entry and comparison

Inconsistent proposals across teams

Slower responses lead to lost opportunities

From quote to proposal, without the manual work

Feathery structures data from carrier quotes and internal systems, compares policies, and generates proposals — so your team can respond faster, handle more opportunities, and deliver more consistent, higher-quality proposals.

Extract and structure data from PDFs, spreadsheets, and AMS systems

Handles messy data across formats and carriers

Compare policies across carriers without manual work

Generate proposals and benefit guides automatically

Works within your existing workflow without system replacement

Put AI to work across your brokerage operations.

Use Robin to build and adapt the workflows behind submissions, quoting, proposals, and client service, then surface the information your teams need as work moves forward.

Build and adapt with AI

Describe what you need. Robin helps build or modify the workflow as your processes and requirements change.

Surface insights and next steps

Bring together data from submissions, documents, carriers, and connected systems to identify what needs attention and support better decisions.

Explore Robin
Robin chat interface showing suggested actions for a broker: create a workflow, search, summarize, or analyze an extraction, with example prompts from a Broker Builder and Wealth Assistant.

Workflows built for real broker operations

From submission intake to proposal generation,
automate the manual work slowing brokers down.

Proposal & Benefits Guide Generation

Generate client-ready proposals and benefit guides from structured data with consistent formatting.

Learn more

Comparative Policy Analysis

Compare carrier quotes and generate structured comparisons without spreadsheets or manual work

Learn more

Submission Intake

Capture and structure carrier and client data from emails, PDFs, and forms — without manual re-entry.

Learn more

Contract Review

Extract and review key terms from contracts and policy documents, without manual reading or data entry.

Learn more

Works with the systems you already use

Connect to your AMS, carrier data, and internal tools without changing how your team operates.

Real results from real broker workflows

30x Faster guide creation

Connect to your AMS, carrier data, and internal tools without changing how your team operates.

Read the case study

Respond to clients faster

Handle more proposals without adding work

Deliver more consistent, higher-quality submissions and outputs

Unlock structured data across submissions for analysis and insights

Explore insurance broker resources

The Next Generation of Insurance Brokerages Will Scale Differently

AI is changing the relationship between brokerage growth, operational complexity, and headcount. See why the opportunity goes beyond automating individual tasks.

Read the article

See Robin in Action for Insurance

September 22 at 1 PM ET

See how Robin helps insurance teams build AI operations workflows in plain English, automate work across complex processes, and surface where attention is needed.

Register now