Building a proposal generation form is essential for brokers, MGAs, and carriers who want to streamline the creation of client-ready insurance proposals. A Proposal Generation Form allows you to upload policy or quote documents, select the line of business, extract key data automatically, and generate polished, branded proposals in minutes. This reduces manual work, improves accuracy, and speeds up the client presentation process.
Streamlined Data Intake
The workflow begins by asking the user to upload a file, select the line of business, and indicate that they want to generate a proposal rather than perform a policy analysis. Additional client or account details can also be captured directly in the form.
Automated Data Extraction
Feathery’s platform reads the uploaded document such as carrier quotes or draft policy documents and extracts key data points like premiums, deductibles, coverage limits, and terms. The data is structured and ready to be used in a proposal format.
Proposal Creation and Customization
Once the extraction is complete, the user can review the results and generate a proposal that organizes coverages, highlights premium breakdowns, and presents a professional summary of the insurance program. Proposals can be formatted to reflect your branding, ensuring a consistent client-facing experience.
Improved Accuracy and Efficiency
By eliminating manual data entry and formatting, this process reduces errors and allows teams to turn around proposals faster. Brokers can focus on advising clients rather than copy-pasting details between carrier quotes and presentation decks.
Flexible Use Cases
The form can be configured for multiple lines of business such as commercial property, general liability, auto, umbrella, workers’ comp, or benefits, making it adaptable across P&C and Employee Benefits proposals.
Enhanced Client Experience
Clients receive clear, branded proposals that compare coverages and premiums in a professional format. This builds trust, improves transparency, and speeds up decision-making.
Operational Scalability
Automating proposal generation enables firms to handle higher volumes of new business and renewals without overburdening staff, supporting growth while maintaining quality and consistency.
To sum it up, a structured Proposal Generation Form is not just a convenience, it is a critical tool for delivering accurate, professional, and client-centric insurance proposals quickly and at scale.
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